Purchases and Sales Made in Q1 2024 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
245K+ 25.18% |
$3.04M - $3.32M
|
1.22M
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
245K+ 25.18% |
$3.04M - $3.32M
|
1.22M
$16.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.2KNew |
$820K - $896K
|
66.2K
$873K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
65.2K+ 17.29% |
$808K - $883K
|
442K
$5.84M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.4K+ 21.09% |
$786K - $859K
|
364K
$4.81M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
52K+ 4.46% |
$645K - $704K
|
1.22M
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
42.8KNew |
$531K - $580K
|
42.8K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.4KNew |
$525K - $574K
|
42.4K
$559K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.4K+ 58.63% |
$315K - $344K
|
68.7K
$907K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24K+ 114.87% |
$297K - $325K
|
44.8K
$592K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.8KNew |
$258K - $282K
|
20.8K
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4KNew |
$166K - $181K
|
13.4K
$177K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.4K+ 11.48% |
$166K - $181K
|
130K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
13.1KNew |
$163K - $178K
|
13.1K
$174K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13KNew |
$161K - $176K
|
13K
$172K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.4KNew |
$141K - $154K
|
11.4K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.3K+ 8.46% |
$140K - $153K
|
144K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 29.02% |
$135K - $148K
|
48.4K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.84K+ 19.99% |
$110K - $120K
|
53.1K
$701K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.29K+ 31.91% |
$78K - $85.3K
|
26K
$343K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.2K+ 21.49% |
$64.5K - $70.5K
|
29.4K
$388K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.5K+ 4.5% |
$55.8K - $60.9K
|
104K
$1.38M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.71K+ 5.12% |
$46K - $50.2K
|
76K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.61K+ 2.01% |
$44.8K - $48.9K
|
184K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.44K+ 27.67% |
$42.6K - $46.6K
|
15.9K
$209K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3KNew |
$37.2K - $40.7K
|
3K
$39.6K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.76K+ 3.04% |
$34.2K - $37.4K
|
93.6K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.83K+ 2.47% |
$22.7K - $24.8K
|
76K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.7KNew |
$21.1K - $23K
|
1.7K
$22.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.33K+ 9.22% |
$16.5K - $18.1K
|
15.8K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$12.4K - $13.6K
|
1K
$13.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
559+ 2.57% |
$6.93K - $7.57K
|
22.3K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
551+ 10.81% |
$6.83K - $7.47K
|
5.65K
$74.6K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$4.96K - $5.42K
|
400
$5.28K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
99+ 0.26% |
$1.23K - $1.34K
|
38.1K
$503K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96+ 0.08% |
$1.19K - $1.3K
|
115K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
78New |
$967 - $1.06K
|
78
$1.03K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-624- 3.29% |
$7.74K - $8.46K
|
18.4K
$242K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.4K- 16.28% |
$17.4K - $19K
|
7.2K
$95K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.27K- 0.43% |
$28.1K - $30.7K
|
523K
$6.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.76K- 3.9% |
$34.2K - $37.4K
|
67.9K
$897K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.89K- 0.46% |
$35.9K - $39.2K
|
622K
$8.21M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.4K- 24.54% |
$142K - $155K
|
35.1K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.6K- 97.7% |
$156K - $170K
|
296
$3.91K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-16.5K- 23.77% |
$205K - $224K
|
53K
$699K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-21.4K- 21.42% |
$265K - $290K
|
78.5K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-56.3K- 39.39% |
$698K - $763K
|
86.7K
$1.14M
|