Purchases and Sales Made in Q2 2025 in Kkr & Co. Inc. (KKR)
This table provides information about the institutional ownership of Kkr & Co. Inc. (KKR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6New |
$557 - $806
|
6
$860
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 0.51% |
$464 - $671
|
993
$142K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$464 - $671
|
2.6K
$373K
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.13% |
$464 - $671
|
3.79K
$543K
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5+ 0.04% |
$464 - $671
|
14K
$2M
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4+ 2.0% |
$371 - $537
|
204
$29.2K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 40.0% |
$371 - $537
|
14
$2.01K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.22% |
$371 - $537
|
1.8K
$258K
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4+ 9.3% |
$371 - $537
|
47
$6.74K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.02% |
$371 - $537
|
20.5K
$2.94M
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$371 - $537
|
5.74K
$823K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 50.0% |
$278 - $403
|
9
$1.29K
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 6.67% |
$278 - $403
|
48
$6.88K
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3New |
$278 - $403
|
3
$430
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 0.5% |
$278 - $403
|
603
$86.4K
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
3+ 0.09% |
$278 - $403
|
3.21K
$460K
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$278 - $403
|
13.3K
$1.91M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$186 - $269
|
15K
$2.15M
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.2% |
$186 - $269
|
1K
$144K
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.12% |
$186 - $269
|
1.64K
$235K
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 66.67% |
$186 - $269
|
5
$717
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2+ 0.09% |
$186 - $269
|
2.34K
$336K
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2+ 0.1% |
$186 - $269
|
1.99K
$285K
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2+ 0.0% |
$186 - $269
|
164K
$23.6M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.1% |
$186 - $269
|
1.94K
$279K
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.02% |
$92.8 - $134
|
6.23K
$893K
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.15% |
$92.8 - $134
|
668
$95.8K
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$92.8 - $134
|
6.73K
$964K
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.21% |
$92.8 - $134
|
480
$68.8K
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.03% |
$92.8 - $134
|
3.57K
$511K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 1.22% |
$92.8 - $134
|
83
$11.9K
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$92.8 - $134
|
2.35K
$337K
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$92.8 - $134
|
2.64K
$378K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1- 0.02% |
$92.8 - $134
|
6.34K
$909K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 0.73% |
$186 - $269
|
272
$39K
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2- 0.09% |
$186 - $269
|
2.16K
$310K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 0.06% |
$186 - $269
|
3.53K
$506K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.07% |
$278 - $403
|
4.1K
$588K
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-4- 21.05% |
$371 - $537
|
15
$2.15K
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-4- 0.12% |
$371 - $537
|
3.36K
$481K
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-5- 0.35% |
$464 - $671
|
1.41K
$202K
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-5- 0.08% |
$464 - $671
|
6.01K
$861K
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-6- 0.61% |
$557 - $806
|
984
$141K
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-6- 0.22% |
$557 - $806
|
2.74K
$393K
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7- 0.25% |
$650 - $940
|
2.76K
$396K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 6.03% |
$650 - $940
|
109
$15.6K
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 1.18% |
$650 - $940
|
586
$84K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 1.54% |
$742 - $1.07K
|
512
$73.4K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9- 0.22% |
$835 - $1.21K
|
4K
$573K
|