Schwarz Dygos Wheeler Investment Advisors LLC Kkr & Co. Inc. Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 6,417 shares of KKR stock, worth $979,105. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,417
Previous 6,416 0.02%
Holding current value
$979,105
Previous $675,000 24.0%
% of portfolio
0.21%
Previous 0.18%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$104.51 - $133.23 $104 - $133
1 Added 0.02%
6,417 $837,000
Q1 2024

May 03, 2024
SELL
$79.89 - $101.64 $279,535 - $355,638
-3,499 Reduced 35.29%
6,416 $645,000
Q4 2023

Feb 02, 2024
SELL
$54.1 - $84.69 $55,398 - $86,722
-1,024 Reduced 9.36%
9,915 $821,000
Q3 2023

Nov 03, 2023
BUY
$53.91 - $64.46 $107 - $128
2 Added 0.02%
10,939 $673,000
Q2 2023

Aug 11, 2023
BUY
$47.79 - $58.61 $47 - $58
1 Added 0.01%
10,937 $612,000
Q1 2023

Apr 27, 2023
BUY
$46.69 - $59.1 $93 - $118
2 Added 0.02%
10,936 $574,000
Q4 2022

Feb 08, 2023
SELL
$43.95 - $57.08 $8,702 - $11,301
-198 Reduced 1.78%
10,934 $507,000
Q3 2022

Nov 04, 2022
BUY
$19.95 - $55.46 $19,989 - $55,570
1,002 Added 9.89%
11,132 $479,000
Q2 2022

Aug 09, 2022
BUY
$45.06 - $59.94 $45 - $59
1 Added 0.01%
10,130 $469,000
Q1 2022

May 11, 2022
BUY
$50.85 - $74.31 $50 - $74
1 Added 0.01%
10,129 $592,000
Q4 2021

Feb 08, 2022
BUY
$60.27 - $83.4 $120 - $166
2 Added 0.02%
10,128 $755,000
Q3 2021

Oct 21, 2021
SELL
$57.37 - $67.58 $2,811 - $3,311
-49 Reduced 0.48%
10,126 $616,000
Q1 2021

May 07, 2021
SELL
$37.56 - $49.35 $37,560 - $49,350
-1,000 Reduced 8.95%
10,175 $497,000
Q1 2020

Apr 14, 2020
SELL
$18.5 - $33.93 $30,062 - $55,136
-1,625 Reduced 12.7%
11,175 $262,000
Q4 2019

Jan 09, 2020
BUY
$25.38 - $29.84 $25,380 - $29,840
1,000 Added 8.47%
12,800 $373,000
Q3 2019

Nov 15, 2019
BUY
$23.98 - $29.6 $43,164 - $53,280
1,800 Added 18.0%
11,800 $317,000
Q2 2019

Nov 15, 2019
SELL
$22.28 - $25.27 $13,925 - $15,793
-625 Reduced 5.88%
10,000 $253,000
Q1 2019

Nov 15, 2019
SELL
$18.71 - $24.52 $22,452 - $29,424
-1,200 Reduced 10.15%
10,625 $250,000
Q4 2018

Nov 15, 2019
BUY
$18.68 - $28.03 $220,891 - $331,454
11,825 New
11,825 $232,000

Others Institutions Holding KKR

# of Institutions
1,278
Shares Held
487M
Call Options Held
4.47M
Put Options Held
4.52M
View Full List

About KKR & Co. Inc.

KKR Quotes by TradingView
  • Ticker KKR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 859,833,024
  • Market Cap $131B
  • Description
  • KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm conside...
More about KKR
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