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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
339+ 1.12% |
$4.12K - $4.61K
|
30.5K
$381K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
165+ 1.09% |
$2.01K - $2.24K
|
15.3K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
67+ 0.14% |
$815 - $911
|
49K
$612K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
67New |
$815 - $911
|
67
$838
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
46+ 0.3% |
$559 - $626
|
15.5K
$194K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4+ 2.94% |
$48.6 - $54.4
|
140
$1.75K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$12.2 - $13.6
|
1
$12.5
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
23.3KNew |
$303K - $350K
|
23.3K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.5KNew |
$293K - $338K
|
22.5K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16KNew |
$209K - $241K
|
16K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
15.4K+ 32.0% |
$200K - $231K
|
63.4K
$793K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.4KNew |
$135K - $156K
|
10.4K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.39K+ 3.66% |
$18.1K - $20.9K
|
39.3K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$15.6K - $18K
|
1.2K
$15K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1K+ 3.87% |
$13K - $15K
|
26.9K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
752New |
$9.8K - $11.3K
|
752
$9.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
628New |
$8.18K - $9.45K
|
628
$7.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$652 - $752
|
50
$625
|
|
| Q3 2024 | |||||||
|
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 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13KNew |
$177K - $192K
|
13K
$163K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 11.97% |
$24.2K - $26.4K
|
16.7K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
46New |
$626 - $681
|
46
$575
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40New |
$544 - $592
|
40
$500
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
75.1KNew |
$972K - $1.03M
|
75.1K
$939K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
376New |
$4.87K - $5.15K
|
376
$4.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44New |
$570 - $603
|
44
$550
|
|
| Q1 2024 | |||||||
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
272KNew |
$3.38M - $3.69M
|
272K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.4KNew |
$525K - $574K
|
42.4K
$530K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
13.1KNew |
$163K - $178K
|
13.1K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13KNew |
$161K - $176K
|
13K
$162K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.44K+ 27.67% |
$42.6K - $46.6K
|
15.9K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3KNew |
$37.2K - $40.7K
|
3K
$37.5K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$12.4K - $13.6K
|
1K
$12.5K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$4.96K - $5.42K
|
400
$5K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
78New |
$967 - $1.06K
|
78
$975
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66+ 28.7% |
$818 - $894
|
296
$3.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
47.2K+ 81.33% |
$528K - $593K
|
105K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15.6KNew |
$175K - $196K
|
15.6K
$195K
|
|
|
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 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.2KNew |
$136K - $153K
|
12.2K
$152K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$11.2K - $12.6K
|
1K
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
200New |
$2.24K - $2.51K
|
200
$2.5K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16KNew |
$186K - $199K
|
16K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.22KNew |
$49K - $52.5K
|
4.22K
$52.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
280New |
$3.25K - $3.49K
|
280
$3.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20KNew |
$215K - $234K
|
20K
$250K
|
|