Latest Institutional Purchases of Kkr Income Opportunities Fund (KIO)
This list provides information on the latest institutional transactions involving Kkr Income Opportunities Fund (KIO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
357KNew |
$4.86M - $5.29M
|
357K
$4.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
50KNew |
$680K - $740K
|
50K
$653K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.3KNew |
$575K - $625K
|
42.3K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.5K+ 46.75% |
$469K - $511K
|
108K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.7KNew |
$254K - $276K
|
18.7K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.9KNew |
$230K - $250K
|
16.9K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13KNew |
$177K - $192K
|
13K
$170K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3KNew |
$168K - $182K
|
12.3K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8K+ 37.5% |
$147K - $160K
|
39.7K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 84.99% |
$137K - $149K
|
21.9K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.64K+ 6.53% |
$131K - $143K
|
157K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6.95K+ 36.76% |
$94.5K - $103K
|
25.9K
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.17K+ 48.67% |
$70.4K - $76.6K
|
15.8K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 8.36% |
$68K - $74K
|
64.8K
$847K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.68K+ 18.21% |
$63.6K - $69.2K
|
30.4K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.26K+ 5.89% |
$57.9K - $63K
|
76.6K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.22K+ 0.61% |
$43.8K - $47.6K
|
531K
$6.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.17K+ 3.29% |
$43.1K - $46.9K
|
99.4K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.62K+ 2.33% |
$35.6K - $38.7K
|
115K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 11.97% |
$24.2K - $26.4K
|
16.7K
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.45KNew |
$19.7K - $21.5K
|
1.45K
$18.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.07K+ 4.78% |
$14.6K - $15.9K
|
23.5K
$307K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
600New |
$8.16K - $8.88K
|
600
$7.84K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
558+ 4.4% |
$7.59K - $8.26K
|
13.2K
$173K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
46New |
$626 - $681
|
46
$601
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40New |
$544 - $592
|
40
$522
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
75.1KNew |
$972K - $1.03M
|
75.1K
$981K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
376New |
$4.87K - $5.15K
|
376
$4.91K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44New |
$570 - $603
|
44
$575
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.4KNew |
$525K - $574K
|
42.4K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.8KNew |
$258K - $282K
|
20.8K
$271K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
13.1KNew |
$163K - $178K
|
13.1K
$172K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13KNew |
$161K - $176K
|
13K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.44K+ 27.67% |
$42.6K - $46.6K
|
15.9K
$207K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3KNew |
$37.2K - $40.7K
|
3K
$39.2K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$12.4K - $13.6K
|
1K
$13.1K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$4.96K - $5.42K
|
400
$5.22K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
78New |
$967 - $1.06K
|
78
$1.02K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
47.2K+ 81.33% |
$528K - $593K
|
105K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
21.9K+ 192.79% |
$245K - $275K
|
33.3K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15.6KNew |
$175K - $196K
|
15.6K
$204K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4KNew |
$150K - $168K
|
13.4K
$175K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.9KNew |
$144K - $162K
|
12.9K
$168K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.4KNew |
$139K - $156K
|
12.4K
$162K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.2KNew |
$136K - $153K
|
12.2K
$159K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$11.2K - $12.6K
|
1K
$13.1K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
200New |
$2.24K - $2.51K
|
200
$2.61K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16KNew |
$186K - $199K
|
16K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.22KNew |
$49K - $52.5K
|
4.22K
$55.1K
|
|