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KKR & CO LP COMMON UNITS
KKR & CO LP COMMON UNITS. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 345 Institutional holders with a total value of $4,691,246,267.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 M&T BANK CORP 3,300 0 0.00% Call
2 Waverly Advisors, LLC 5 0 0.00%
3 Burt Wealth Advisors 68 1,000 0.00%
4 HOWE & RUSLING INC 75 1,000 0.00% PRN
5 AMERICAN NATIONAL BANK & TRUST 200 3,000 0.00%
6 REILLY FINANCIAL ADVISORS, LLC 200 3,000 0.00%
7 First Horizon Advisors, Inc. 200 3,000 0.00%
8 Simplicity Solutions, LLC 233 3,910 0.00%
9 SIGNATUREFD, LLC 210 4,000 0.00%
10 Spot Trading L.L.C 213 4,000 0.00%
11 MUFG Americas Holdings Corp 250 4,000 0.00%
12 ASSET PLANNING SERVICES, LTD. 260 4,000 0.00%
13 TRUST DEPARTMENT MB FINANCIAL BANK N A 300 5,000 0.00%
14 WESTPORT RESOURCES MANAGEMENT INC 300 5,000 0.00%
15 Regal Investment Advisors LLC 400 6,000 0.00%
16 Archford Capital Strategies, LLC 414 7,000 0.00%
17 UBS Group AG 400 7,000 0.00% Put
18 VALLEY NATIONAL ADVISERS INC 500 8,000 0.00% PRN
19 MassMutual Private Wealth & Trust, FSB 400 8,920 0.00%
20 Sandy Spring Bank 600 10,000 0.00%
21 JFS WEALTH ADVISORS, LLC 570 10,000 0.00%
22 Riggs Asset Managment Co. Inc. 675 11,000 0.00%
23 TCI Wealth Advisors, Inc. 748 13,000 0.00%
24 Windsor Capital Management, LLC 900 15,000 0.00%
25 Oakworth Capital, Inc. 900 15,000 0.00%
26 Edge Wealth Management LLC 1,000 16,000 0.00%
27 Family Capital Trust Co 1,100 18,000 0.00%
28 RISK PARADIGM GROUP, LLC 1,221 20,488 0.00%
29 KINGS POINT CAPITAL MANAGEMENT 1,283 22,000 0.00%
30 MYCIO WEALTH PARTNERS, LLC 1,500 25,000 0.00%
31 Hudock, Inc. 1,500 25,000 0.00%
32 ADIRONDACK TRUST CO 1,510 25,000 0.00%
33 TORONTO DOMINION BANK 1,550 26,000 0.00%
34 ENVESTNET ASSET MANAGEMENT INC 1,600 27,000 0.00%
35 THRIVENT FINANCIAL FOR LUTHERANS 1,500 28,000 0.00%
36 FIRST MERCANTILE TRUST CO 1,970 33,000 0.00%
37 JNBA Financial Advisors 2,000 34,000 0.00%
38 UBS Group AG 2,100 35,000 0.00% Call
39 Pinnacle Summer Investments, Inc. 2,662 45,000 0.00%
40 Kistler-Tiffany Companies, LLC 1,820 45,000 0.00%
41 Shamrock Asset Management LLC 2,767 46,000 0.00%
42 Advisory Services Network, LLC 2,790 46,000 0.00%
43 FineMark National Bank & Trust 2,800 47,000 0.00%
44 Ledyard National Bank 3,000 50,000 0.00%
45 BESSEMER GROUP INC 3,000 50,000 0.00%
46 INTEGRATED WEALTH MANAGEMENT 3,105 52,000 0.00%
47 Evercore Wealth Management, LLC 3,570 60,000 0.00%
48 Joel Isaacson & Co., LLC 3,702 62,000 0.00%
49 Sunbelt Securities, Inc. 4,553 76,393 0.00%
50 FIRST INTERSTATE BANK 4,600 77,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.