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 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6+ 0.19% |
$649 - $1K
|
3.17K
$455K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$649 - $1K
|
6
$860
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
$649 - $1K
|
6
$860
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 27.78% |
$541 - $835
|
23
$3.3K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 35.71% |
$541 - $835
|
19
$2.72K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.13% |
$541 - $835
|
3.78K
$542K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4+ 0.14% |
$433 - $668
|
2.87K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 4.21% |
$433 - $668
|
99
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 200.0% |
$433 - $668
|
6
$860
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4New |
$433 - $668
|
4
$573
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3New |
$325 - $501
|
3
$430
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$325 - $501
|
12.1K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
3+ 0.14% |
$325 - $501
|
2.17K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
3+ 0.09% |
$325 - $501
|
3.2K
$459K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$325 - $501
|
3
$430
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.12% |
$216 - $334
|
1.64K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.75% |
$216 - $334
|
116
$16.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.06% |
$216 - $334
|
3.54K
$507K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.12% |
$216 - $334
|
1.64K
$236K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.09% |
$108 - $167
|
1.12K
$160K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.05% |
$108 - $167
|
1.94K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.1% |
$108 - $167
|
988
$142K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1New |
$108 - $167
|
1
$143
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$108 - $167
|
2.1K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.33% |
$108 - $167
|
31
$4.44K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$108 - $167
|
1.89K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.15% |
$108 - $167
|
667
$95.6K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.03% |
$108 - $167
|
2.98K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$108 - $167
|
2K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1- 0.04% |
$108 - $167
|
2.64K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-1- 0.01% |
$108 - $167
|
12.7K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 12.5% |
$108 - $167
|
7
$1K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2- 0.1% |
$216 - $334
|
1.93K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-2- 0.05% |
$216 - $334
|
4.17K
$597K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 18.18% |
$216 - $334
|
9
$1.29K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 0.58% |
$325 - $501
|
517
$74.1K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.08% |
$325 - $501
|
3.7K
$530K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 30.77% |
$433 - $668
|
9
$1.29K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4- 40.0% |
$433 - $668
|
6
$860
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4- 8.16% |
$433 - $668
|
45
$6.45K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5- 11.9% |
$541 - $835
|
37
$5.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-5- 0.26% |
$541 - $835
|
1.92K
$276K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 0.54% |
$541 - $835
|
925
$133K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 0.51% |
$541 - $835
|
981
$141K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7- 0.01% |
$757 - $1.17K
|
53.2K
$7.62M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7- 0.08% |
$757 - $1.17K
|
8.41K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-9- 0.56% |
$974 - $1.5K
|
1.59K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 0.52% |
$1.08K - $1.67K
|
1.92K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-12- 4.21% |
$1.3K - $2K
|
273
$39.1K
|