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 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
23.3KNew |
$303K - $350K
|
23.3K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21KNew |
$273K - $315K
|
21K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.5K+ 43.79% |
$241K - $278K
|
60.8K
$781K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16KNew |
$209K - $241K
|
16K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
15.1KNew |
$197K - $227K
|
15.1K
$194K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.4KNew |
$135K - $156K
|
10.4K
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.28K+ 6.52% |
$68.8K - $79.4K
|
86.3K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.85K+ 4.88% |
$63.2K - $73K
|
104K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.35K+ 23.64% |
$43.6K - $50.3K
|
17.5K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.49K+ 16.58% |
$32.5K - $37.5K
|
17.5K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.5KNew |
$19.5K - $22.5K
|
1.5K
$19.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$15.6K - $18K
|
1.2K
$15.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1K+ 3.87% |
$13K - $15K
|
26.9K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
765+ 3.25% |
$9.97K - $11.5K
|
24.3K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
136New |
$1.77K - $2.05K
|
136
$1.75K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
119+ 0.9% |
$1.55K - $1.79K
|
13.4K
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-318- 2.01% |
$4.14K - $4.78K
|
15.5K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 66.67% |
$5.21K - $6.02K
|
200
$2.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-700- 48.28% |
$9.12K - $10.5K
|
750
$9.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.77K- 2.31% |
$23K - $26.6K
|
74.7K
$961K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.7K- 5.78% |
$35.2K - $40.6K
|
44K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.3K- 18.51% |
$82.1K - $94.8K
|
27.7K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.87K- 40.47% |
$116K - $133K
|
13.1K
$168K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13.4K- 7.53% |
$175K - $202K
|
165K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-85.2K- 20.86% |
$1.11M - $1.28M
|
323K
$4.16M
|