Purchases and Sales Made in Q2 2023 in Kyndryl Holdings, Inc. (KD)
This table provides information about the institutional ownership of Kyndryl Holdings, Inc. (KD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
70+ 1.72% |
$806 - $1.05K
|
4.15K
$120K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
62New |
$714 - $929
|
62
$1.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
55+ 0.2% |
$634 - $824
|
27.2K
$786K
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
51+ 0.19% |
$588 - $764
|
26.4K
$764K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
51+ 2.03% |
$588 - $764
|
2.56K
$74.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
51+ 0.19% |
$588 - $764
|
26.4K
$764K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
51+ 5.38% |
$588 - $764
|
999
$28.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
50New |
$576 - $749
|
50
$1.44K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
46+ 80.7% |
$530 - $689
|
103
$2.98K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
45New |
$518 - $674
|
45
$1.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
40+ 17.62% |
$461 - $599
|
267
$7.71K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
36+ 156.52% |
$415 - $539
|
59
$1.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
33+ 31.43% |
$380 - $494
|
138
$3.99K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
32New |
$369 - $479
|
32
$924
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
32+ 18.5% |
$369 - $479
|
205
$5.92K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
30New |
$346 - $449
|
30
$867
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27+ 2.63% |
$311 - $404
|
1.06K
$30.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
26New |
$300 - $389
|
26
$751
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 2.71% |
$276 - $360
|
909
$26.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 120.0% |
$276 - $360
|
44
$1.27K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
22New |
$253 - $330
|
22
$636
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 0.95% |
$230 - $300
|
2.13K
$61.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 5.14% |
$196 - $255
|
348
$10.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16+ 3.98% |
$184 - $240
|
418
$12.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16+ 0.03% |
$184 - $240
|
50.3K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
15+ 8.2% |
$173 - $225
|
198
$5.72K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
14+ 2.15% |
$161 - $210
|
666
$19.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
13New |
$150 - $195
|
13
$376
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 84.62% |
$127 - $165
|
24
$693
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 2.07% |
$92.2 - $120
|
395
$11.4K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8New |
$92.2 - $120
|
8
$231
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.07% |
$46.1 - $59.9
|
5.37K
$155K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3New |
$34.6 - $44.9
|
3
$86.7
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$34.6 - $44.9
|
3
$86.7
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
2+ 40.0% |
$23 - $30
|
7
$202
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1+ 3.45% |
$11.5 - $15
|
30
$867
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 2.17% |
$11.5 - $15
|
45
$1.3K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.48% |
$11.5 - $15
|
207
$5.98K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.48% |
$11.5 - $15
|
207
$5.98K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.56% |
$11.5 - $15
|
176
$5.08K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.96% |
$11.5 - $15
|
103
$2.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 1.92% |
$34.6 - $44.9
|
153
$4.42K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-3- 4.48% |
$34.6 - $44.9
|
64
$1.85K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5- 1.19% |
$57.6 - $74.9
|
416
$12K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5- 3.94% |
$57.6 - $74.9
|
122
$3.52K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 3.32% |
$80.6 - $105
|
204
$5.89K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 8.64% |
$80.6 - $105
|
74
$2.14K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 9.3% |
$92.2 - $120
|
78
$2.25K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-9- 1.31% |
$104 - $135
|
676
$19.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 1.12% |
$115 - $150
|
882
$25.5K
|