Purchases and Sales Made in Q1 2024 in Kkr & Co. Inc. (KKR)
This table provides information about the institutional ownership of Kkr & Co. Inc. (KKR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$639 - $813
|
5.67K
$790K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7+ 0.19% |
$559 - $711
|
3.76K
$523K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6+ 0.2% |
$479 - $610
|
3.07K
$427K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.07% |
$399 - $508
|
7.09K
$987K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$399 - $508
|
5
$696
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.15% |
$399 - $508
|
3.37K
$469K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$320 - $407
|
4
$557
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$320 - $407
|
2.45K
$341K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.09% |
$240 - $305
|
3.2K
$445K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.12% |
$240 - $305
|
2.55K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.18% |
$240 - $305
|
1.63K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.21% |
$160 - $203
|
977
$136K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2+ 0.02% |
$160 - $203
|
13.3K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.2% |
$79.9 - $102
|
506
$70.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.19% |
$79.9 - $102
|
520
$72.4K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.18% |
$79.9 - $102
|
548
$76.3K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.04% |
$79.9 - $102
|
2.51K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.02% |
$79.9 - $102
|
4.04K
$562K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1+ 0.03% |
$79.9 - $102
|
3.16K
$440K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$79.9 - $102
|
26
$3.62K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 3.08% |
$160 - $203
|
63
$8.77K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5- 7.46% |
$399 - $508
|
62
$8.63K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 2.34% |
$399 - $508
|
209
$29.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 10.0% |
$479 - $610
|
54
$7.52K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-6- 0.12% |
$479 - $610
|
4.85K
$675K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7- 1.12% |
$559 - $711
|
620
$86.3K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 45.0% |
$719 - $915
|
11
$1.53K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9- 0.09% |
$719 - $915
|
10.3K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-11- 0.33% |
$879 - $1.12K
|
3.36K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-12- 40.0% |
$959 - $1.22K
|
18
$2.51K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-12- 0.05% |
$959 - $1.22K
|
25.1K
$3.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-13- 0.13% |
$1.04K - $1.32K
|
10.2K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-14- 0.56% |
$1.12K - $1.42K
|
2.47K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15- -0.0% |
$1.2K - $1.52K
|
3.97M
$552M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15- -0.0% |
$1.2K - $1.52K
|
3.97M
$552M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-15- 0.56% |
$1.2K - $1.52K
|
2.66K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-17- 0.31% |
$1.36K - $1.73K
|
5.43K
$756K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 5.46% |
$2K - $2.54K
|
433
$60.3K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-32- 0.47% |
$2.56K - $3.25K
|
6.85K
$953K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-33- 0.79% |
$2.64K - $3.35K
|
4.13K
$575K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-33- 1.05% |
$2.64K - $3.35K
|
3.1K
$431K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-35- 0.44% |
$2.8K - $3.56K
|
7.88K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-41- 0.5% |
$3.28K - $4.17K
|
8.12K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-41- 1.09% |
$3.28K - $4.17K
|
3.71K
$517K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-45- 1.26% |
$3.6K - $4.57K
|
3.52K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-50- 1.11% |
$3.99K - $5.08K
|
4.45K
$620K
|