Latest Institutional Transactions on Kkr Income Opportunities Fund (KIO)
This table provides information on the latest institutional transactions involving Kkr Income Opportunities Fund (KIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.01K+ 21.5% |
$52.3K - $60.3K
|
22.7K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-398- 0.35% |
$5.19K - $5.99K
|
115K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$652 - $752
|
50
$632
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.54K+ 3.06% |
$111K - $128K
|
288K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
45.9K+ 7.67% |
$598K - $691K
|
644K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.03K- 11.92% |
$13.4K - $15.4K
|
7.58K
$95.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
15.4K+ 32.0% |
$200K - $231K
|
63.4K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.78K+ 6.24% |
$62.3K - $71.9K
|
81.4K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
752New |
$9.8K - $11.3K
|
752
$9.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.39K+ 3.66% |
$18.1K - $20.9K
|
39.3K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54K+ 5.72% |
$704K - $813K
|
999K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.96K- 15.88% |
$25.5K - $29.4K
|
10.4K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-587- 1.19% |
$7.65K - $8.83K
|
48.9K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 1.54% |
$13K - $15K
|
63.8K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
25.8K+ 7.22% |
$336K - $388K
|
383K
$4.84M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.89K+ 4.74% |
$24.6K - $28.4K
|
41.6K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.5KNew |
$293K - $338K
|
22.5K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
74.2K+ 68.5% |
$967K - $1.12M
|
183K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37K+ 6.97% |
$482K - $557K
|
568K
$7.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
628New |
$8.18K - $9.45K
|
628
$7.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7K+ 76.36% |
$165K - $191K
|
29.3K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.28K- 2.08% |
$42.7K - $49.3K
|
154K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.16K+ 8.69% |
$41.2K - $47.6K
|
39.5K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-225- 0.74% |
$2.93K - $3.38K
|
30.1K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.6K+ 29.94% |
$490K - $566K
|
163K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.28K+ 6.52% |
$68.8K - $79.4K
|
86.3K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
136New |
$1.77K - $2.05K
|
136
$1.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-85.2K- 20.86% |
$1.11M - $1.28M
|
323K
$4.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$15.6K - $18K
|
1.2K
$15.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
23.3KNew |
$303K - $350K
|
23.3K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.35K+ 23.64% |
$43.6K - $50.3K
|
17.5K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.4KNew |
$135K - $156K
|
10.4K
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.3K- 18.51% |
$82.1K - $94.8K
|
27.7K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.87K- 40.47% |
$116K - $133K
|
13.1K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.77K- 2.31% |
$23K - $26.6K
|
74.7K
$945K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21KNew |
$273K - $315K
|
21K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.5KNew |
$19.5K - $22.5K
|
1.5K
$18.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.7K- 5.78% |
$35.2K - $40.6K
|
44K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
119+ 0.9% |
$1.55K - $1.79K
|
13.4K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.5K+ 43.79% |
$241K - $278K
|
60.8K
$768K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1K+ 3.87% |
$13K - $15K
|
26.9K
$339K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16KNew |
$209K - $241K
|
16K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
15.1KNew |
$197K - $227K
|
15.1K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.49K+ 16.58% |
$32.5K - $37.5K
|
17.5K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.85K+ 4.88% |
$63.2K - $73K
|
104K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 66.67% |
$5.21K - $6.02K
|
200
$2.53K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
765+ 3.25% |
$9.97K - $11.5K
|
24.3K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-318- 2.01% |
$4.14K - $4.78K
|
15.5K
$196K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-700- 48.28% |
$9.12K - $10.5K
|
750
$9.48K
|