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, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
13.1KNew |
$163K - $178K
|
13.1K
$164K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$12.4K - $13.6K
|
1K
$12.5K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
78New |
$967 - $1.06K
|
78
$975
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$4.96K - $5.42K
|
400
$5K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3KNew |
$37.2K - $40.7K
|
3K
$37.5K
|
|
Q4 2023 | |||||||
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4KNew |
$150K - $168K
|
13.4K
$167K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.9KNew |
$144K - $162K
|
12.9K
$161K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$11.2K - $12.6K
|
1K
$12.5K
|
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
47.2K+ 81.33% |
$528K - $593K
|
105K
$1.32M
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-36.4K- 5.57% |
$407K - $458K
|
617K
$7.72M
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15.6KNew |
$175K - $196K
|
15.6K
$195K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.2KNew |
$136K - $153K
|
12.2K
$152K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
200New |
$2.24K - $2.51K
|
200
$2.5K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
280New |
$3.25K - $3.49K
|
280
$3.5K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.27K- 14.62% |
$96.1K - $103K
|
48.3K
$604K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.41K- 2.33% |
$62.8K - $67.3K
|
226K
$2.83M
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-24.2K- 31.21% |
$281K - $301K
|
53.3K
$667K
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-97.4K- 78.56% |
$1.13M - $1.21M
|
26.6K
$332K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-95.4K- 82.23% |
$1.11M - $1.19M
|
20.6K
$258K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.22KNew |
$49K - $52.5K
|
4.22K
$52.7K
|
|
Nov 13, 2023
Q3 2023
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-18.2K- 41.93% |
$211K - $226K
|
25.2K
$314K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.97K- 13.1% |
$22.9K - $24.5K
|
13.1K
$163K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16KNew |
$186K - $199K
|
16K
$200K
|
|
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
$65.4K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-207K- 60.55% |
$2.23M - $2.42M
|
135K
$1.69M
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.27K- 16.54% |
$35.2K - $38.3K
|
16.5K
$206K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20KNew |
$215K - $234K
|
20K
$250K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
944New |
$10.2K - $11.1K
|
944
$11.8K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.34K+ 6.21% |
$68.3K - $74.4K
|
109K
$1.36M
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1K+ 2.94% |
$10.8K - $11.7K
|
35K
$438K
|
|
Q1 2023 | |||||||
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
12.9KNew |
$134K - $156K
|
12.9K
$162K
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
152KNew |
$1.57M - $1.84M
|
152K
$1.9M
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 25.86% |
$123K - $144K
|
57.9K
$724K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.6KNew |
$255K - $297K
|
24.6K
$307K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
683+ 4.86% |
$7.08K - $8.26K
|
14.7K
$184K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
530New |
$5.49K - $6.41K
|
530
$6.63K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
323New |
$3.35K - $3.91K
|
323
$4.04K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
14.1KNew |
$146K - $170K
|
14.1K
$176K
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
11+ 1.03% |
$114 - $133
|
1.08K
$13.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
771New |
$7.99K - $9.32K
|
771
$9.64K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.6KNew |
$16.6K - $19.3K
|
1.6K
$20K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8KNew |
$133K - $155K
|
12.8K
$160K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
83New |
$884 - $973
|
83
$1.04K
|
|
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
$2.54M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-24.4K- 43.1% |
$273K - $315K
|
32.2K
$402K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
238+ 2.17% |
$2.66K - $3.08K
|
11.2K
$140K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300New |
$3.36K - $3.88K
|
300
$3.75K
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
24.4K+ 243.81% |
$273K - $315K
|
34.4K
$430K
|