Latest Institutional Transactions on Kayne Anderson Energy Infrastructure Fund, Inc. (KYN)
This table provides information on the latest institutional transactions involving Kayne Anderson Energy Infrastructure Fund, Inc. (KYN) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.42KNew |
$11.7K - $12.6K
|
1.42K
$18.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-12.2K- 68.49% |
$99.8K - $108K
|
5.6K
$71.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
30KNew |
$246K - $266K
|
30K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-75- 8.41% |
$615 - $665
|
817
$10.5K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-661- 0.7% |
$5.42K - $5.86K
|
93.4K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.77KNew |
$14.5K - $15.7K
|
1.77K
$22.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.65KNew |
$13.5K - $14.6K
|
1.65K
$21.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.8KNew |
$154K - $167K
|
18.8K
$241K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.26K+ 1.55% |
$10.3K - $11.2K
|
82.4K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-14K- 30.71% |
$115K - $124K
|
31.6K
$406K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.89K- 92.87% |
$64.7K - $70K
|
606
$7.78K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.8KNew |
$96.8K - $105K
|
11.8K
$152K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-16.4K- 56.09% |
$134K - $145K
|
12.8K
$165K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14- 0.09% |
$110 - $123
|
16K
$205K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.5KNew |
$170K - $189K
|
21.5K
$276K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3+ 0.02% |
$23.7 - $26.4
|
12.2K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-65.2K- 30.72% |
$514K - $573K
|
147K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
108+ 0.85% |
$852 - $949
|
12.9K
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
108New |
$852 - $949
|
108
$1.39K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10KNew |
$78.9K - $87.9K
|
10K
$128K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
17KNew |
$134K - $150K
|
17K
$219K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
192New |
$1.51K - $1.69K
|
192
$2.47K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-987- 64.81% |
$7.79K - $8.68K
|
536
$6.88K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.1KNew |
$8.68K - $9.67K
|
1.1K
$14.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.07K+ 2.49% |
$8.43K - $9.4K
|
43.9K
$564K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
785New |
$6.19K - $6.9K
|
785
$10.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
425+ 42.5% |
$3.35K - $3.74K
|
1.43K
$18.3K
|
|
| Q1 2023 | |||||||
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
131New |
$1.05K - $1.21K
|
131
$1.68K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
320New |
$2.55K - $2.96K
|
320
$4.11K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.92K- 13.08% |
$15.3K - $17.7K
|
12.7K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
960New |
$7.66K - $8.88K
|
960
$12.3K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
SELL
|
- |
-104K- 62.54% |
$834K - $966K
|
62.6K
$803K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$3.99K - $4.63K
|
500
$6.42K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
72.5K+ 148.16% |
$579K - $671K
|
121K
$1.56M
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$89.6K - $99.1K
|
10.9K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-426K- 88.32% |
$3.5M - $3.87M
|
56.3K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
13.8KNew |
$113K - $125K
|
13.8K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
80.1KNew |
$658K - $728K
|
80.1K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5.95K- 13.48% |
$48.9K - $54K
|
38.1K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
400New |
$3.29K - $3.64K
|
400
$5.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18.1KNew |
$149K - $165K
|
18.1K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.8KNew |
$55.9K - $61.8K
|
6.8K
$87.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.18KNew |
$17.9K - $19.8K
|
2.18K
$28K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
64.1KNew |
$527K - $582K
|
64.1K
$822K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
127New |
$1.04K - $1.15K
|
127
$1.63K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.74KNew |
$14.3K - $15.8K
|
1.74K
$22.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
22.1KNew |
$182K - $201K
|
22.1K
$284K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.7KNew |
$14K - $15.5K
|
1.7K
$21.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
82.4K+ 33.16% |
$678K - $749K
|
331K
$4.25M
|
|