Institutional Ownership Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
78,928
shares
|
$986,600
0.03% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
75,648
shares
|
$945,600
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
68,834
shares
|
$860,425
0.0% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
60,042
shares
|
$750,525
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
57,506
shares
|
$718,825
0.15% of portfolio
|
Q1 2025
Reduced 23.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
53,260
shares
|
$665,750
0.0% of portfolio
|
Q4 2024
Reduced 44.25%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
52,976
shares
|
$662,200
0.29% of portfolio
|
Q1 2024
Reduced 23.77%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
50,023
shares
|
$625,287
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
48,996
shares
|
$612,450
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Robinson Capital Management, LLC
|
May 13, 2025 Q1 2025 |
47,039
shares
|
$587,987
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
45,466
shares
|
$568,325
0.0% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
44,523
shares
|
$556,537
0.0% of portfolio
|
Q1 2025
Added 51.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
43,435
shares
|
$542,937
0.0% of portfolio
|
Q1 2025
Added 47.52%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
40,726
shares
|
$509,075
0.0% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
39,272
shares
|
$490,900
0.0% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
38,342
shares
|
$479,275
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
36,786
shares
|
$459,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
35,000
shares
|
$437,500
0.55% of portfolio
|
Q2 2023
Added 2.94%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
34,234
shares
|
$427,925
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
30,474
shares
|
$380,925
0.01% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
30,119
shares
|
$376,487
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
26,852
shares
|
$335,650
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
26,591
shares
|
$332,387
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
24,646
shares
|
$308,075
0.0% of portfolio
|
Q1 2025
Added 40.85%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
24,237
shares
|
$302,962
0.02% of portfolio
|
Q1 2025
New holding
|