Purchases and Sales Made in Q4 2022 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q4 2022. 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, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
64.1K+ 15.1% |
$683K - $751K
|
489K
$6.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
63.5K+ 26.23% |
$676K - $744K
|
306K
$4.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
43.8K+ 12.83% |
$466K - $513K
|
385K
$5.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.5K+ 22.73% |
$303K - $333K
|
154K
$2.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
25.9K+ 14.58% |
$276K - $303K
|
203K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.6K+ 5.22% |
$262K - $289K
|
496K
$6.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
20.4K+ 31.85% |
$218K - $239K
|
84.6K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4K+ 7.52% |
$164K - $180K
|
220K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 16.99% |
$150K - $165K
|
97.2K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.84KNew |
$51.6K - $56.7K
|
4.84K
$63.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.61K+ 11.38% |
$38.4K - $42.3K
|
35.3K
$466K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3KNew |
$32K - $35.2K
|
3K
$39.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11K+ 7.89% |
$22.4K - $24.7K
|
28.8K
$380K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.07KNew |
$11.4K - $12.6K
|
1.07K
$14.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
994+ 3.54% |
$10.6K - $11.6K
|
29.1K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
700+ 2.35% |
$7.46K - $8.2K
|
30.5K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
329+ 2.76% |
$3.5K - $3.86K
|
12.2K
$162K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
254+ 0.39% |
$2.71K - $2.98K
|
65.9K
$869K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
83New |
$884 - $973
|
83
$1.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-251- 1.83% |
$2.67K - $2.94K
|
13.5K
$178K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-317- 2.56% |
$3.38K - $3.72K
|
12.1K
$160K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-576- 0.55% |
$6.13K - $6.75K
|
105K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-854- 0.64% |
$9.1K - $10K
|
133K
$1.75M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.03K- 1.54% |
$10.9K - $12K
|
65.6K
$867K
|
|
|
Feb 10, 2023
Q4 2022
|
Gator Capital Management, LLC
|
SELL
|
- |
-1.61K- 5.59% |
$17.1K - $18.9K
|
27.2K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.68K- 1.87% |
$17.9K - $19.7K
|
87.8K
$1.16M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.78K- 1.53% |
$19K - $20.9K
|
115K
$1.52M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.16K- 3.05% |
$33.7K - $37.1K
|
101K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.6K- 20.79% |
$38.3K - $42.2K
|
13.7K
$181K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.39K- 5.33% |
$57.4K - $63.1K
|
95.6K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.93K- 12.16% |
$73.8K - $81.2K
|
50K
$661K
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-12.4KClosed |
$132K - $145K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.9K- 6.62% |
$148K - $163K
|
196K
$2.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.6K- 22.6% |
$241K - $265K
|
77.4K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-24.4K- 34.27% |
$260K - $286K
|
46.8K
$618K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33.5K- 78.35% |
$357K - $393K
|
9.27K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-55.7K- 54.77% |
$593K - $653K
|
46K
$607K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-63.5K- 32.61% |
$676K - $744K
|
131K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-113K- 14.51% |
$1.2M - $1.32M
|
665K
$8.77M
|