Purchases and Sales Made in Q1 2025 in Kkr & Co. Inc. (KKR)
This table provides information about the institutional ownership of Kkr & Co. Inc. (KKR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
117+ 1.39% |
$12.7K - $19.5K
|
8.53K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
116+ 13.71% |
$12.5K - $19.4K
|
962
$134K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
111+ 44.58% |
$12K - $18.5K
|
360
$50.1K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
110+ 2.66% |
$11.9K - $18.4K
|
4.25K
$591K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
104+ 2.3% |
$11.2K - $17.4K
|
4.63K
$644K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
102+ 261.54% |
$11K - $17K
|
141
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 1.75% |
$10.8K - $16.7K
|
5.81K
$809K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
98+ 1.34% |
$10.6K - $16.4K
|
7.42K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
95+ 2.81% |
$10.3K - $15.9K
|
3.48K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
90+ 4.54% |
$9.74K - $15K
|
2.07K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
86+ 4.74% |
$9.3K - $14.4K
|
1.9K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
85+ 2.78% |
$9.19K - $14.2K
|
3.15K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
83+ 13.13% |
$8.98K - $13.9K
|
715
$99.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
82+ 4.06% |
$8.87K - $13.7K
|
2.1K
$292K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
75+ 15.18% |
$8.11K - $12.5K
|
569
$79.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
75+ 104.17% |
$8.11K - $12.5K
|
147
$20.5K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
74+ 4.16% |
$8K - $12.4K
|
1.85K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
73+ 0.07% |
$7.9K - $12.2K
|
111K
$15.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
68+ 26.25% |
$7.36K - $11.4K
|
327
$45.5K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
66+ 1.73% |
$7.14K - $11K
|
3.88K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
64+ 2.23% |
$6.92K - $10.7K
|
2.94K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
62+ 3.19% |
$6.71K - $10.4K
|
2.01K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
60+ 0.65% |
$6.49K - $10K
|
9.31K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
56+ 17.18% |
$6.06K - $9.36K
|
382
$53.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
54+ 2.67% |
$5.84K - $9.02K
|
2.08K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 4.19% |
$5.84K - $9.02K
|
1.34K
$187K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
52+ 0.47% |
$5.62K - $8.69K
|
11K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
52+ 0.93% |
$5.62K - $8.69K
|
5.67K
$790K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
48+ 0.6% |
$5.19K - $8.02K
|
8.02K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
47+ 1.58% |
$5.08K - $7.85K
|
3.02K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
47+ 0.61% |
$5.08K - $7.85K
|
7.76K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
46+ 1.62% |
$4.98K - $7.69K
|
2.89K
$403K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
43+ 0.75% |
$4.65K - $7.18K
|
5.78K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
43New |
$4.65K - $7.18K
|
43
$5.99K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
41New |
$4.43K - $6.85K
|
41
$5.71K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
40+ 0.39% |
$4.33K - $6.68K
|
10.4K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
39+ 1.84% |
$4.22K - $6.52K
|
2.16K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.82% |
$4.11K - $6.35K
|
4.7K
$654K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
37+ 0.97% |
$4K - $6.18K
|
3.85K
$536K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37+ 4.29% |
$4K - $6.18K
|
899
$125K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
36+ 0.17% |
$3.89K - $6.01K
|
21.5K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
35+ 1.54% |
$3.79K - $5.85K
|
2.32K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
34+ 1.2% |
$3.68K - $5.68K
|
2.86K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
31+ 1.57% |
$3.35K - $5.18K
|
2.01K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
30+ 375.0% |
$3.25K - $5.01K
|
38
$5.29K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
30+ 3.0% |
$3.25K - $5.01K
|
1.03K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
30+ 111.11% |
$3.25K - $5.01K
|
57
$7.94K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
30+ 1.25% |
$3.25K - $5.01K
|
2.43K
$339K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
29+ 0.18% |
$3.14K - $4.85K
|
15.8K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
29+ 1.26% |
$3.14K - $4.85K
|
2.33K
$324K
|