Purchases and Sales Made in Q1 2025 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q1 2025. 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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.26MNew |
$27.5M - $30.7M
|
2.26M
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
801KNew |
$9.74M - $10.9M
|
801K
$10M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
729KNew |
$8.87M - $9.92M
|
729K
$9.12M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
676KNew |
$8.22M - $9.2M
|
676K
$8.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
601KNew |
$7.31M - $8.18M
|
601K
$7.52M
|
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
404KNew |
$4.91M - $5.49M
|
404K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
251K+ 38.99% |
$3.05M - $3.42M
|
895K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
200K+ 35.21% |
$2.43M - $2.72M
|
768K
$9.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 15.53% |
$1.89M - $2.11M
|
1.15M
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
134KNew |
$1.63M - $1.83M
|
134K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
91.1KNew |
$1.11M - $1.24M
|
91.1K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
77KNew |
$937K - $1.05M
|
77K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
75.6KNew |
$920K - $1.03M
|
75.6K
$946K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
70.8K+ 337.55% |
$861K - $963K
|
91.7K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
60KNew |
$730K - $817K
|
60K
$751K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
54.6K+ 124.01% |
$664K - $743K
|
98.7K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.9K+ 29.34% |
$583K - $652K
|
211K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
47KNew |
$572K - $640K
|
47K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.3K+ 23.73% |
$527K - $589K
|
226K
$2.82M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
38.3KNew |
$466K - $521K
|
38.3K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.8KNew |
$447K - $500K
|
36.8K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.5K+ 12.33% |
$432K - $483K
|
323K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
34.2KNew |
$416K - $466K
|
34.2K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
30.1KNew |
$366K - $410K
|
30.1K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
26.6KNew |
$323K - $362K
|
26.6K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.5K+ 92.04% |
$310K - $347K
|
53.3K
$666K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
24.2KNew |
$295K - $330K
|
24.2K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
22.4KNew |
$273K - $305K
|
22.4K
$280K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.2K+ 29.9% |
$221K - $247K
|
78.9K
$987K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
15.3KNew |
$186K - $208K
|
15.3K
$191K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.2K+ 51.89% |
$185K - $207K
|
44.5K
$557K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 17.08% |
$179K - $200K
|
101K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14K+ 47.52% |
$170K - $190K
|
43.4K
$543K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12.5KNew |
$152K - $170K
|
12.5K
$156K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2KNew |
$148K - $166K
|
12.2K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.15K+ 40.85% |
$86.9K - $97.2K
|
24.6K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.01K+ 7.38% |
$73K - $81.7K
|
87.4K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
5.1KNew |
$62K - $69.4K
|
5.1K
$63.8K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 7.83% |
$60.8K - $68K
|
68.8K
$860K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.98K+ 266.29% |
$48.4K - $54.1K
|
5.48K
$68.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.88K+ 3.38% |
$47.1K - $52.7K
|
118K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.84K+ 9.24% |
$46.7K - $52.3K
|
45.5K
$568K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.67K+ 15.26% |
$32.5K - $36.4K
|
20.2K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.15KNew |
$26.1K - $29.2K
|
2.15K
$26.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.09KNew |
$25.5K - $28.5K
|
2.09K
$26.2K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.97K+ 14.71% |
$23.9K - $26.7K
|
15.3K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76K+ 23.22% |
$21.4K - $23.9K
|
9.33K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2K+ 11.53% |
$14.5K - $16.3K
|
11.6K
$145K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.19K+ 3.02% |
$14.5K - $16.2K
|
40.7K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
540+ 0.52% |
$6.57K - $7.34K
|
105K
$1.31M
|