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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
23,270
shares
|
$290,875
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
22,419
shares
|
$280,237
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
20,466
shares
|
$255,825
0.0% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
20,196
shares
|
$252,450
0.1% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$250,000
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,684
shares
|
$208,550
0.0% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,041
shares
|
$200,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
15,739
shares
|
$196,737
0.02% of portfolio
|
Q1 2025
Reduced 35.22%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
15,532
shares
|
$194,150
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,319
shares
|
$191,487
0.0% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
15,263
shares
|
$190,787
0.17% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
15,259
shares
|
$190,737
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gator Capital Management, LLC
|
May 13, 2025 Q1 2025 |
13,820
shares
|
$172,750
0.07% of portfolio
|
Q1 2025
Reduced 29.82%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
13,728
shares
|
$171,600
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,370
shares
|
$167,125
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
13,144
shares
|
$164,300
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
13,050
shares
|
$163,125
0.0% of portfolio
|
Q4 2024
Reduced 40.47%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,996
shares
|
$162,450
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
12,938
shares
|
$161,725
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
12,501
shares
|
$156,262
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,176
shares
|
$152,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,565
shares
|
$144,562
0.0% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
9,334
shares
|
$116,675
0.01% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,476
shares
|
$68,450
0.0% of portfolio
|
Q1 2025
Added 266.29%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
5,100
shares
|
$63,750
0.05% of portfolio
|
Q1 2025
New holding
|