Purchases and Sales Made in Q2 2025 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q2 2025. The information is specifically focused on institutions that hold shares of KKR Income Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
364K+ 31.55% |
$4M - $4.57M
|
1.52M
$17.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
172KNew |
$1.89M - $2.16M
|
172K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
154KNew |
$1.69M - $1.94M
|
154K
$1.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
111KNew |
$1.22M - $1.39M
|
111K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
75.9KNew |
$834K - $953K
|
75.9K
$889K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.3K+ 50.69% |
$487K - $556K
|
132K
$1.54M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.3K+ 50.69% |
$487K - $556K
|
132K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.7K+ 20.67% |
$480K - $548K
|
255K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
37.8KNew |
$415K - $475K
|
37.8K
$442K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.8KNew |
$339K - $387K
|
30.8K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
20.9KNew |
$229K - $262K
|
20.9K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.7KNew |
$227K - $259K
|
20.7K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 5.26% |
$187K - $214K
|
340K
$3.99M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.5K+ 51.05% |
$182K - $208K
|
49K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.4K+ 17.85% |
$180K - $206K
|
108K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.3K+ 6.31% |
$157K - $179K
|
240K
$2.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.7K+ 12.82% |
$139K - $159K
|
111K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
12.6K+ 3.11% |
$138K - $158K
|
416K
$4.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 11.89% |
$132K - $151K
|
113K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12KNew |
$132K - $151K
|
12K
$140K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10.6K+ 3.04% |
$116K - $133K
|
359K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$115K - $132K
|
10.5K
$123K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
9.72K+ 25.34% |
$107K - $122K
|
48.1K
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.46K+ 54.48% |
$93K - $106K
|
24K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.12K+ 10.29% |
$89.3K - $102K
|
87.1K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.93K+ 15.55% |
$76.1K - $87K
|
51.4K
$602K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.8K+ 22.3% |
$74.7K - $85.3K
|
37.3K
$436K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.21K+ 5.92% |
$68.3K - $78K
|
111K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.6K+ 18.61% |
$61.6K - $70.4K
|
35.7K
$418K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.49K+ 13.48% |
$60.3K - $68.9K
|
46.2K
$541K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.43K+ 7.05% |
$59.7K - $68.2K
|
82.5K
$966K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.3K+ 21.49% |
$58.2K - $66.5K
|
29.9K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
5.05K+ 10.74% |
$55.5K - $63.4K
|
52.1K
$610K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
4.77K+ 17.76% |
$52.4K - $59.9K
|
31.6K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.45K+ 12.1% |
$48.9K - $55.9K
|
41.2K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.05K+ 4.51% |
$22.5K - $25.8K
|
47.5K
$556K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.83KNew |
$20.1K - $23K
|
1.83K
$21.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.81K+ 86.57% |
$19.9K - $22.8K
|
3.91K
$45.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5KNew |
$16.5K - $18.8K
|
1.5K
$17.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.47KNew |
$16.2K - $18.5K
|
1.47K
$17.2K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 10.25% |
$14.7K - $16.8K
|
14.4K
$168K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.31KNew |
$14.4K - $16.5K
|
1.31K
$15.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.25KNew |
$13.7K - $15.7K
|
1.25K
$14.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24KNew |
$13.6K - $15.5K
|
1.24K
$14.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
825+ 5.14% |
$9.07K - $10.4K
|
16.9K
$198K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
600New |
$6.59K - $7.54K
|
600
$7.03K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
585+ 4.38% |
$6.43K - $7.35K
|
14K
$163K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
372New |
$4.09K - $4.67K
|
372
$4.36K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
334+ 3.02% |
$3.67K - $4.2K
|
11.4K
$133K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
296+ 2.56% |
$3.25K - $3.72K
|
11.9K
$139K
|
|