Institutional Ownership Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,712,582
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,124,139
shares
|
$13.2 Million
0.19% of portfolio
|
Q3 2025
Added 213.5%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
1,069,302
shares
|
$12.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 39.36%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
717,954
shares
|
$8.41 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
572,119
shares
|
$6.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
530,641
shares
|
$6.21 Million
0.0% of portfolio
|
Q3 2025
Added 108.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
527,002
shares
|
$6.17 Million
0.0% of portfolio
|
Q2 2025
Added 50.69%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
445,362
shares
|
$5.22 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
424,203
shares
|
$4.97 Million
0.09% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
302,517
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
201,920
shares
|
$2.36 Million
0.1% of portfolio
|
Q3 2025
Reduced 64.66%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
176,246
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 37.41%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
152,702
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
143,351
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 26.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
140,834
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 48.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
131,936
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 22.02%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
130,407
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
111,712
shares
|
$1.31 Million
0.65% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
110,115
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
98,448
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
78,273
shares
|
$916,576
0.0% of portfolio
|
Q3 2025
Added 52.14%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
75,299
shares
|
$881,751
0.04% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
73,531
shares
|
$861,048
0.28% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
63,667
shares
|
$745,540
0.0% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
58,344
shares
|
$683,208
0.26% of portfolio
|
Q3 2025
Added 21.4%
|
|