HB Wealth Management »

Kayne Anderson MLP Investment shares owned by HB Wealth Management

Quarter-by-quarter ownership of Kayne Anderson MLP Investment (KYN) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Kayne Anderson MLP Investment

Tip: Access up to 7 years of quarterly data

All positions including Kayne Anderson MLP Investment held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Kayne Anderson MLP Investment by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 120k 12.37
2025-06-30 $1.6M 123k 12.72
2025-03-31 $1.6M 127k 12.83
2024-12-31 $2.0M 158k 12.71

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Kayne Anderson MLP Investment

Morgan Stanley
Cetera Investment Advisers
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
Advisors Asset Management
City of London Investment Management Company
Terril Brothers
Pathstone Holdings
UBS Group
Stifel Financial
Stansberry Asset Management
Kayne Anderson Capital Advisors, L.p
Advisor Group Holdings
Cadent Capital Advisors

View all funds holding Kayne Anderson MLP Investment