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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
683+ 4.86% |
$7.08K - $8.26K
|
14.7K
$194K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
323New |
$3.35K - $3.91K
|
323
$4.26K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
14.1KNew |
$146K - $170K
|
14.1K
$186K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
11+ 1.03% |
$114 - $133
|
1.08K
$14.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
771New |
$7.99K - $9.32K
|
771
$10.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.6KNew |
$16.6K - $19.3K
|
1.6K
$21.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8KNew |
$133K - $155K
|
12.8K
$169K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
83New |
$884 - $973
|
83
$1.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
25.9K+ 14.58% |
$276K - $303K
|
203K
$2.69M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-24.4K- 43.1% |
$273K - $315K
|
32.2K
$425K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-85.7K- 61.6% |
$959K - $1.11M
|
53.4K
$705K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
238+ 2.17% |
$2.66K - $3.08K
|
11.2K
$148K
|
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
24.4K+ 243.81% |
$273K - $315K
|
34.4K
$454K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300New |
$3.36K - $3.88K
|
300
$3.96K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6.48K+ 43.45% |
$75K - $95.7K
|
21.4K
$283K
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-19.7KClosed |
$228K - $291K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
14.3KNew |
$165K - $211K
|
14.3K
$189K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.2KNew |
$175K - $224K
|
15.2K
$200K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
80.3KNew |
$929K - $1.19M
|
80.3K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.45K- 12.6% |
$16.7K - $21.3K
|
10K
$132K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.4KNew |
$120K - $153K
|
10.4K
$137K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
10.6KNew |
$122K - $156K
|
10.6K
$139K
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
21.4K+ 122.71% |
$248K - $316K
|
38.9K
$513K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-400Closed |
$6.28K - $6.77K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.45KClosed |
$22.8K - $24.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$566K - $585K
|
35K
$462K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1KClosed |
$16.2K - $16.7K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$190K - $197K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-37.1KClosed |
$585K - $619K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-53Closed |
$835 - $884
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-550Closed |
$8.67K - $9.17K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-13.5KClosed |
$213K - $225K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-924Closed |
$14.6K - $15.4K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-300Closed |
$4.73K - $5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-53.1KClosed |
$763K - $840K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-47.6KClosed |
$684K - $753K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-117Closed |
$1.54K - $1.7K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
535KNew |
$7.05M - $7.77M
|
535K
$7.07M
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01KClosed |
$12.5K - $14K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.78K- 5.63% |
$36.3K - $49.8K
|
63.5K
$838K
|
|
|
Aug 14, 2020
Q2 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.4KClosed |
$129K - $177K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-17.4KClosed |
$167K - $229K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-16.8KClosed |
$152K - $274K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-77.4KClosed |
$701K - $1.26M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-378Closed |
$5.74K - $6.03K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-18.8KClosed |
$282K - $302K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-25.2KClosed |
$379K - $405K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-17KClosed |
$255K - $273K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-600Closed |
$9.03K - $9.65K
|
0
$0
|
|