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 |
|---|---|---|---|---|---|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
11,752
shares
|
$137,615
0.05% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
11,715
shares
|
$137,182
0.09% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
7,911
shares
|
$92,637
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
7,310
shares
|
$85,600
0.0% of portfolio
|
Q3 2025
Reduced 45.02%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,962
shares
|
$69,815
0.0% of portfolio
|
Q3 2025
Added 52.68%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
5,100
shares
|
$59,721
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
5,076
shares
|
$59,439
0.0% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,868
shares
|
$21,874
0.0% of portfolio
|
Q3 2025
Added 51.26%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,600
shares
|
$18,736
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,269
shares
|
$14,859
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,250
shares
|
$14,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,022
shares
|
$11,967
0.0% of portfolio
|
Q3 2025
Reduced 76.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,000
shares
|
$11,710
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
903
shares
|
$10,574
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
750
shares
|
$8,782
0.01% of portfolio
|
Q4 2024
Reduced 48.28%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
500
shares
|
$5,855
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
370
shares
|
$4,332
0.0% of portfolio
|
Q3 2025
Added 704.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
230
shares
|
$2,693
0.0% of portfolio
|
Q1 2024
Added 28.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
162
shares
|
$1,897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
157
shares
|
$1,838
0.0% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
148
shares
|
$1,733
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
67
shares
|
$784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
62
shares
|
$726
0.0% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
60
shares
|
$702
0.0% of portfolio
|
Q3 2025
Reduced 96.0%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q1 2025
New holding
|
|