Joseph P. Lucia & Associates, LLC Kkr Income Opportunities Fund Transaction History
Joseph P. Lucia & Associates, LLC
- $218 Million
- Q3 2025
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Kkr Income Opportunities Fund stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 111,712 shares of KIO stock, worth $1.31 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
111,712
Previous 111,051
0.6%
Holding current value
$1.31 Million
Previous $1.39 Million
1.29%
% of portfolio
0.65%
Previous 0.69%
Shares
27 transactions
Others Institutions Holding KIO
# of Institutions
101Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.71MShares$20.1 Million0.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.12MShares$13.2 Million0.19% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN1.07MShares$12.5 Million0.27% of portfolio
-
Guggenheim Capital LLC Chicago, IL718KShares$8.41 Million0.07% of portfolio
-
Ubs Group Ag572KShares$6.7 Million0.0% of portfolio
About KKR Income Opportunities Fund
- Ticker KIO
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- KKR Income Opportunities Fund is a close ended fixed income mutual fund launched by Kohlberg Kravis Roberts & Co. L.P. The fund is managed by KKR Asset Management LLC. It invests in fixed income markets and hedging markets across the globe. The fund primarily invests in first- and second-lien secured loans, unsecured loans and high yield co...