Purchases and Sales Made in Q2 2023 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.2K+ 6.9% |
$830K - $904K
|
1.2M
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
68K+ 126.34% |
$732K - $797K
|
122K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
52.1K+ 7.34% |
$561K - $611K
|
762K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
48.1K+ 11.67% |
$518K - $564K
|
460K
$6.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
40K+ 3.88% |
$430K - $469K
|
1.07M
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.9K+ 97.0% |
$387K - $421K
|
73K
$964K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
22.9K+ 17.82% |
$246K - $268K
|
151K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.4K+ 9.24% |
$231K - $251K
|
254K
$3.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20KNew |
$215K - $234K
|
20K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
15.3KNew |
$164K - $179K
|
15.3K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$116K - $127K
|
10.8K
$143K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3KNew |
$110K - $120K
|
10.3K
$136K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.03K+ 27.71% |
$97.2K - $106K
|
41.6K
$549K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.95K+ 5.54% |
$74.8K - $81.5K
|
132K
$1.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.34K+ 6.21% |
$68.3K - $74.4K
|
109K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.23KNew |
$56.3K - $61.3K
|
5.23K
$69.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.18K+ 10.36% |
$45K - $49K
|
44.6K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.84K+ 1.69% |
$41.3K - $45K
|
232K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.55K+ 2.25% |
$27.4K - $29.9K
|
116K
$1.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.57K+ 9.37% |
$16.9K - $18.4K
|
18.3K
$242K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1K+ 2.94% |
$10.8K - $11.7K
|
35K
$462K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
944New |
$10.2K - $11.1K
|
944
$12.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
936+ 45.35% |
$10.1K - $11K
|
3K
$39.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
733+ 0.61% |
$7.89K - $8.59K
|
120K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 0.64% |
$2.15K - $2.34K
|
31.6K
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
86New |
$925 - $1.01K
|
86
$1.14K
|
|
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
58+ 0.14% |
$624 - $680
|
40.2K
$531K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-411- 3.44% |
$4.42K - $4.82K
|
11.5K
$152K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-443- 2.87% |
$4.77K - $5.19K
|
15K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-564- 0.78% |
$6.07K - $6.61K
|
71.5K
$944K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-564- 0.99% |
$6.07K - $6.61K
|
56.6K
$747K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-705- 0.75% |
$7.59K - $8.26K
|
93.1K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.81K- 1.7% |
$19.5K - $21.3K
|
105K
$1.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.92K- 2.04% |
$20.6K - $22.5K
|
91.9K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.62K- 1.6% |
$28.2K - $30.7K
|
161K
$2.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.27K- 16.54% |
$35.2K - $38.3K
|
16.5K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.73K- 18.58% |
$40.2K - $43.8K
|
16.4K
$216K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.12K- 17.66% |
$55.1K - $60K
|
23.9K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.23K- 98.06% |
$67.1K - $73.1K
|
123
$1.62K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.51K- 4.94% |
$70K - $76.3K
|
125K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-14.2K- 10.3% |
$153K - $167K
|
124K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 2.26% |
$184K - $201K
|
739K
$9.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-26.6K- 42.72% |
$287K - $312K
|
35.7K
$471K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-34.4K- 20.22% |
$370K - $403K
|
136K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-68.6K- 46.92% |
$738K - $803K
|
77.5K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-207K- 60.55% |
$2.23M - $2.42M
|
135K
$1.78M
|