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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
75.1KNew |
$972K - $1.03M
|
75.1K
$978K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.4K- 16.28% |
$17.4K - $19K
|
7.2K
$93.8K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-16.5K- 23.77% |
$205K - $224K
|
53K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.4K- 24.54% |
$142K - $155K
|
35.1K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13KNew |
$161K - $176K
|
13K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-56.3K- 39.39% |
$698K - $763K
|
86.7K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.4KNew |
$525K - $574K
|
42.4K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.44K+ 27.67% |
$42.6K - $46.6K
|
15.9K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.8KNew |
$258K - $282K
|
20.8K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$12.4K - $13.6K
|
1K
$13K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
13.1KNew |
$163K - $178K
|
13.1K
$171K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
78New |
$967 - $1.06K
|
78
$1.02K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$4.96K - $5.42K
|
400
$5.21K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3KNew |
$37.2K - $40.7K
|
3K
$39.1K
|
|
| Q4 2023 | |||||||
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4KNew |
$150K - $168K
|
13.4K
$174K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.9KNew |
$144K - $162K
|
12.9K
$168K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$11.2K - $12.6K
|
1K
$13K
|
|
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
47.2K+ 81.33% |
$528K - $593K
|
105K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-36.4K- 5.57% |
$407K - $458K
|
617K
$8.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15.6KNew |
$175K - $196K
|
15.6K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-344K- 34.94% |
$3.84M - $4.32M
|
640K
$8.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.2KNew |
$136K - $153K
|
12.2K
$159K
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
21.9K+ 192.79% |
$245K - $275K
|
33.3K
$433K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
200New |
$2.24K - $2.51K
|
200
$2.61K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.4KNew |
$139K - $156K
|
12.4K
$161K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
280New |
$3.25K - $3.49K
|
280
$3.65K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.27K- 14.62% |
$96.1K - $103K
|
48.3K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.41K- 2.33% |
$62.8K - $67.3K
|
226K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-24.2K- 31.21% |
$281K - $301K
|
53.3K
$695K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-97.4K- 78.56% |
$1.13M - $1.21M
|
26.6K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-95.4K- 82.23% |
$1.11M - $1.19M
|
20.6K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.22KNew |
$49K - $52.5K
|
4.22K
$55K
|
|
|
Nov 13, 2023
Q3 2023
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-18.2K- 41.93% |
$211K - $226K
|
25.2K
$328K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.97K- 13.1% |
$22.9K - $24.5K
|
13.1K
$170K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16KNew |
$186K - $199K
|
16K
$208K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.23KNew |
$56.3K - $61.3K
|
5.23K
$68.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$116K - $127K
|
10.8K
$141K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-207K- 60.55% |
$2.23M - $2.42M
|
135K
$1.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.27K- 16.54% |
$35.2K - $38.3K
|
16.5K
$215K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20KNew |
$215K - $234K
|
20K
$261K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
944New |
$10.2K - $11.1K
|
944
$12.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.34K+ 6.21% |
$68.3K - $74.4K
|
109K
$1.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1K+ 2.94% |
$10.8K - $11.7K
|
35K
$456K
|
|
| Q1 2023 | |||||||
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
12.9KNew |
$134K - $156K
|
12.9K
$169K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 25.86% |
$123K - $144K
|
57.9K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
270KNew |
$2.79M - $3.26M
|
270K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
152KNew |
$1.57M - $1.84M
|
152K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.6KNew |
$255K - $297K
|
24.6K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
530New |
$5.49K - $6.41K
|
530
$6.91K
|
|