Purchases and Sales Made in Q4 2021 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
159KNew |
$2.5M - $2.69M
|
159K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.9K+ 12.2% |
$1.25M - $1.35M
|
735K
$9.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
74KNew |
$1.16M - $1.25M
|
74K
$976K
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
51.4K+ 66.05% |
$807K - $869K
|
129K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
50K+ 48.33% |
$786K - $847K
|
154K
$2.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
41.6K+ 7.78% |
$653K - $703K
|
576K
$7.6M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.9KNew |
$626K - $675K
|
39.9K
$527K
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
BUY
|
- |
28.8KNew |
$452K - $487K
|
28.8K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
23.6K+ 6.43% |
$371K - $399K
|
391K
$5.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.5K+ 41.5% |
$275K - $296K
|
59.6K
$787K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 11.61% |
$238K - $256K
|
146K
$1.92M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.5KNew |
$118K - $127K
|
7.5K
$99K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.66K+ 7.61% |
$105K - $113K
|
94.2K
$1.24M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.28K+ 21.01% |
$98.5K - $106K
|
36.1K
$477K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.7KNew |
$73.8K - $79.5K
|
4.7K
$62K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4KNew |
$62.8K - $67.7K
|
4K
$52.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.54K+ 4.94% |
$55.6K - $59.9K
|
75.2K
$993K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.16K+ 3.5% |
$49.7K - $53.5K
|
93.7K
$1.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.18K+ 5.26% |
$34.3K - $36.9K
|
43.7K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
600+ 2.6% |
$9.42K - $10.2K
|
23.7K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
520+ 0.83% |
$8.16K - $8.8K
|
63.5K
$839K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
500+ 3.54% |
$7.85K - $8.46K
|
14.6K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
322+ 0.09% |
$5.06K - $5.45K
|
339K
$4.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
252+ 0.1% |
$3.96K - $4.26K
|
252K
$3.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
186+ 1.38% |
$2.92K - $3.15K
|
13.6K
$180K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51+ 0.42% |
$801 - $863
|
12.2K
$161K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
47+ 0.85% |
$738 - $795
|
5.56K
$73.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-400Closed |
$6.28K - $6.77K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-994- 1.02% |
$15.6K - $16.8K
|
96.4K
$1.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.33K- 4.84% |
$20.9K - $22.5K
|
26.1K
$345K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.45KClosed |
$22.8K - $24.6K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.64K- 11.3% |
$25.7K - $27.7K
|
12.8K
$170K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.9K- 2.0% |
$29.9K - $32.2K
|
93.2K
$1.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.5K- 17.79% |
$39.3K - $42.3K
|
11.6K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.86K- 9.28% |
$44.9K - $48.4K
|
28K
$369K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3K- 22.4% |
$47.1K - $50.8K
|
10.4K
$137K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.24K- 3.19% |
$50.8K - $54.8K
|
98.4K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-4.48K- 11.53% |
$70.3K - $75.8K
|
34.4K
$454K
|
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-6.39K- 5.43% |
$100K - $108K
|
111K
$1.47M
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
SELL
|
- |
-9.42K- 41.74% |
$148K - $159K
|
13.1K
$174K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11K- 18.69% |
$172K - $186K
|
47.7K
$630K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-11.8KClosed |
$185K - $199K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.8KClosed |
$185K - $199K
|
0
$0
|
|
|
Jun 06, 2022
Q4 2021
|
Aries Wealth Management
|
SELL
|
- |
-63.4K- 85.71% |
$996K - $1.07M
|
10.6K
$139K
|