Purchases and Sales Made in Q2 2024 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
75.1KNew |
$972K - $1.03M
|
75.1K
$991K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29K+ 64.75% |
$376K - $398K
|
73.8K
$975K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16.2KNew |
$210K - $222K
|
16.2K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14.7K+ 27.75% |
$191K - $202K
|
67.8K
$895K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
13K+ 30.4% |
$169K - $178K
|
55.9K
$737K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$164K - $174K
|
12.7K
$167K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.6KNew |
$138K - $146K
|
10.6K
$140K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.6KNew |
$111K - $118K
|
8.6K
$114K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.06K+ 7.72% |
$104K - $110K
|
112K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.42K+ 0.85% |
$57.3K - $60.6K
|
528K
$6.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.26K+ 2.26% |
$42.2K - $44.7K
|
148K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.64K+ 2.82% |
$34.2K - $36.2K
|
96.3K
$1.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.52K+ 11.33% |
$19.6K - $20.8K
|
14.9K
$197K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 9.48% |
$19.4K - $20.5K
|
17.3K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
376New |
$4.87K - $5.15K
|
376
$4.96K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
129+ 0.58% |
$1.67K - $1.77K
|
22.5K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44New |
$570 - $603
|
44
$581
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-66- 22.3% |
$855 - $904
|
230
$3.04K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-189- 0.5% |
$2.45K - $2.59K
|
37.9K
$501K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-331- 1.27% |
$4.29K - $4.53K
|
25.7K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-444- 2.42% |
$5.75K - $6.08K
|
17.9K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-490- 1.78% |
$6.35K - $6.71K
|
27.1K
$357K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 1.7% |
$6.48K - $6.85K
|
28.9K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.49K- 1.15% |
$19.3K - $20.4K
|
128K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.95K- 2.48% |
$25.2K - $26.7K
|
76.6K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.45K- 5.07% |
$31.8K - $33.6K
|
45.9K
$607K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.96K- 52.44% |
$38.4K - $40.6K
|
2.69K
$35.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.71K- 4.87% |
$48K - $50.8K
|
72.3K
$955K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.79K- 2.06% |
$49K - $51.9K
|
180K
$2.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.2K- 13.54% |
$119K - $126K
|
58.7K
$775K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.2K- 10.57% |
$158K - $167K
|
103K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.7K- 2.05% |
$165K - $175K
|
609K
$8.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-16.6K- 3.75% |
$215K - $227K
|
426K
$5.62M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.9K- 28.59% |
$245K - $259K
|
47.2K
$624K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.6K- 48.97% |
$436K - $461K
|
35K
$463K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.3K- 11.62% |
$548K - $580K
|
322K
$4.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52K- 4.27% |
$673K - $712K
|
1.17M
$15.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52K- 4.27% |
$673K - $712K
|
1.17M
$15.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-70K- 53.91% |
$907K - $959K
|
59.8K
$790K
|