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 |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
22,914
shares
|
$268,322
0.08% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
21,708
shares
|
$254,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$234,200
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,521
shares
|
$205,170
0.0% of portfolio
|
Q3 2025
Reduced 41.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
17,355
shares
|
$203,227
0.0% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,684
shares
|
$195,369
0.0% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
16,401
shares
|
$192,055
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,138
shares
|
$188,975
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
16,066
shares
|
$188,132
0.12% of portfolio
|
Q3 2025
Added 28.52%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
15,971
shares
|
$187,020
0.02% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,938
shares
|
$186,633
0.0% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
15,457
shares
|
$181,001
0.14% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
15,436
shares
|
$180,755
0.06% of portfolio
|
Q3 2025
Added 29.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
14,388
shares
|
$168,483
0.0% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
13,934
shares
|
$163,167
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
13,728
shares
|
$160,754
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
13,235
shares
|
$154,981
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,175
shares
|
$154,279
0.0% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
12,996
shares
|
$152,183
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
12,938
shares
|
$151,503
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,155
shares
|
$142,335
0.0% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
11,944
shares
|
$139,864
0.06% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,902
shares
|
$139,372
0.04% of portfolio
|
Q3 2025
Reduced 13.88%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
11,874
shares
|
$139,044
0.04% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
11,781
shares
|
$137,955
0.0% of portfolio
|
Q3 2025
New holding
|
|