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KKR Income Opportunities Fund (KIO) Institutional Ownership

KKR Income Opportunities Fund logo
$11.90 +0.05 (+0.38%)
Closing price 03:59 PM Eastern
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$11.90 +0.01 (+0.08%)
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Institutional Ownership Changes (13F Filings) for KKR Income Opportunities Fund (NYSE:KIO)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$24.14M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.27M
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Skip Chart & View Institutional Buying and Selling Data

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
5/2/2025Summit X LLC57,506$707K0.1%-23.1%0.000%
4/29/2025 Envestnet Asset Management Inc.40,726$501K0.0%+3.0%0.000%
4/29/2025 Penserra Capital Management LLC347,991$4.28M0.1%-9.2%0.000%
4/29/2025 Aviance Capital Partners LLC30,119$370K0.1%N/A0.000%
4/25/2025 Verity Asset Management Inc.20,196$248K0.1%+15.3%0.000%
4/24/2025 Allspring Global Investments Holdings LLC601,202$7.39M0.0%N/A0.000%
4/23/2025 Uncommon Cents Investing LLC34,234$421K0.1%N/A0.000%
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%
2/13/2025 Envestnet 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%
2/10/2025 Atala 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%
2/7/2025 Naviter 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%
1/28/2025 Stephens Inc. AR26,852$359K0.0%+3.9%0.000%
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1/28/2025Apollon 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%
1/22/2025Joseph 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%
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%
11/12/2024 Penserra 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%
11/1/2024 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%
10/24/2024J.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%
10/11/2024Creative 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%
7/26/2024 Cambridge 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%
4/25/2024 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%
4/19/2024Kovack 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%
2/8/2024 Verity 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%
11/22/2023 Verity 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%
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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%
11/13/2023 Consolidated 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%
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%
(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, 71 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), Allspring Global Investments Holdings LLC ($7.39M), Advisors Asset Management Inc. ($4.33M), and Penserra Capital Management LLC ($4.28M).Learn more on KIO's institutional investors.

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

Of the 60 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), Allspring Global Investments Holdings LLC ($601.20K), Penserra Capital Management LLC ($357.31K), Advisors Asset Management Inc. ($180.89K), Quarry LP ($121.82K), Consolidated Portfolio Review Corp ($113.45K), and Guggenheim Capital LLC ($112.37K).

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

Institutional investors have bought a total of 3,543,578 shares in the last 24 months. This purchase volume represents approximately $43.81M 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), Shaker Financial Services LLC ($116.49K), UBS Group AG ($114.25K), Clough Capital Partners L P ($108.40K), Advisors Asset Management Inc. ($102.35K), AQR Arbitrage LLC ($97.44K), and Consolidated Portfolio Review Corp ($95.38K).

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

Institutional investors have sold a total of 1,141,321 shares in the last 24 months. This volume of shares sold represents approximately $13.79M in transactions.


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This page (NYSE:KIO) was last updated on 5/2/2025 by MarketBeat.com Staff
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