Purchases and Sales Made in Q4 2024 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
74.2K+ 68.5% |
$967K - $1.12M
|
183K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54K+ 5.72% |
$704K - $813K
|
999K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
45.9K+ 7.67% |
$598K - $691K
|
644K
$7.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.6K+ 29.94% |
$490K - $566K
|
163K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37K+ 6.97% |
$482K - $557K
|
568K
$7M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.4KNew |
$384K - $443K
|
29.4K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.8K+ 7.22% |
$336K - $388K
|
383K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
23.3KNew |
$303K - $350K
|
23.3K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.5KNew |
$293K - $338K
|
22.5K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21KNew |
$273K - $315K
|
21K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.5K+ 43.79% |
$241K - $278K
|
60.8K
$749K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16KNew |
$209K - $241K
|
16K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
15.4K+ 32.0% |
$200K - $231K
|
63.4K
$782K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
15.1KNew |
$197K - $227K
|
15.1K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7K+ 76.36% |
$165K - $191K
|
29.3K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.4KNew |
$135K - $156K
|
10.4K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.54K+ 3.06% |
$111K - $128K
|
288K
$3.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.28K+ 6.52% |
$68.8K - $79.4K
|
86.3K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.85K+ 4.88% |
$63.2K - $73K
|
104K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.78K+ 6.24% |
$62.3K - $71.9K
|
81.4K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.01K+ 21.5% |
$52.3K - $60.3K
|
22.7K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.35K+ 23.64% |
$43.6K - $50.3K
|
17.5K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.16K+ 8.69% |
$41.2K - $47.6K
|
39.5K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.49K+ 16.58% |
$32.5K - $37.5K
|
17.5K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.89K+ 4.74% |
$24.6K - $28.4K
|
41.6K
$513K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.5KNew |
$19.5K - $22.5K
|
1.5K
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.39K+ 3.66% |
$18.1K - $20.9K
|
39.3K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$15.6K - $18K
|
1.2K
$14.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1K+ 3.87% |
$13K - $15K
|
26.9K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
765+ 3.25% |
$9.97K - $11.5K
|
24.3K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
752New |
$9.8K - $11.3K
|
752
$9.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
628New |
$8.18K - $9.45K
|
628
$7.74K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
136New |
$1.77K - $2.05K
|
136
$1.68K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
119+ 0.9% |
$1.55K - $1.79K
|
13.4K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$652 - $752
|
50
$617
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-225- 0.74% |
$2.93K - $3.38K
|
30.1K
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-318- 2.01% |
$4.14K - $4.78K
|
15.5K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-398- 0.35% |
$5.19K - $5.99K
|
115K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 66.67% |
$5.21K - $6.02K
|
200
$2.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-587- 1.19% |
$7.65K - $8.83K
|
48.9K
$603K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-700- 48.28% |
$9.12K - $10.5K
|
750
$9.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 1.54% |
$13K - $15K
|
63.8K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.03K- 11.92% |
$13.4K - $15.4K
|
7.58K
$93.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.77K- 2.31% |
$23K - $26.6K
|
74.7K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.96K- 15.88% |
$25.5K - $29.4K
|
10.4K
$128K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.7K- 5.78% |
$35.2K - $40.6K
|
44K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.28K- 2.08% |
$42.7K - $49.3K
|
154K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.3K- 18.51% |
$82.1K - $94.8K
|
27.7K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.87K- 40.47% |
$116K - $133K
|
13.1K
$161K
|