Purchases and Sales Made in Q3 2024 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
357KNew |
$4.86M - $5.29M
|
357K
$4.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
50KNew |
$680K - $740K
|
50K
$660K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.3KNew |
$575K - $625K
|
42.3K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.5K+ 46.75% |
$469K - $511K
|
108K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.7KNew |
$254K - $276K
|
18.7K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.9KNew |
$230K - $250K
|
16.9K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13KNew |
$177K - $192K
|
13K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
12.9KNew |
$176K - $191K
|
12.9K
$171K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3KNew |
$168K - $182K
|
12.3K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8K+ 37.5% |
$147K - $160K
|
39.7K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 84.99% |
$137K - $149K
|
21.9K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.64K+ 6.53% |
$131K - $143K
|
157K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6.95K+ 36.76% |
$94.5K - $103K
|
25.9K
$341K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.17K+ 48.67% |
$70.4K - $76.6K
|
15.8K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 8.36% |
$68K - $74K
|
64.8K
$856K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.68K+ 18.21% |
$63.6K - $69.2K
|
30.4K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.26K+ 5.89% |
$57.9K - $63K
|
76.6K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.22K+ 0.61% |
$43.8K - $47.6K
|
531K
$7.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.17K+ 3.29% |
$43.1K - $46.9K
|
99.4K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.62K+ 2.33% |
$35.6K - $38.7K
|
115K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 11.97% |
$24.2K - $26.4K
|
16.7K
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.45KNew |
$19.7K - $21.5K
|
1.45K
$19.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.07K+ 4.78% |
$14.6K - $15.9K
|
23.5K
$311K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
600New |
$8.16K - $8.88K
|
600
$7.92K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
558+ 4.4% |
$7.59K - $8.26K
|
13.2K
$175K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
46New |
$626 - $681
|
46
$607
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40New |
$544 - $592
|
40
$528
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-46- 0.12% |
$626 - $681
|
37.9K
$500K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-81- 0.11% |
$1.1K - $1.2K
|
76.5K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01K- 2.89% |
$13.8K - $15K
|
34K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.52K- 9.36% |
$20.7K - $22.5K
|
14.7K
$194K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 0.88% |
$21.4K - $23.3K
|
178K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.54K- 1.98% |
$34.5K - $37.6K
|
126K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.89K- 16.14% |
$39.3K - $42.8K
|
15K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.16K- 18.23% |
$42.9K - $46.7K
|
14.2K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-6.34K- 11.34% |
$86.2K - $93.8K
|
49.5K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-7.36K- 27.2% |
$100K - $109K
|
19.7K
$260K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.58K- 20.84% |
$130K - $142K
|
36.4K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.1K- 1.82% |
$151K - $164K
|
598K
$7.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12K- 20.43% |
$163K - $178K
|
46.7K
$617K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-17.1K- 4.02% |
$233K - $253K
|
409K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-19.7K- 29.13% |
$269K - $292K
|
48.1K
$634K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22K- 21.39% |
$300K - $326K
|
81K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.6K- 64.82% |
$416K - $453K
|
16.6K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.4K- 13.18% |
$577K - $628K
|
279K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-222K- 19.0% |
$3.01M - $3.28M
|
945K
$12.5M
|