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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
165+ 1.09% |
$2.01K - $2.24K
|
15.3K
$191K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-35.1K- 9.17% |
$427K - $478K
|
348K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.19K+ 3.02% |
$14.5K - $16.2K
|
40.7K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
30.1KNew |
$366K - $410K
|
30.1K
$376K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.67K+ 15.26% |
$32.5K - $36.4K
|
20.2K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
67New |
$815 - $911
|
67
$838
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
601KNew |
$7.31M - $8.18M
|
601K
$7.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.88K+ 3.38% |
$47.1K - $52.7K
|
118K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
34.2KNew |
$416K - $466K
|
34.2K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12.5KNew |
$152K - $170K
|
12.5K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14K+ 47.52% |
$170K - $190K
|
43.4K
$543K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
5.1KNew |
$62K - $69.4K
|
5.1K
$63.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.36K- 5.68% |
$114K - $127K
|
156K
$1.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.56K- 35.22% |
$104K - $116K
|
15.7K
$197K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
46+ 0.3% |
$559 - $626
|
15.5K
$194K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.09KNew |
$25.5K - $28.5K
|
2.09K
$26.2K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.6K- 44.25% |
$307K - $354K
|
29.7K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$652 - $752
|
50
$625
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
752New |
$9.8K - $11.3K
|
752
$9.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.39K+ 3.66% |
$18.1K - $20.9K
|
39.3K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
15.4K+ 32.0% |
$200K - $231K
|
63.4K
$793K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
628New |
$8.18K - $9.45K
|
628
$7.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.5KNew |
$293K - $338K
|
22.5K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
23.3KNew |
$303K - $350K
|
23.3K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$15.6K - $18K
|
1.2K
$15K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.87K- 40.47% |
$116K - $133K
|
13.1K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.4KNew |
$135K - $156K
|
10.4K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1K+ 3.87% |
$13K - $15K
|
26.9K
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16KNew |
$209K - $241K
|
16K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 66.67% |
$5.21K - $6.02K
|
200
$2.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-700- 48.28% |
$9.12K - $10.5K
|
750
$9.38K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40New |
$544 - $592
|
40
$500
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.52K- 9.36% |
$20.7K - $22.5K
|
14.7K
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
50KNew |
$680K - $740K
|
50K
$625K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.9KNew |
$230K - $250K
|
16.9K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 11.97% |
$24.2K - $26.4K
|
16.7K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13KNew |
$177K - $192K
|
13K
$163K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
46New |
$626 - $681
|
46
$575
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.96K- 52.44% |
$38.4K - $40.6K
|
2.69K
$33.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44New |
$570 - $603
|
44
$550
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
376New |
$4.87K - $5.15K
|
376
$4.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
75.1KNew |
$972K - $1.03M
|
75.1K
$939K
|
|
| Q1 2024 | |||||||
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
272KNew |
$3.38M - $3.69M
|
272K
$3.41M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66+ 28.7% |
$818 - $894
|
296
$3.7K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-16.5K- 23.77% |
$205K - $224K
|
53K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.4K- 24.54% |
$142K - $155K
|
35.1K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13KNew |
$161K - $176K
|
13K
$162K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-56.3K- 39.39% |
$698K - $763K
|
86.7K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.4KNew |
$525K - $574K
|
42.4K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.44K+ 27.67% |
$42.6K - $46.6K
|
15.9K
$198K
|
|