Purchases and Sales Made in Q4 2023 in Kyndryl Holdings, Inc. (KD)
This table provides information about the institutional ownership of Kyndryl Holdings, Inc. (KD) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2- 1.25% |
$27.9 - $42.5
|
158
$6.05K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 2.56% |
$27.9 - $42.5
|
76
$2.91K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 2.48% |
$41.8 - $63.7
|
118
$4.52K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-4- 19.05% |
$55.8 - $84.9
|
17
$651
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-4- 16.67% |
$55.8 - $84.9
|
20
$766
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5- 3.29% |
$69.7 - $106
|
147
$5.63K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8- 22.86% |
$112 - $170
|
27
$1.03K
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8- 1.2% |
$112 - $170
|
660
$25.3K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8- 28.57% |
$112 - $170
|
20
$766
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-10- 12.05% |
$139 - $212
|
73
$2.8K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-10- 8.33% |
$139 - $212
|
110
$4.21K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 1.11% |
$139 - $212
|
891
$34.1K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 7.69% |
$139 - $212
|
120
$4.6K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.18% |
$139 - $212
|
834
$32K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-11- 11.0% |
$153 - $234
|
89
$3.41K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 41.67% |
$209 - $318
|
21
$805
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-15- 5.79% |
$209 - $318
|
244
$9.35K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 4.64% |
$209 - $318
|
308
$11.8K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16Closed |
$223 - $340
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-17- 2.9% |
$237 - $361
|
570
$21.8K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-18- 12.08% |
$251 - $382
|
131
$5.02K
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-18- 6.98% |
$251 - $382
|
240
$9.19K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 19.23% |
$279 - $425
|
84
$3.22K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20- 23.26% |
$279 - $425
|
66
$2.53K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 19.23% |
$279 - $425
|
84
$3.22K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-20- 52.63% |
$279 - $425
|
18
$690
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20- 13.99% |
$279 - $425
|
123
$4.71K
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-20- 3.7% |
$279 - $425
|
521
$20K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-20- 2.43% |
$279 - $425
|
803
$30.8K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-21- 41.18% |
$293 - $446
|
30
$1.15K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-27- 13.78% |
$376 - $573
|
169
$6.47K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-28- 9.36% |
$390 - $594
|
271
$10.4K
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-28- 82.35% |
$390 - $594
|
6
$230
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-28- 9.36% |
$390 - $594
|
271
$10.4K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-29- 7.25% |
$404 - $616
|
371
$14.2K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30- 44.12% |
$418 - $637
|
38
$1.46K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30- 7.79% |
$418 - $637
|
355
$13.6K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-34- 13.39% |
$474 - $722
|
220
$8.43K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-34- 3.28% |
$474 - $722
|
1K
$38.4K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-34- 0.09% |
$474 - $722
|
38.9K
$1.49M
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-36- 13.14% |
$502 - $764
|
238
$9.12K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 0.01% |
$544 - $828
|
444K
$17M
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-40- 49.38% |
$558 - $849
|
41
$1.57K
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-40- 25.32% |
$558 - $849
|
118
$4.52K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-40- 8.16% |
$558 - $849
|
450
$17.2K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-42- 16.34% |
$585 - $892
|
215
$8.24K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-47- 0.17% |
$655 - $998
|
27.4K
$1.05M
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-48- 48.48% |
$669 - $1.02K
|
51
$1.95K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-51- 20.48% |
$711 - $1.08K
|
198
$7.59K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-58- 25.11% |
$809 - $1.23K
|
173
$6.63K
|