Purchases and Sales Made in Q1 2022 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q1 2022. The information is specifically focused on institutions that hold shares of KKR Income Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
373K+ 76.13% |
$5.11M - $6.29M
|
863K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
128K+ 17.46% |
$1.76M - $2.16M
|
863K
$10.9M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
119K+ 328.96% |
$1.63M - $2M
|
155K
$1.96M
|
|
|
May 16, 2022
Q1 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
50KNew |
$685K - $843K
|
50K
$634K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
48.4K+ 31.52% |
$663K - $816K
|
202K
$2.56M
|
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
40.4K+ 7.02% |
$554K - $682K
|
616K
$7.81M
|
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
40.4KNew |
$553K - $682K
|
40.4K
$512K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
33.1K+ 126.77% |
$454K - $559K
|
59.3K
$751K
|
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.8KNew |
$271K - $334K
|
19.8K
$251K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
19.7KNew |
$269K - $332K
|
19.7K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
18.1K+ 4.63% |
$248K - $305K
|
409K
$5.18M
|
|
|
Apr 19, 2022
Q1 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
17.4KNew |
$239K - $294K
|
17.4K
$221K
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
15.5K+ 9.73% |
$212K - $261K
|
175K
$2.21M
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$204K - $252K
|
14.9K
$189K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8KNew |
$176K - $216K
|
12.8K
$163K
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.5KNew |
$171K - $211K
|
12.5K
$158K
|
|
|
May 16, 2022
Q1 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
11.2K+ 32.54% |
$153K - $188K
|
45.5K
$577K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10KNew |
$137K - $169K
|
10K
$127K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.19K+ 13.74% |
$112K - $138K
|
67.8K
$859K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.15K+ 12.9% |
$84.2K - $104K
|
53.9K
$683K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.23K+ 3.43% |
$44.3K - $54.5K
|
97.4K
$1.23M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.5K+ 21.65% |
$34.2K - $42.2K
|
14.1K
$178K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 1.68% |
$21.4K - $26.4K
|
94.7K
$1.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.33K+ 0.52% |
$18.1K - $22.3K
|
254K
$3.21M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
412New |
$5.64K - $6.95K
|
412
$5.22K
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
220+ 0.35% |
$3.01K - $3.71K
|
63.8K
$808K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-442- 3.62% |
$6.05K - $7.45K
|
11.8K
$149K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-705- 5.18% |
$9.65K - $11.9K
|
12.9K
$164K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-908- 2.08% |
$12.4K - $15.3K
|
42.7K
$542K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2K- 42.55% |
$27.4K - $33.7K
|
2.7K
$34.2K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.1K- 3.21% |
$42.4K - $52.2K
|
93.3K
$1.18M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.15K- 21.55% |
$43.1K - $53.1K
|
11.5K
$145K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.49K- 4.64% |
$47.8K - $58.9K
|
71.7K
$909K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4KClosed |
$54.8K - $67.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.28K- 18.88% |
$72.3K - $89K
|
22.7K
$287K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.56KClosed |
$76.1K - $93.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.22K- 22.12% |
$113K - $139K
|
29K
$367K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.4KClosed |
$142K - $175K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-10.6KClosed |
$145K - $178K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.8KClosed |
$176K - $217K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.6K- 36.59% |
$200K - $246K
|
25.3K
$321K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-15.1K- 15.35% |
$207K - $255K
|
83.3K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-17.1K- 13.23% |
$234K - $288K
|
112K
$1.42M
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-38.4K- 34.54% |
$526K - $648K
|
72.8K
$923K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-45.5K- 13.41% |
$623K - $768K
|
294K
$3.72M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-57.4K- 39.47% |
$786K - $968K
|
88.1K
$1.12M
|