Latest Institutional Transactions on Kkr & Co. Inc. (KKR)
This table provides information on the latest institutional transactions involving Kkr & Co. Inc. (KKR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.77K- 21.06% |
$360K - $451K
|
10.4K
$1.73M
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-40- 0.12% |
$5.19K - $6.51K
|
34.5K
$5.77M
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-165- 6.63% |
$21.4K - $26.9K
|
2.33K
$388K
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
17+ 0.89% |
$2.21K - $2.77K
|
1.93K
$322K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.02KNew |
$263K - $329K
|
2.02K
$338K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11+ 0.46% |
$1.43K - $1.79K
|
2.38K
$397K
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
23.1K+ 9.91% |
$3M - $3.77M
|
256K
$42.8M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
360+ 14.65% |
$46.8K - $58.6K
|
2.82K
$471K
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.75KNew |
$488K - $611K
|
3.75K
$627K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
131New |
$17K - $21.3K
|
131
$21.9K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3- 0.03% |
$390 - $489
|
9.25K
$1.55M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
228+ 6.03% |
$29.6K - $37.1K
|
4.01K
$669K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 2.26% |
$198K - $249K
|
69.2K
$11.6M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.16K- 7.87% |
$151K - $189K
|
13.6K
$2.27M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-102- 0.83% |
$13.2K - $16.6K
|
12.2K
$2.04M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.8K+ 15.79% |
$2.18M - $2.74M
|
123K
$20.6M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-800- 16.0% |
$104K - $130K
|
4.2K
$702K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-29.6K- 81.48% |
$3.84M - $4.82M
|
6.72K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-85- 0.34% |
$11K - $13.8K
|
24.6K
$4.11M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-103- 1.12% |
$13.4K - $16.8K
|
9.11K
$1.52M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-29- 12.34% |
$3.77K - $4.72K
|
206
$34.4K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
97+ 1.89% |
$12.6K - $15.8K
|
5.24K
$876K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
506+ 6.65% |
$65.7K - $82.4K
|
8.12K
$1.36M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-834- 20.23% |
$108K - $136K
|
3.29K
$549K
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.51KNew |
$586K - $735K
|
4.51K
$753K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
173+ 9.76% |
$22.5K - $28.2K
|
1.95K
$325K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.44K+ 109.58% |
$316K - $397K
|
4.66K
$779K
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
322KNew |
$41.8M - $52.5M
|
322K
$53.8M
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.37KNew |
$178K - $223K
|
1.37K
$228K
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-100- 0.8% |
$13K - $16.3K
|
12.4K
$2.08M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-207- 1.93% |
$26.9K - $33.7K
|
10.5K
$1.75M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.1KNew |
$402K - $505K
|
3.1K
$518K
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.79KNew |
$232K - $292K
|
1.79K
$299K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.71K+ 3.21% |
$221K - $278K
|
54.9K
$9.17M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
199+ 21.84% |
$25.8K - $32.4K
|
1.11K
$185K
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.15K+ 24.82% |
$149K - $187K
|
5.79K
$967K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.94K+ 18.23% |
$251K - $315K
|
12.6K
$2.1M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
717+ 28.65% |
$93.1K - $117K
|
3.22K
$538K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-528- 1.97% |
$68.6K - $86K
|
26.3K
$4.39M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
70+ 1.24% |
$9.09K - $11.4K
|
5.72K
$956K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$649 - $814
|
5
$835
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
500+ 5.65% |
$64.9K - $81.4K
|
9.35K
$1.56M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
449+ 9.8% |
$58.3K - $73.1K
|
5.03K
$841K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
6.11K+ 59.16% |
$794K - $995K
|
16.4K
$2.75M
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-28- 0.31% |
$3.64K - $4.56K
|
8.96K
$1.5M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-231- 5.25% |
$30K - $37.6K
|
4.17K
$696K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
548+ 2.25% |
$71.2K - $89.3K
|
24.9K
$4.16M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
73+ 0.67% |
$9.48K - $11.9K
|
11K
$1.83M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
30+ 1.44% |
$3.9K - $4.89K
|
2.11K
$353K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-115- 62.16% |
$14.9K - $18.7K
|
70
$11.7K
|