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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
364K+ 31.55% |
$4M - $4.57M
|
1.52M
$19.2M
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
172KNew |
$1.89M - $2.16M
|
172K
$2.17M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
154KNew |
$1.69M - $1.94M
|
154K
$1.95M
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
111KNew |
$1.22M - $1.39M
|
111K
$1.4M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
75.9KNew |
$834K - $953K
|
75.9K
$958K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.3K+ 50.69% |
$487K - $556K
|
132K
$1.66M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.7K+ 20.67% |
$480K - $548K
|
255K
$3.22M
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
37.8KNew |
$415K - $475K
|
37.8K
$477K
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.8KNew |
$339K - $387K
|
30.8K
$389K
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
20.9KNew |
$229K - $262K
|
20.9K
$263K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.7KNew |
$227K - $259K
|
20.7K
$261K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 5.26% |
$187K - $214K
|
340K
$4.3M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.4K+ 17.85% |
$180K - $206K
|
108K
$1.36M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.3K+ 6.31% |
$157K - $179K
|
240K
$3.03M
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.7K+ 12.82% |
$139K - $159K
|
111K
$1.4M
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
12.6K+ 3.11% |
$138K - $158K
|
416K
$5.25M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 11.89% |
$132K - $151K
|
113K
$1.43M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12KNew |
$132K - $151K
|
12K
$151K
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10.6K+ 3.04% |
$116K - $133K
|
359K
$4.53M
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$115K - $132K
|
10.5K
$133K
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
9.72K+ 25.34% |
$107K - $122K
|
48.1K
$607K
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.46K+ 54.48% |
$93K - $106K
|
24K
$303K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.12K+ 10.29% |
$89.3K - $102K
|
87.1K
$1.1M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.93K+ 15.55% |
$76.1K - $87K
|
51.4K
$649K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.8K+ 22.3% |
$74.7K - $85.3K
|
37.3K
$470K
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.21K+ 5.92% |
$68.3K - $78K
|
111K
$1.4M
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.6K+ 18.61% |
$61.6K - $70.4K
|
35.7K
$451K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.49K+ 13.48% |
$60.3K - $68.9K
|
46.2K
$583K
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.43K+ 7.05% |
$59.7K - $68.2K
|
82.5K
$1.04M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.3K+ 21.49% |
$58.2K - $66.5K
|
29.9K
$378K
|
|
Aug 14, 2025
Q2 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
5.05K+ 10.74% |
$55.5K - $63.4K
|
52.1K
$657K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
4.77K+ 17.76% |
$52.4K - $59.9K
|
31.6K
$399K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.45K+ 12.1% |
$48.9K - $55.9K
|
41.2K
$520K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.05K+ 4.51% |
$22.5K - $25.8K
|
47.5K
$600K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.81K+ 86.57% |
$19.9K - $22.8K
|
3.91K
$49.3K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5KNew |
$16.5K - $18.8K
|
1.5K
$18.9K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.47KNew |
$16.2K - $18.5K
|
1.47K
$18.6K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 10.25% |
$14.7K - $16.8K
|
14.4K
$182K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.31KNew |
$14.4K - $16.5K
|
1.31K
$16.5K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24KNew |
$13.6K - $15.5K
|
1.24K
$15.6K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
825+ 5.14% |
$9.07K - $10.4K
|
16.9K
$213K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
600New |
$6.59K - $7.54K
|
600
$7.57K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
585+ 4.38% |
$6.43K - $7.35K
|
14K
$176K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
372New |
$4.09K - $4.67K
|
372
$4.69K
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
334+ 3.02% |
$3.67K - $4.2K
|
11.4K
$144K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
296+ 2.56% |
$3.25K - $3.72K
|
11.9K
$150K
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
176+ 1.15% |
$1.93K - $2.21K
|
15.4K
$195K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
174+ 0.44% |
$1.91K - $2.19K
|
39.4K
$498K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
162New |
$1.78K - $2.03K
|
162
$2.04K
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
151New |
$1.66K - $1.9K
|
151
$1.91K
|