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 82 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
53,260
shares
|
$639,652
0.0% of portfolio
|
Q1 2025
Added 92.04%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
52,976
shares
|
$636,241
0.29% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
50,023
shares
|
$600,776
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
48,929
shares
|
$587,637
0.1% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Robinson Capital Management, LLC
|
May 13, 2025 Q1 2025 |
47,039
shares
|
$564,938
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
44,523
shares
|
$534,721
0.0% of portfolio
|
Q1 2025
Added 51.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
43,435
shares
|
$521,654
0.0% of portfolio
|
Q1 2025
Added 47.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,622
shares
|
$499,880
0.0% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
40,726
shares
|
$489,119
0.0% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
39,272
shares
|
$471,656
0.0% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
38,342
shares
|
$460,487
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
35,000
shares
|
$420,350
0.55% of portfolio
|
Q2 2023
Added 2.94%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
34,234
shares
|
$411,150
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
30,474
shares
|
$365,992
0.01% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
30,119
shares
|
$361,729
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
26,852
shares
|
$322,492
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
26,591
shares
|
$319,357
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
24,646
shares
|
$295,998
0.0% of portfolio
|
Q1 2025
Added 40.85%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
24,237
shares
|
$291,086
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
23,270
shares
|
$279,472
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
22,419
shares
|
$269,252
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
20,466
shares
|
$245,796
0.0% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
20,196
shares
|
$242,553
0.1% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$240,200
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,684
shares
|
$200,374
0.0% of portfolio
|
Q3 2024
Added 11.97%
|