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KKR Income Opportunities Fund (KIO) Institutional Ownership

KKR Income Opportunities Fund logo
$12.30 -0.03 (-0.24%)
As of 03:42 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)
35
Total
Institutional Inflows
(last 12 months)
$15.73M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.44M
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KIO Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC29,443$394K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC7,575$101K0.0%-11.9%0.000%
2/17/2025 Cresset Asset Management LLC22,671$303K0.0%+21.5%0.000%
2/17/2025 Cetera Investment Advisers29,313$392K0.0%+76.4%0.000%
2/17/2025 Bank of America Corp DE287,895$3.85M0.0%+3.1%0.000%
2/14/2025 Comerica Bank39,272$525K0.0%+3.7%0.000%
2/14/2025 Virtus ETF Advisers LLC63,436$849K0.3%+32.0%0.000%
2/14/2025 Stifel Financial Corp182,559$2.44M0.0%+68.5%0.000%
2/13/2025 NewEdge Advisors LLC41,622$557K0.0%+4.7%0.000%
2/13/2025 Guggenheim Capital LLC567,989$7.60M0.1%+7.0%0.000%
2/13/2025 Walleye Capital LLC22,483$301K0.0%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.63,834$854K0.0%-1.5%0.000%
2/13/2025 Raymond James Financial Inc.20,969$281K0.0%N/A0.000%
2/13/2025 Invesco Ltd.154,086$2.06M0.0%-2.1%0.000%
2/13/2025 Envestnet Asset Management Inc.39,533$529K0.0%+8.7%0.000%
2/13/2025 Wells Fargo & Company MN163,325$2.19M0.0%+29.9%0.000%
2/11/2025 LPL Financial LLC86,269$1.15M0.0%+6.5%0.000%
2/10/2025 Advisors Asset Management Inc.323,427$4.33M0.1%-20.9%0.000%
2/10/2025 Atala Financial Inc23,270$311K0.2%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC17,498$234K0.0%+23.6%0.000%
2/7/2025 Summit X LLC74,747$1M0.2%-2.3%0.000%
2/7/2025 HighTower Advisors LLC13,050$175K0.0%-40.5%0.000%
2/7/2025 Naviter Wealth LLC10,373$139K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.20,969$281K0.0%N/A0.000%
2/5/2025 Kovack Advisors Inc.44,045$589K0.1%-5.8%0.000%
1/31/2025 J.W. Cole Advisors Inc.60,759$813K0.0%+43.8%0.000%
1/28/2025 Stephens Inc. AR26,852$359K0.0%+3.9%0.000%
1/28/2025 Apollon Wealth Management LLC16,041$215K0.0%N/A0.000%
1/27/2025 Rik Saylor Financial Inc.15,098$202K0.2%N/A0.000%
1/27/2025 Verity Asset Management Inc.17,522$234K0.1%+16.6%0.000%
1/22/2025 Joseph 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%
11/15/2024 Stifel Financial Corp108,342$1.60M0.0%+46.8%0.000%
11/15/2024 HighTower Advisors LLC21,921$324K0.0%+85.0%0.000%
11/14/2024 Plotkin Financial Advisors LLC12,938$191K0.1%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.64,834$957K0.0%+8.4%0.000%
11/12/2024 Penserra Capital Management LLC357,306$5.27M0.1%N/A0.000%
11/12/2024 M Holdings Securities Inc.14,716$217K0.1%-9.4%0.000%
11/8/2024 Advisors Asset Management Inc.408,655$6.03M0.1%-4.0%0.000%
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11/6/2024 Kovack Advisors Inc.46,745$690K0.1%-20.4%0.000%
11/1/2024 Verity Asset Management Inc.15,030$222K0.1%-16.1%0.000%
10/28/2024 Stephens Inc. AR25,852$382K0.0%+36.8%0.000%
10/24/2024 J.W. Cole Advisors Inc.42,255$624K0.0%N/A0.000%
10/24/2024 PFG 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%
10/11/2024 Creative Planning12,326$182K0.0%N/A0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.2,687$37K0.0%-52.4%0.000%
7/31/2024 Commonwealth Equity Services LLC17,307$237K0.0%+9.5%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.112,377$1.54M0.0%+7.7%0.000%
7/24/2024 Joseph 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%
5/14/2024 Advisors Asset Management Inc.442,350$5.99M0.1%+17.3%0.000%
5/4/2024 Joseph P. Lucia & Associates LLC93,638$1.27M0.7%+3.0%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.104,321$1.41M0.0%+4.5%0.000%
4/22/2024 PFG Investments LLC11,356$154K0.0%N/A0.000%
4/19/2024 Kovack Advisors Inc.67,945$920K0.1%-3.9%0.000%
2/20/2024 Quarry LP143,022$1.80M0.3%-2.9%0.000%
2/13/2024 Aristides Capital LLC15,629$196K0.1%N/A0.000%
2/9/2024 UBS Group AG624,979$7.86M0.0%-4.3%0.000%
2/8/2024 Summit X LLC99,946$1.26M0.4%-2.1%0.000%
2/8/2024 Verity Asset Management Inc.18,990$239K0.2%-4.2%0.000%
2/8/2024 Robinson Capital Management LLC33,264$421K0.1%+192.8%0.000%
2/2/2024 Kovack Advisors Inc.70,703$889K0.1%+61.3%0.000%
1/29/2024 Joseph 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%
11/22/2023 Verity Asset Management Inc.19,831$237K0.2%+8.2%0.000%
11/15/2023 Advisors Asset Management Inc.276,967$3.31M0.1%+71.7%0.000%
11/14/2023 AQR Arbitrage LLC26,587$318K0.0%-78.6%0.000%
11/14/2023 Clough Capital Partners L P653,815$7.82M0.8%-14.2%0.000%
11/14/2023 Robinson Capital Management LLC11,361$134K0.1%-71.8%0.000%
11/13/2023 Consolidated Portfolio Review Corp20,617$247K0.1%-82.2%0.000%
11/9/2023 UBS Group AG652,769$7.81M0.0%-11.7%0.000%
11/8/2023 Westchester Capital Management LLC58,020$694K0.0%N/A0.000%
11/8/2023 Janney Montgomery Scott LLC13,052$156K0.0%-13.1%0.000%
11/7/2023 Virtus ETF Advisers LLC61,334$734K0.4%N/A0.000%
11/6/2023 Summit X LLC102,088$1.22M0.4%-2.7%0.000%
11/2/2023 Shaker 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%
10/24/2023 Cambridge Investment Research Advisors Inc.89,292$1.07M0.0%-2.9%0.000%
10/23/2023 Commonwealth Equity Services LLC13,308$159K0.0%+29.6%0.000%
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10/16/2023 Capital Investment Advisors LLC178,602$2.14M0.1%+17.9%0.000%
8/15/2023 Quarry LP121,822$1.41M0.5%+126.3%0.000%
8/15/2023 Cohen & Steers Inc.77,548$900K0.0%-46.9%0.000%
8/14/2023 Vivaldi Capital Management LP231,734$2.69M0.8%+1.7%0.000%
8/14/2023 Carolinas Wealth Consulting LLC5,233$61K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC460,266$5.34M0.0%+11.7%0.000%
8/10/2023 Sit Investment Associates Inc.1,070,257$12.43M0.3%+3.9%0.000%
8/10/2023 Cetera Investment Advisers44,572$517K0.0%+10.4%0.000%
8/10/2023 Summit X LLC104,934$1.22M0.3%-1.7%0.000%
8/4/2023 Envestnet Asset Management Inc.132,451$1.54M0.0%+5.5%0.000%
(Data available from 1/1/2016 forward)

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KIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KIO shares?

During the previous two years, 67 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 2,932,452 shares in the last 24 months. This purchase volume represents approximately $36.19M in transactions.

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

Of the 29 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 1,281,014 shares in the last 24 months. This volume of shares sold represents approximately $15.23M in transactions.


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This page (NYSE:KIO) was last updated on 3/28/2025 by MarketBeat.com Staff
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