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 70 institutions that hold shares in the stock, with a total of 5.41 Million shares, which have been reported (via 13F filing form) to have a value of $66.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
35,000
shares
|
$431,550
0.52% of portfolio
|
Q2 2023
Added 2.94%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
30,135
shares
|
$371,564
0.01% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
29,443
shares
|
$363,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
29,313
shares
|
$361,429
0.0% of portfolio
|
Q4 2024
Added 76.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
27,734
shares
|
$341,960
0.0% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
26,852
shares
|
$331,085
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
24,297
shares
|
$299,582
0.04% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
23,270
shares
|
$286,919
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,671
shares
|
$279,533
0.0% of portfolio
|
Q4 2024
Added 21.5%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
22,483
shares
|
$277,215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
20,969
shares
|
$258,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$246,600
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gator Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
19,693
shares
|
$242,814
0.1% of portfolio
|
Q3 2024
Reduced 27.2%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
17,522
shares
|
$216,046
0.13% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,498
shares
|
$215,750
0.0% of portfolio
|
Q4 2024
Added 23.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,684
shares
|
$205,713
0.0% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
16,041
shares
|
$197,785
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
15,486
shares
|
$190,942
0.01% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
15,098
shares
|
$186,158
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
13,728
shares
|
$169,266
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
13,370
shares
|
$164,852
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
13,354
shares
|
$164,654
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
13,144
shares
|
$162,065
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
13,050
shares
|
$160,906
0.0% of portfolio
|
Q4 2024
Reduced 40.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,000
shares
|
$160,290
0.0% of portfolio
|
Q3 2024
New holding
|