Purchases and Sales Made in Q1 2023 in Kyndryl Holdings, Inc. (KD)
This table provides information about the institutional ownership of Kyndryl Holdings, Inc. (KD) during Q1 2023. The information is specifically focused on institutions that hold shares of Kyndryl Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
76+ 14.48% |
$880 - $1.3K
|
601
$17.4K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
76New |
$880 - $1.3K
|
76
$2.2K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
68+ 188.89% |
$787 - $1.16K
|
104
$3K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
65+ 24.44% |
$753 - $1.11K
|
331
$9.56K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
62+ 7.64% |
$718 - $1.06K
|
873
$25.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
60+ 133.33% |
$695 - $1.02K
|
105
$3.03K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
58+ 9.81% |
$672 - $991
|
649
$18.7K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 34.19% |
$614 - $905
|
208
$6.01K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
52New |
$602 - $888
|
52
$1.5K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
51New |
$591 - $871
|
51
$1.47K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 20.25% |
$556 - $820
|
285
$8.23K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
46New |
$533 - $786
|
46
$1.33K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
46+ 80.7% |
$533 - $786
|
103
$2.98K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
46+ 4.86% |
$533 - $786
|
993
$28.7K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
44New |
$510 - $752
|
44
$1.27K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
43+ 0.26% |
$498 - $734
|
16.5K
$477K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
40+ 400.0% |
$463 - $683
|
50
$1.44K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40+ 30.08% |
$463 - $683
|
173
$5K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
38+ 45.24% |
$440 - $649
|
122
$3.52K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37New |
$428 - $632
|
37
$1.07K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
32+ 4.69% |
$371 - $547
|
715
$20.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
31New |
$359 - $529
|
31
$896
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30+ 214.29% |
$347 - $512
|
44
$1.27K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
24+ 25.26% |
$278 - $410
|
119
$3.44K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 2.66% |
$278 - $410
|
927
$26.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
20New |
$232 - $342
|
20
$578
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
20+ 4.99% |
$232 - $342
|
421
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 5.19% |
$232 - $342
|
405
$11.7K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16New |
$185 - $273
|
16
$462
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
15+ 300.0% |
$174 - $256
|
20
$578
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
15+ 1.03% |
$174 - $256
|
1.47K
$42.5K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$174 - $256
|
15
$433
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
15New |
$174 - $256
|
15
$433
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14+ 2.51% |
$162 - $239
|
571
$16.5K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
14+ 0.81% |
$162 - $239
|
1.75K
$50.6K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
13+ 2.03% |
$151 - $222
|
652
$18.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
13+ 1.63% |
$151 - $222
|
812
$23.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 0.44% |
$127 - $188
|
2.51K
$72.5K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 2.38% |
$104 - $154
|
387
$11.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.76% |
$81.1 - $120
|
931
$26.9K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
5+ 0.74% |
$57.9 - $85.4
|
685
$19.8K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
5New |
$57.9 - $85.4
|
5
$144
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
5+ 2.81% |
$57.9 - $85.4
|
183
$5.29K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 7.94% |
$57.9 - $85.4
|
68
$1.96K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$46.3 - $68.3
|
4
$116
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
4New |
$46.3 - $68.3
|
4
$116
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1- -0.0% |
$11.6 - $17.1
|
27.2K
$785K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 0.12% |
$11.6 - $17.1
|
819
$23.7K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1- 11.11% |
$11.6 - $17.1
|
8
$231
|