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 |
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,041
shares
|
$192,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
15,739
shares
|
$189,025
0.02% of portfolio
|
Q1 2025
Reduced 35.22%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
15,532
shares
|
$186,539
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,319
shares
|
$183,981
0.0% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
15,263
shares
|
$183,308
0.17% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
15,259
shares
|
$183,260
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gator Capital Management, LLC
|
May 13, 2025 Q1 2025 |
13,820
shares
|
$165,978
0.07% of portfolio
|
Q1 2025
Reduced 29.82%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
13,728
shares
|
$164,873
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,370
shares
|
$160,573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
13,144
shares
|
$157,859
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
13,050
shares
|
$156,730
0.0% of portfolio
|
Q4 2024
Reduced 40.47%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,996
shares
|
$156,081
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
12,938
shares
|
$155,385
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
12,501
shares
|
$150,137
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,176
shares
|
$146,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,369
shares
|
$124,531
0.0% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
9,334
shares
|
$112,101
0.01% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,476
shares
|
$65,766
0.0% of portfolio
|
Q1 2025
Added 266.29%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
5,100
shares
|
$61,251
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,149
shares
|
$25,809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,093
shares
|
$25,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,600
shares
|
$19,216
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
750
shares
|
$9,007
0.01% of portfolio
|
Q4 2024
Reduced 48.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
230
shares
|
$2,762
0.0% of portfolio
|
Q1 2024
Added 28.7%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$2,402
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|