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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
44New |
$2.38K - $3.73K
|
44
$6.52K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
42+ 0.92% |
$2.27K - $3.56K
|
4.61K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
42New |
$2.27K - $3.56K
|
42
$6.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
40New |
$2.16K - $3.39K
|
40
$5.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 0.52% |
$2.11K - $3.3K
|
7.49K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
37+ 21.14% |
$2K - $3.13K
|
212
$31.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
34New |
$1.84K - $2.88K
|
34
$5.04K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
34+ 117.24% |
$1.84K - $2.88K
|
63
$9.34K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
32+ 0.6% |
$1.73K - $2.71K
|
5.39K
$799K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
28+ 0.25% |
$1.51K - $2.37K
|
11.3K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
27+ 0.22% |
$1.46K - $2.29K
|
12.3K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
26+ 0.54% |
$1.41K - $2.2K
|
4.82K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26New |
$1.41K - $2.2K
|
26
$3.85K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25New |
$1.35K - $2.12K
|
25
$3.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
25New |
$1.35K - $2.12K
|
25
$3.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24+ 0.08% |
$1.3K - $2.03K
|
30.6K
$4.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
23New |
$1.24K - $1.95K
|
23
$3.41K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
23New |
$1.24K - $1.95K
|
23
$3.41K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
22+ 0.11% |
$1.19K - $1.86K
|
20.2K
$2.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 6.91% |
$1.14K - $1.78K
|
325
$48.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20+ 0.15% |
$1.08K - $1.69K
|
13.5K
$2M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
19+ 0.17% |
$1.03K - $1.61K
|
11K
$1.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 3.54% |
$1.03K - $1.61K
|
556
$82.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17New |
$920 - $1.44K
|
17
$2.52K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
17+ 0.31% |
$920 - $1.44K
|
5.45K
$808K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.07% |
$866 - $1.36K
|
21.4K
$3.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 66.67% |
$757 - $1.19K
|
35
$5.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
13+ 0.4% |
$703 - $1.1K
|
3.25K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13New |
$703 - $1.1K
|
13
$1.93K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
11+ 0.23% |
$595 - $932
|
4.7K
$697K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.13% |
$541 - $847
|
7.56K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.24% |
$433 - $678
|
3.37K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
8+ 0.21% |
$433 - $678
|
3.75K
$556K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
7+ 0.1% |
$379 - $593
|
6.88K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
5+ 0.12% |
$271 - $423
|
4.01K
$595K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.21% |
$216 - $339
|
1.89K
$281K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$216 - $339
|
10.2K
$1.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
3+ 0.01% |
$162 - $254
|
34.8K
$5.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.18% |
$162 - $254
|
1.63K
$241K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$162 - $254
|
3
$445
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.07% |
$162 - $254
|
4.44K
$658K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3+ 0.01% |
$162 - $254
|
45.1K
$6.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
3New |
$162 - $254
|
3
$445
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.56% |
$108 - $169
|
357
$52.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$108 - $169
|
2
$296
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.04% |
$54.1 - $84.7
|
2.57K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.2% |
$54.1 - $84.7
|
505
$74.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$54.1 - $84.7
|
1
$148
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.02% |
$54.1 - $84.7
|
4.24K
$628K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.18% |
$54.1 - $84.7
|
547
$81.1K
|