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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.26K+ 5.89% |
$57.9K - $63K
|
76.6K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.7KNew |
$254K - $276K
|
18.7K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.1K- 1.82% |
$151K - $164K
|
598K
$7.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 8.36% |
$68K - $74K
|
64.8K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40New |
$544 - $592
|
40
$528
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 84.99% |
$137K - $149K
|
21.9K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8K+ 37.5% |
$147K - $160K
|
39.7K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-19.7K- 29.13% |
$269K - $292K
|
48.1K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.5K+ 46.75% |
$469K - $511K
|
108K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.4K- 13.18% |
$577K - $628K
|
279K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-222K- 19.0% |
$3.01M - $3.28M
|
945K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-46- 0.12% |
$626 - $681
|
37.9K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-7.36K- 27.2% |
$100K - $109K
|
19.7K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-6.34K- 11.34% |
$86.2K - $93.8K
|
49.5K
$654K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.54K- 1.98% |
$34.5K - $37.6K
|
126K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01K- 2.89% |
$13.8K - $15K
|
34K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.22K+ 0.61% |
$43.8K - $47.6K
|
531K
$7.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.6K- 64.82% |
$416K - $453K
|
16.6K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.64K+ 6.53% |
$131K - $143K
|
157K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.52K- 9.36% |
$20.7K - $22.5K
|
14.7K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
357KNew |
$4.86M - $5.29M
|
357K
$4.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-17.1K- 4.02% |
$233K - $253K
|
409K
$5.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22K- 21.39% |
$300K - $326K
|
81K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
558+ 4.4% |
$7.59K - $8.26K
|
13.2K
$175K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.68K+ 18.21% |
$63.6K - $69.2K
|
30.4K
$401K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-81- 0.11% |
$1.1K - $1.2K
|
76.5K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.58K- 20.84% |
$130K - $142K
|
36.4K
$480K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12K- 20.43% |
$163K - $178K
|
46.7K
$617K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
50KNew |
$680K - $740K
|
50K
$660K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.89K- 16.14% |
$39.3K - $42.8K
|
15K
$198K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6.95K+ 36.76% |
$94.5K - $103K
|
25.9K
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.62K+ 2.33% |
$35.6K - $38.7K
|
115K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.3KNew |
$575K - $625K
|
42.3K
$558K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.17K+ 3.29% |
$43.1K - $46.9K
|
99.4K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.9KNew |
$230K - $250K
|
16.9K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.17K+ 48.67% |
$70.4K - $76.6K
|
15.8K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 11.97% |
$24.2K - $26.4K
|
16.7K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.16K- 18.23% |
$42.9K - $46.7K
|
14.2K
$187K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13KNew |
$177K - $192K
|
13K
$172K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 0.88% |
$21.4K - $23.3K
|
178K
$2.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
600New |
$8.16K - $8.88K
|
600
$7.92K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.07K+ 4.78% |
$14.6K - $15.9K
|
23.5K
$311K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3KNew |
$168K - $182K
|
12.3K
$163K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.45KNew |
$19.7K - $21.5K
|
1.45K
$19.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
46New |
$626 - $681
|
46
$607
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.96K- 52.44% |
$38.4K - $40.6K
|
2.69K
$35.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44New |
$570 - $603
|
44
$581
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
376New |
$4.87K - $5.15K
|
376
$4.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-66- 22.3% |
$855 - $904
|
230
$3.04K
|
|