Purchases and Sales Made in Q4 2023 in Kb Financial Group Inc. (KB)
This table provides information about the institutional ownership of Kb Financial Group Inc. (KB) during Q4 2023. The information is specifically focused on institutions that hold shares of KB Financial Group Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
96+ 34.41% |
$3.66K - $4.09K
|
375
$22K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
83New |
$3.17K - $3.54K
|
83
$4.88K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
69New |
$2.63K - $2.94K
|
69
$4.05K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 1.39% |
$2.52K - $2.81K
|
4.83K
$284K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
59+ 1.21% |
$2.25K - $2.52K
|
4.95K
$291K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30+ 9.97% |
$1.14K - $1.28K
|
331
$19.4K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26New |
$992 - $1.11K
|
26
$1.53K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25+ 0.37% |
$954 - $1.07K
|
6.69K
$393K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
20+ 1.72% |
$763 - $853
|
1.19K
$69.7K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
15+ 1.71% |
$572 - $640
|
894
$52.5K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14New |
$534 - $597
|
14
$823
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8+ 0.12% |
$305 - $341
|
6.95K
$408K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.12% |
$191 - $213
|
452
$26.6K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.89% |
$38.2 - $42.6
|
54
$3.17K
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 1.09% |
$114 - $128
|
272
$16K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 16.0% |
$153 - $171
|
21
$1.23K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 10.26% |
$153 - $171
|
35
$2.06K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6- 0.09% |
$229 - $256
|
6.4K
$376K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 16.0% |
$305 - $341
|
42
$2.47K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29- 0.47% |
$1.11K - $1.24K
|
6.18K
$363K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-98- 0.67% |
$3.74K - $4.18K
|
14.5K
$853K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112- 13.16% |
$4.27K - $4.78K
|
739
$43.4K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-146- 1.37% |
$5.57K - $6.23K
|
10.5K
$618K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-155- 1.01% |
$5.91K - $6.61K
|
15.2K
$890K
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-548- 10.05% |
$20.9K - $23.4K
|
4.9K
$288K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-564- 1.96% |
$21.5K - $24K
|
28.2K
$1.65M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-630- 8.36% |
$24K - $26.9K
|
6.9K
$405K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-734- 10.97% |
$28K - $31.3K
|
5.96K
$350K
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-754- 7.07% |
$28.8K - $32.2K
|
9.91K
$582K
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 50.0% |
$30.5K - $34.1K
|
800
$47K
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-818- 0.45% |
$31.2K - $34.9K
|
179K
$10.5M
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-877- 1.47% |
$33.5K - $37.4K
|
58.8K
$3.45M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-894- 1.34% |
$34.1K - $38.1K
|
66K
$3.88M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-927- 1.94% |
$35.4K - $39.5K
|
46.8K
$2.75M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-967- 1.05% |
$36.9K - $41.2K
|
91.3K
$5.36M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.23K- 6.15% |
$46.7K - $52.2K
|
18.7K
$1.1M
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.46K- 21.17% |
$55.8K - $62.4K
|
5.45K
$320K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 27.72% |
$87.9K - $98.2K
|
6.01K
$353K
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-2.34K- 6.83% |
$89.3K - $99.8K
|
31.9K
$1.87M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.48K- 1.33% |
$94.4K - $106K
|
183K
$10.8M
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-2.58K- 7.09% |
$98.2K - $110K
|
33.7K
$1.98M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.6K- 15.68% |
$99.2K - $111K
|
14K
$821K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.78K- 48.0% |
$106K - $118K
|
3.01K
$177K
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.22K- 4.12% |
$123K - $137K
|
74.8K
$4.39M
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-3.72K- 40.09% |
$142K - $158K
|
5.55K
$326K
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.9K- 6.82% |
$187K - $209K
|
67K
$3.93M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.91K- 3.69% |
$187K - $209K
|
128K
$7.53M
|
|
Feb 14, 2024
Q4 2023
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-5.42K- 4.85% |
$207K - $231K
|
106K
$6.25M
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-6.06K- 11.95% |
$231K - $259K
|
44.7K
$2.63M
|