Purchases and Sales Made in Q4 2023 in Kite Realty Group Trust (KRG)
This table provides information about the institutional ownership of Kite Realty Group Trust (KRG) during Q4 2023. The information is specifically focused on institutions that hold shares of KITE REALTY GROUP TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49+ 10.32% |
$970 - $1.15K
|
524
$12.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
47+ 1.04% |
$931 - $1.1K
|
4.59K
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 21.86% |
$792 - $937
|
223
$5.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
35+ 0.7% |
$693 - $820
|
5.01K
$115K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
26+ 0.18% |
$515 - $609
|
14.6K
$337K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 3.5% |
$495 - $586
|
740
$17K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.32% |
$218 - $258
|
3.49K
$80.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 1.09% |
$178 - $211
|
831
$19.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8New |
$158 - $187
|
8
$184
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
6New |
$119 - $141
|
6
$138
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 1.46% |
$59.4 - $70.3
|
209
$4.82K
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4- 16.0% |
$79.2 - $93.7
|
21
$484
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-20- 0.1% |
$396 - $469
|
19.3K
$444K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-28- 0.15% |
$554 - $656
|
18.9K
$435K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 0.29% |
$653 - $773
|
11.4K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-63- 98.44% |
$1.25K - $1.48K
|
1
$23
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-66- 0.42% |
$1.31K - $1.55K
|
15.6K
$360K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-74- 13.17% |
$1.47K - $1.73K
|
488
$11.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-79- 0.73% |
$1.56K - $1.85K
|
10.7K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-99- 28.45% |
$1.96K - $2.32K
|
249
$5.74K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.54% |
$1.98K - $2.34K
|
18.5K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-116- 2.71% |
$2.3K - $2.72K
|
4.16K
$95.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-157- 0.16% |
$3.11K - $3.68K
|
100K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-284- 1.95% |
$5.62K - $6.65K
|
14.3K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-338- 10.06% |
$6.69K - $7.92K
|
3.02K
$69.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-343- 1.96% |
$6.79K - $8.04K
|
17.1K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-368- 0.44% |
$7.29K - $8.62K
|
82.5K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-404- 0.57% |
$8K - $9.47K
|
70.4K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-428- 3.9% |
$8.47K - $10K
|
10.5K
$243K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-434- 20.86% |
$8.59K - $10.2K
|
1.65K
$37.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-485- 0.6% |
$9.6K - $11.4K
|
80.1K
$1.85M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-497- 62.52% |
$9.84K - $11.6K
|
298
$6.87K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-497- 3.81% |
$9.84K - $11.6K
|
12.6K
$289K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 0.81% |
$9.9K - $11.7K
|
61.6K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-533- 4.58% |
$10.6K - $12.5K
|
11.1K
$256K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-559- 17.63% |
$11.1K - $13.1K
|
2.61K
$60.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-573- 0.66% |
$11.3K - $13.4K
|
86.8K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-631- 28.55% |
$12.5K - $14.8K
|
1.58K
$36.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-638- 3.55% |
$12.6K - $14.9K
|
17.3K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-723- 0.19% |
$14.3K - $16.9K
|
388K
$8.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-727- 7.14% |
$14.4K - $17K
|
9.46K
$218K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.01K- 0.96% |
$19.9K - $23.6K
|
104K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.13K- 1.8% |
$22.3K - $26.4K
|
61.3K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.24K- 0.97% |
$24.6K - $29.1K
|
127K
$2.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.25K- 7.0% |
$24.7K - $29.2K
|
16.6K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.32K- 18.68% |
$26.1K - $30.9K
|
5.73K
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1.38K- 6.04% |
$27.2K - $32.2K
|
21.4K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.44K- 4.43% |
$28.5K - $33.7K
|
31K
$714K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.64K- 1.61% |
$32.4K - $38.4K
|
100K
$2.31M
|