Purchases and Sales Made in Q4 2025 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
45.3KNew |
$525K - $569K
|
45.3K
$530K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.29K+ 10475.0% |
$72.8K - $79.1K
|
6.35K
$74.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
493+ 8.27% |
$5.71K - $6.2K
|
6.46K
$75.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
407+ 2.55% |
$4.72K - $5.12K
|
16.4K
$192K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
364+ 3.11% |
$4.22K - $4.58K
|
12.1K
$141K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-247- 24.17% |
$2.86K - $3.11K
|
775
$9.08K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-486- 1.63% |
$5.63K - $6.11K
|
29.3K
$343K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-553- 1.27% |
$6.41K - $6.96K
|
42.9K
$503K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.65K- 6.32% |
$112K - $121K
|
143K
$1.68M
|
|