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 87 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 $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,149
shares
|
$25,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,093
shares
|
$24,906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,600
shares
|
$19,040
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
750
shares
|
$8,925
0.01% of portfolio
|
Q4 2024
Reduced 48.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
230
shares
|
$2,737
0.0% of portfolio
|
Q1 2024
Added 28.7%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$2,380
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
140
shares
|
$1,666
0.0% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
78
shares
|
$928
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
67
shares
|
$797
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
46
shares
|
$547
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|