Purchases and Sales Made in Q4 2023 in Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
216K+ 133.86% |
$2.42M - $2.71M
|
377K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
47.2K+ 81.33% |
$528K - $593K
|
105K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47K+ 18.52% |
$526K - $590K
|
301K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.6KNew |
$521K - $585K
|
46.6K
$614K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
26.9K+ 61.29% |
$301K - $338K
|
70.7K
$933K
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
21.9K+ 192.79% |
$245K - $275K
|
33.3K
$439K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15.6KNew |
$175K - $196K
|
15.6K
$206K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4KNew |
$150K - $168K
|
13.4K
$176K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.9KNew |
$144K - $162K
|
12.9K
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.4KNew |
$139K - $156K
|
12.4K
$164K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.4KNew |
$139K - $156K
|
12.4K
$164K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.2KNew |
$136K - $153K
|
12.2K
$161K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8K+ 1121.35% |
$132K - $149K
|
12.9K
$170K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 11.8% |
$118K - $132K
|
99.8K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.45K+ 33.67% |
$106K - $119K
|
37.5K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.65K+ 1.67% |
$96.8K - $109K
|
526K
$6.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.63K+ 6.93% |
$96.6K - $109K
|
133K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
5.47K+ 16.82% |
$61.2K - $68.8K
|
38K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5K+ 12.17% |
$56K - $62.9K
|
46.1K
$608K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.63K+ 28.5% |
$51.8K - $58.1K
|
20.9K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.5K+ 22.84% |
$50.4K - $56.6K
|
24.2K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.1K+ 154.95% |
$34.7K - $39K
|
5.1K
$67.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 0.84% |
$16.7K - $18.8K
|
180K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.17K+ 8.77% |
$13.1K - $14.7K
|
14.5K
$191K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$11.2K - $12.6K
|
1K
$13.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
325+ 1.68% |
$3.64K - $4.09K
|
19.7K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
200New |
$2.24K - $2.51K
|
200
$2.64K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-541- 0.46% |
$6.05K - $6.8K
|
116K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-841- 4.24% |
$9.41K - $10.6K
|
19K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.61K- 1.74% |
$18K - $20.2K
|
90.9K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.14K- 2.1% |
$24K - $26.9K
|
99.9K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.16K- 2.82% |
$24.1K - $27.1K
|
74.2K
$979K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.45K- 10.13% |
$27.5K - $30.8K
|
21.8K
$287K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-3.44K- 4.72% |
$38.5K - $43.2K
|
69.5K
$917K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-4.2K- 2.85% |
$47K - $52.8K
|
143K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.2K- 8.17% |
$115K - $129K
|
115K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 19.47% |
$117K - $132K
|
43.3K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.8K- 39.92% |
$121K - $136K
|
16.2K
$214K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-17.1K- 27.88% |
$191K - $215K
|
44.2K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.8K- 4.26% |
$311K - $349K
|
625K
$8.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-36.4K- 5.57% |
$407K - $458K
|
617K
$8.15M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-193K- 16.55% |
$2.16M - $2.43M
|
974K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-293K- 23.14% |
$3.28M - $3.68M
|
974K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-344K- 34.94% |
$3.84M - $4.32M
|
640K
$8.44M
|