Purchases and Sales Made in Q3 2023 in Kyndryl Holdings, Inc. (KD)
This table provides information about the institutional ownership of Kyndryl Holdings, Inc. (KD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20New |
$244 - $338
|
20
$559
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
20+ 3.5% |
$244 - $338
|
592
$16.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
20New |
$244 - $338
|
20
$559
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
20+ 3.84% |
$244 - $338
|
541
$15.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 9.8% |
$244 - $338
|
224
$6.26K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20+ 14.29% |
$244 - $338
|
160
$4.47K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
19New |
$232 - $321
|
19
$531
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19+ 3.55% |
$232 - $321
|
554
$15.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18+ 40.91% |
$220 - $305
|
62
$1.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 13.74% |
$220 - $305
|
149
$4.16K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 2.12% |
$183 - $254
|
724
$20.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15+ 0.01% |
$183 - $254
|
107K
$2.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
14+ 70.0% |
$171 - $237
|
34
$950
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 17.74% |
$134 - $186
|
73
$2.04K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
10New |
$122 - $169
|
10
$279
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
10New |
$122 - $169
|
10
$279
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10+ 13.89% |
$122 - $169
|
82
$2.29K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 0.33% |
$122 - $169
|
3.04K
$84.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
9+ 12.16% |
$110 - $152
|
83
$2.32K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 21.74% |
$61.1 - $84.6
|
28
$782
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
5New |
$61.1 - $84.6
|
5
$140
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.18% |
$61.1 - $84.6
|
2.77K
$77.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
4+ 23.53% |
$48.9 - $67.7
|
21
$587
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 3.17% |
$48.9 - $67.7
|
130
$3.63K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3New |
$36.7 - $50.8
|
3
$83.8
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1New |
$12.2 - $16.9
|
1
$27.9
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 3.33% |
$12.2 - $16.9
|
29
$810
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.82% |
$12.2 - $16.9
|
121
$3.38K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1- 5.0% |
$12.2 - $16.9
|
19
$531
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2- 2.41% |
$24.4 - $33.8
|
81
$2.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.97% |
$24.4 - $33.8
|
205
$5.73K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 6.12% |
$36.7 - $50.8
|
46
$1.28K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3- 0.15% |
$36.7 - $50.8
|
2.02K
$56.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4- 2.78% |
$48.9 - $67.7
|
140
$3.91K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-4- 0.25% |
$48.9 - $67.7
|
1.62K
$45.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 3.7% |
$61.1 - $84.6
|
130
$3.63K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 4.03% |
$61.1 - $84.6
|
119
$3.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6- 0.83% |
$73.3 - $102
|
716
$20K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-6- 3.61% |
$73.3 - $102
|
160
$4.47K
|
|
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 1.3% |
$73.3 - $102
|
454
$12.7K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-6- 85.71% |
$73.3 - $102
|
1
$27.9
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-7Closed |
$85.5 - $118
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7- 3.66% |
$85.5 - $118
|
184
$5.14K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8- 10.81% |
$97.8 - $135
|
66
$1.84K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9- 4.35% |
$110 - $152
|
198
$5.53K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9- 0.09% |
$110 - $152
|
10.3K
$288K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-9- 1.08% |
$110 - $152
|
823
$23K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 4.8% |
$147 - $203
|
238
$6.65K
|