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KKR Income Opportunities Fund (KIO) Institutional Ownership

KKR Income Opportunities Fund logo
$11.47 +0.11 (+0.97%)
As of 01:49 PM Eastern
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Institutional Ownership Changes (13F Filings) for KKR Income Opportunities Fund (NYSE:KIO)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$16.14M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.62M
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KIO Institutional Buying and Selling by Quarter

KKR Income Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Fortitude Advisory Group L.L.C.12,501$143K0.1%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC43,435$534K0.0%+47.5%0.000%
4/15/2025 Noble Wealth Management PBC5,100$63K0.0%N/A0.000%
4/14/2025 Capital Investment Advisors LLC155,563$1.91M0.0%-5.7%0.000%
4/11/2025 SeaCrest Wealth Management LLC15,739$193K0.0%-35.2%0.000%
4/7/2025 AdvisorNet Financial Inc2,093$26K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC29,443$394K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC7,575$101K0.0%-11.9%0.000%
2/17/2025Cresset Asset Management LLC22,671$303K0.0%+21.5%0.000%
2/17/2025Cetera Investment Advisers29,313$392K0.0%+76.4%0.000%
2/17/2025Bank of America Corp DE287,895$3.85M0.0%+3.1%0.000%
2/14/2025Comerica Bank39,272$525K0.0%+3.7%0.000%
2/14/2025Virtus ETF Advisers LLC63,436$849K0.3%+32.0%0.000%
2/14/2025Stifel Financial Corp182,559$2.44M0.0%+68.5%0.000%
2/13/2025NewEdge Advisors LLC41,622$557K0.0%+4.7%0.000%
2/13/2025Guggenheim Capital LLC567,989$7.60M0.1%+7.0%0.000%
2/13/2025Walleye Capital LLC22,483$301K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.63,834$854K0.0%-1.5%0.000%
2/13/2025Raymond James Financial Inc.20,969$281K0.0%N/A0.000%
2/13/2025Invesco Ltd.154,086$2.06M0.0%-2.1%0.000%
2/13/2025Envestnet Asset Management Inc.39,533$529K0.0%+8.7%0.000%
2/13/2025Wells Fargo & Company MN163,325$2.19M0.0%+29.9%0.000%
2/11/2025LPL Financial LLC86,269$1.15M0.0%+6.5%0.000%
2/10/2025Advisors Asset Management Inc.323,427$4.33M0.1%-20.9%0.000%
2/10/2025Atala Financial Inc23,270$311K0.2%N/A0.000%
2/10/2025Commonwealth Equity Services LLC17,498$234K0.0%+23.6%0.000%
2/7/2025Summit X LLC74,747$1M0.2%-2.3%0.000%
2/7/2025HighTower Advisors LLC13,050$175K0.0%-40.5%0.000%
2/7/2025Naviter Wealth LLC10,373$139K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.20,969$281K0.0%N/A0.000%
2/5/2025Kovack Advisors Inc.44,045$589K0.1%-5.8%0.000%
1/31/2025J.W. Cole Advisors Inc.60,759$813K0.0%+43.8%0.000%
1/28/2025Stephens Inc. AR26,852$359K0.0%+3.9%0.000%
1/28/2025Apollon Wealth Management LLC16,041$215K0.0%N/A0.000%
1/27/2025Rik Saylor Financial Inc.15,098$202K0.2%N/A0.000%
1/27/2025Verity Asset Management Inc.17,522$234K0.1%+16.6%0.000%
1/22/2025Joseph P. Lucia & Associates LLC104,300$1.40M0.6%+4.9%0.000%
1/14/2025 SeaCrest Wealth Management LLC24,297$325K0.0%+3.3%0.000%
1/13/2025 Capital Investment Advisors LLC164,923$2.21M0.0%-7.5%0.000%
11/15/2024Stifel Financial Corp108,342$1.60M0.0%+46.8%0.000%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
11/15/2024HighTower Advisors LLC21,921$324K0.0%+85.0%0.000%
11/14/2024Plotkin Financial Advisors LLC12,938$191K0.1%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.64,834$957K0.0%+8.4%0.000%
11/12/2024Penserra Capital Management LLC357,306$5.27M0.1%N/A0.000%
11/12/2024M Holdings Securities Inc.14,716$217K0.1%-9.4%0.000%
11/8/2024Advisors Asset Management Inc.408,655$6.03M0.1%-4.0%0.000%
11/6/2024Kovack Advisors Inc.46,745$690K0.1%-20.4%0.000%
11/1/2024Verity Asset Management Inc.15,030$222K0.1%-16.1%0.000%
10/28/2024Stephens Inc. AR25,852$382K0.0%+36.8%0.000%
10/24/2024J.W. Cole Advisors Inc.42,255$624K0.0%N/A0.000%
10/24/2024PFG Investments LLC16,895$249K0.0%N/A0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.15,804$233K0.0%+48.7%0.000%
10/18/2024 Capital Investment Advisors LLC178,348$2.63M0.1%-0.9%0.000%
10/16/2024 SeaCrest Wealth Management LLC23,532$347K0.0%+4.8%0.000%
10/11/2024Creative Planning12,326$182K0.0%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.2,687$37K0.0%-52.4%0.000%
7/31/2024Commonwealth Equity Services LLC17,307$237K0.0%+9.5%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.112,377$1.54M0.0%+7.7%0.000%
7/24/2024Joseph P. Lucia & Associates LLC96,280$1.32M0.7%+2.8%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.10,630$146K0.0%N/A0.000%
7/12/2024 Capital Investment Advisors LLC179,923$2.47M0.1%-2.1%0.000%
7/10/2024 Simplicity Wealth LLC75,082$1.03M0.0%N/A0.000%
5/24/2024Cetera Advisors LLC42,374$574K0.0%N/A0.000%
5/20/2024Highlander Capital Management LLC52,976$717K0.2%-23.8%0.000%
5/14/2024Advisors Asset Management Inc.442,350$5.99M0.1%+17.3%0.000%
5/4/2024Joseph P. Lucia & Associates LLC93,638$1.27M0.7%+3.0%0.000%
4/25/2024Cambridge Investment Research Advisors Inc.104,321$1.41M0.0%+4.5%0.000%
4/22/2024PFG Investments LLC11,356$154K0.0%N/A0.000%
4/19/2024Kovack Advisors Inc.67,945$920K0.1%-3.9%0.000%
2/20/2024Quarry LP143,022$1.80M0.3%-2.9%0.000%
2/13/2024Aristides Capital LLC15,629$196K0.1%N/A0.000%
2/9/2024UBS Group AG624,979$7.86M0.0%-4.3%0.000%
2/8/2024Summit X LLC99,946$1.26M0.4%-2.1%0.000%
2/8/2024Verity Asset Management Inc.18,990$239K0.2%-4.2%0.000%
2/8/2024Robinson Capital Management LLC33,264$421K0.1%+192.8%0.000%
2/2/2024Kovack Advisors Inc.70,703$889K0.1%+61.3%0.000%
1/29/2024Joseph P. Lucia & Associates LLC90,878$1.14M0.7%-1.7%0.000%
1/24/2024Highlander Capital Management LLC69,497$874K0.3%-4.7%0.000%
1/18/2024 SeaCrest Wealth Management LLC21,770$276K0.0%-10.1%0.000%
1/5/2024 Capital Investment Advisors LLC180,096$2.26M0.1%+0.8%0.000%
11/22/2023Verity Asset Management Inc.19,831$237K0.2%+8.2%0.000%
11/15/2023Advisors Asset Management Inc.276,967$3.31M0.1%+71.7%0.000%
11/14/2023AQR Arbitrage LLC26,587$318K0.0%-78.6%0.000%
11/14/2023Clough Capital Partners L P653,815$7.82M0.8%-14.2%0.000%
11/14/2023Robinson Capital Management LLC11,361$134K0.1%-71.8%0.000%
11/13/2023Consolidated Portfolio Review Corp20,617$247K0.1%-82.2%0.000%
11/9/2023UBS Group AG652,769$7.81M0.0%-11.7%0.000%
11/8/2023Westchester Capital Management LLC58,020$694K0.0%N/A0.000%
11/8/2023 Janney Montgomery Scott LLC13,052$156K0.0%-13.1%0.000%
11/7/2023Virtus ETF Advisers LLC61,334$734K0.4%N/A0.000%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
11/6/2023Summit X LLC102,088$1.22M0.4%-2.7%0.000%
11/2/2023Shaker Financial Services LLC30,582$366K0.2%N/A0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.20,150$241K0.0%-43.6%0.000%
10/24/2023 Mission Wealth Management LP16,000$191K0.0%N/A0.000%
10/24/2023Cambridge Investment Research Advisors Inc.89,292$1.07M0.0%-2.9%0.000%
10/23/2023Commonwealth Equity Services LLC13,308$159K0.0%+29.6%0.000%
10/16/2023 Capital Investment Advisors LLC178,602$2.14M0.1%+17.9%0.000%
8/15/2023Quarry LP121,822$1.41M0.5%+126.3%0.000%
8/15/2023Cohen & Steers Inc.77,548$900K0.0%-46.9%0.000%
8/14/2023Vivaldi Capital Management LP231,734$2.69M0.8%+1.7%0.000%
(Data available from 1/1/2016 forward)

KIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KIO shares?

During the previous two years, 68 institutional investors and hedge funds held shares of KKR Income Opportunities Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($12.43M), UBS Group AG ($7.86M), Clough Capital Partners L P ($7.82M), Guggenheim Capital LLC ($7.60M), Penserra Capital Management LLC ($5.27M), Advisors Asset Management Inc. ($4.33M), and Bank of America Corp DE ($3.85M).Learn more on KIO's institutional investors.

Which institutional investors have been buying KKR Income Opportunities Fund stock?

Of the 58 institutional investors that purchased KKR Income Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Clough Capital Partners L P ($710.12K), Penserra Capital Management LLC ($357.31K), Advisors Asset Management Inc. ($180.89K), Quarry LP ($121.82K), Consolidated Portfolio Review Corp ($113.45K), Guggenheim Capital LLC ($112.37K), and Stifel Financial Corp ($108.73K).

How much institutional buying is happening at KKR Income Opportunities Fund?

Institutional investors have bought a total of 2,880,479 shares in the last 24 months. This purchase volume represents approximately $35.66M in transactions.

Which KKR Income Opportunities Fund major shareholders have been selling company stock?

Of the 28 institutional investors that sold KKR Income Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sage Rhino Capital LLC ($206.88K), Janney Montgomery Scott LLC ($206.31K), Shaker Financial Services LLC ($116.49K), UBS Group AG ($114.25K), Clough Capital Partners L P ($108.40K), Advisors Asset Management Inc. ($102.35K), and AQR Arbitrage LLC ($97.44K).

How much institutional selling is happening at KKR Income Opportunities Fund?

Institutional investors have sold a total of 1,293,298 shares in the last 24 months. This volume of shares sold represents approximately $15.39M in transactions.


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This page (NYSE:KIO) was last updated on 4/22/2025 by MarketBeat.com Staff
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