Purchases and Sales Made in Q1 2023 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
710KNew |
$7.36M - $8.59M
|
710K
$9.37M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
622K+ 125.37% |
$6.45M - $7.53M
|
1.12M
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
366K+ 55.03% |
$3.79M - $4.42M
|
1.03M
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
270KNew |
$2.79M - $3.26M
|
270K
$3.56M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
268K+ 54.81% |
$2.77M - $3.24M
|
756K
$9.98M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
228KNew |
$2.36M - $2.76M
|
228K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
152KNew |
$1.57M - $1.84M
|
152K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
113KNew |
$1.18M - $1.37M
|
113K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.7K+ 51.21% |
$815K - $951K
|
232K
$3.07M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
59.9K+ 127.89% |
$621K - $724K
|
107K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.3K+ 70.16% |
$563K - $657K
|
132K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
53.8KNew |
$558K - $651K
|
53.8K
$710K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
53.7K+ 63.51% |
$556K - $649K
|
138K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
43.3KNew |
$449K - $524K
|
43.3K
$572K
|
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
40K+ 22857.14% |
$414K - $484K
|
40.2K
$530K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
36.1K+ 11.83% |
$374K - $437K
|
342K
$4.51M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.3K+ 29.19% |
$304K - $355K
|
130K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.8KNew |
$288K - $337K
|
27.8K
$368K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.2K+ 7.08% |
$282K - $329K
|
412K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.6KNew |
$255K - $297K
|
24.6K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.4K+ 23.1% |
$233K - $271K
|
120K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
21K+ 14.68% |
$217K - $254K
|
164K
$2.16M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
16.8KNew |
$174K - $203K
|
16.8K
$221K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.7K+ 136.79% |
$174K - $202K
|
29K
$383K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
14.1KNew |
$146K - $170K
|
14.1K
$186K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.6K+ 11.82% |
$141K - $164K
|
129K
$1.7M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
12.9KNew |
$134K - $156K
|
12.9K
$171K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8KNew |
$133K - $155K
|
12.8K
$169K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
12KNew |
$124K - $144K
|
12K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 25.86% |
$123K - $144K
|
57.9K
$764K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.2KNew |
$116K - $135K
|
11.2K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.26K+ 28.67% |
$85.6K - $99.8K
|
37.1K
$489K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.11K+ 14.2% |
$73.6K - $85.9K
|
57.1K
$754K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.38K+ 46.52% |
$66.1K - $77.1K
|
20.1K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.36KNew |
$65.8K - $76.8K
|
6.36K
$83.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
6.32K+ 47.01% |
$65.5K - $76.4K
|
19.8K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
6.21K+ 9.43% |
$64.3K - $75.1K
|
72.1K
$951K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.07K+ 6.91% |
$62.8K - $73.3K
|
93.8K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.11K+ 14.49% |
$52.9K - $61.8K
|
40.4K
$533K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.5K+ 12.03% |
$36.3K - $42.3K
|
32.6K
$430K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.6KNew |
$16.6K - $19.3K
|
1.6K
$21.1K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
900+ 2.95% |
$9.32K - $10.9K
|
31.4K
$414K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
771New |
$7.99K - $9.32K
|
771
$10.2K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
683+ 4.86% |
$7.08K - $8.26K
|
14.7K
$194K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
530New |
$5.49K - $6.41K
|
530
$7K
|
|
|
May 11, 2023
Q1 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
345+ 1.27% |
$3.57K - $4.17K
|
27.5K
$364K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
323New |
$3.35K - $3.91K
|
323
$4.26K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
11+ 1.03% |
$114 - $133
|
1.08K
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-239- 1.98% |
$2.48K - $2.89K
|
11.9K
$156K
|