Purchases and Sales Made in Q4 2023 in Kkr & Co. Inc. (KKR)
This table provides information about the institutional ownership of Kkr & Co. Inc. (KKR) during Q4 2023. The information is specifically focused on institutions that hold shares of KKR & Co. Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
915+ 22.21% |
$49.5K - $77.5K
|
5.04K
$746K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
902+ 17.25% |
$48.8K - $76.4K
|
6.13K
$909K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
886+ 8.14% |
$47.9K - $75K
|
11.8K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
886+ 4.43% |
$47.9K - $75K
|
20.9K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
860New |
$46.5K - $72.8K
|
860
$127K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
792+ 5.77% |
$42.8K - $67.1K
|
14.5K
$2.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
785+ 0.64% |
$42.5K - $66.5K
|
124K
$18.4M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
760+ 15.52% |
$41.1K - $64.4K
|
5.66K
$839K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
755+ 125.83% |
$40.8K - $63.9K
|
1.36K
$201K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
721+ 10.35% |
$39K - $61.1K
|
7.69K
$1.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
714+ 952.0% |
$38.6K - $60.5K
|
789
$117K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
705+ 13.22% |
$38.1K - $59.7K
|
6.04K
$895K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
643New |
$34.8K - $54.5K
|
643
$95.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
615+ 10.15% |
$33.3K - $52.1K
|
6.67K
$989K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
594+ 9.82% |
$32.1K - $50.3K
|
6.64K
$985K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
593+ 3.96% |
$32.1K - $50.2K
|
15.6K
$2.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
575New |
$31.1K - $48.7K
|
575
$85.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
571+ 140.99% |
$30.9K - $48.4K
|
976
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
557+ 210.19% |
$30.1K - $47.2K
|
822
$122K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
547+ 8.15% |
$29.6K - $46.3K
|
7.26K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
515New |
$27.9K - $43.6K
|
515
$76.3K
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
500+ 25.0% |
$27.1K - $42.3K
|
2.5K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
500New |
$27.1K - $42.3K
|
500
$74.1K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
500New |
$27.1K - $42.3K
|
500
$74.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
493+ 63.94% |
$26.7K - $41.8K
|
1.26K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
455+ 1.29% |
$24.6K - $38.5K
|
35.8K
$5.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
452+ 258.29% |
$24.5K - $38.3K
|
627
$92.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
444+ 0.15% |
$24K - $37.6K
|
302K
$44.8M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
430+ 6.69% |
$23.3K - $36.4K
|
6.86K
$1.02M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
430New |
$23.3K - $36.4K
|
430
$63.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
421+ 4.99% |
$22.8K - $35.7K
|
8.86K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
406+ 1.16% |
$22K - $34.4K
|
35.3K
$5.23M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
404+ 10.19% |
$21.9K - $34.2K
|
4.37K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
400+ 579.71% |
$21.6K - $33.9K
|
469
$69.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
387+ 3.78% |
$20.9K - $32.8K
|
10.6K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
374+ 9.58% |
$20.2K - $31.7K
|
4.28K
$634K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
374+ 9.27% |
$20.2K - $31.7K
|
4.41K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
371+ 5.17% |
$20.1K - $31.4K
|
7.54K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
368+ 408.89% |
$19.9K - $31.2K
|
458
$67.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
367New |
$19.9K - $31.1K
|
367
$54.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
364+ 10.81% |
$19.7K - $30.8K
|
3.73K
$553K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
360+ 1.4% |
$19.5K - $30.5K
|
26.1K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
351+ 20.36% |
$19K - $29.7K
|
2.08K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
348+ 10.4% |
$18.8K - $29.5K
|
3.69K
$548K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
343+ 4.52% |
$18.6K - $29K
|
7.92K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
328+ 6.01% |
$17.7K - $27.8K
|
5.79K
$858K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
302+ 2.4% |
$16.3K - $25.6K
|
12.9K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
284+ 2.31% |
$15.4K - $24.1K
|
12.6K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
274+ 2.67% |
$14.8K - $23.2K
|
10.5K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
267+ 6.07% |
$14.4K - $22.6K
|
4.67K
$692K
|