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KKR Income Opportunities Fund (KIO) Institutional Ownership

KKR Income Opportunities Fund logo
$12.56 0.00 (0.00%)
Closing price 07/3/2025 03:30 PM Eastern
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$12.56 -0.01 (-0.04%)
As of 07/3/2025 04:21 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)
56
Total
Institutional Inflows
(last 12 months)
$82.52M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.59M
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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
5/16/2025Polar Asset Management Partners Inc.403,595$4.96M0.1%N/A0.000%
5/16/2025NewEdge Advisors LLC45,466$559K0.0%+9.2%0.000%
5/16/2025Advisors Asset Management Inc.297,205$3.65M0.1%-8.1%0.000%
5/16/20251607 Capital Partners LLC729,483$8.97M0.7%N/A0.000%
5/15/2025Royal Bank of Canada87,365$1.07M0.0%+7.4%0.000%
5/15/2025Baird Financial Group Inc.36,786$452K0.0%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.800,734$9.84M0.9%N/A0.000%
5/14/2025Guggenheim Capital LLC767,963$9.44M0.1%+35.2%0.000%
5/14/2025WealthTrust Axiom LLC26,591$327K0.1%N/A0.000%
5/14/2025SVB Wealth LLC2,149$26K0.0%N/A0.000%
5/13/2025SFI Advisors LLC22,419$276K0.2%N/A0.000%
5/13/2025Cresset Asset Management LLC20,466$252K0.0%-9.7%0.000%
5/13/2025Gator Capital Management LLC13,820$170K0.1%-29.8%0.000%
5/13/2025Sit Investment Associates Inc.2,260,825$27.79M0.7%N/A0.000%
5/12/2025Invesco Ltd.144,007$1.77M0.0%-6.5%0.000%
5/12/2025Wolverine Asset Management LLC134,352$1.65M0.0%N/A0.000%
5/9/2025Atria Wealth Solutions Inc.15,319$188K0.0%+14.7%0.000%
5/9/2025Shaker Financial Services LLC38,342$471K0.2%N/A0.000%
5/9/2025Gill Capital Partners LLC15,259$188K0.1%N/A0.000%
5/8/2025Strategic Advocates LLC77,035$947K0.3%N/A0.000%
5/8/2025US Bancorp DE5,476$67K0.0%+266.3%0.000%
5/6/2025Cetera Investment Advisers44,523$547K0.0%+51.9%0.000%
5/6/2025Kovack Advisors Inc.98,665$1.21M0.1%+124.0%0.000%
5/5/2025J.W. Cole Advisors Inc.78,928$970K0.0%+29.9%0.000%
5/5/2025Atlantic Union Bankshares Corp24,237$298K0.0%N/A0.000%
5/2/2025Summit X LLC57,506$707K0.1%-23.1%0.000%
4/29/2025Envestnet Asset Management Inc.40,726$501K0.0%+3.0%0.000%
4/29/2025Penserra Capital Management LLC347,991$4.28M0.1%-9.2%0.000%
4/29/2025Aviance Capital Partners LLC30,119$370K0.1%N/A0.000%
4/25/2025Verity Asset Management Inc.20,196$248K0.1%+15.3%0.000%
4/24/2025Allspring Global Investments Holdings LLC601,202$7.39M0.0%N/A0.000%
4/23/2025Uncommon Cents Investing LLC34,234$421K0.1%N/A0.000%
4/17/2025Fortitude Advisory Group L.L.C.12,501$143K0.1%N/A0.000%
4/16/2025Wealth Enhancement Advisory Services LLC43,435$534K0.0%+47.5%0.000%
4/15/2025Noble Wealth Management PBC5,100$63K0.0%N/A0.000%
4/14/2025Capital Investment Advisors LLC155,563$1.91M0.0%-5.7%0.000%
4/11/2025SeaCrest Wealth Management LLC15,739$193K0.0%-35.2%0.000%
4/7/2025AdvisorNet Financial Inc2,093$26K0.0%N/A0.000%
3/17/2025Wealth Enhancement Advisory Services LLC29,443$394K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC7,575$101K0.0%-11.9%0.000%
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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%
1/14/2025SeaCrest Wealth Management LLC24,297$325K0.0%+3.3%0.000%
1/13/2025Capital 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%
11/12/2024Penserra 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%
10/23/2024Hennion & Walsh Asset Management Inc.15,804$233K0.0%+48.7%0.000%
10/18/2024Capital Investment Advisors LLC178,348$2.63M0.1%-0.9%0.000%
10/16/2024SeaCrest 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%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
7/24/2024Joseph P. Lucia & Associates LLC96,280$1.32M0.7%+2.8%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.10,630$146K0.0%N/A0.000%
7/12/2024Capital Investment Advisors LLC179,923$2.47M0.1%-2.1%0.000%
7/10/2024Simplicity 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%
(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, 84 institutional investors and hedge funds held shares of KKR Income Opportunities Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($27.79M), Landscape Capital Management L.L.C. ($9.84M), Guggenheim Capital LLC ($9.44M), 1607 Capital Partners LLC ($8.97M), UBS Group AG ($7.86M), Clough Capital Partners L P ($7.82M), and Allspring Global Investments Holdings LLC ($7.39M).Learn more on KKR Income Opportunities Fund's institutional investors.

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

Of the 69 institutional investors that purchased KKR Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($2.30M), Landscape Capital Management L.L.C. ($800.73K), 1607 Capital Partners LLC ($729.48K), Allspring Global Investments Holdings LLC ($601.20K), Polar Asset Management Partners Inc. ($403.60K), Penserra Capital Management LLC ($357.31K), and Guggenheim Capital LLC ($285.11K).

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

Institutional investors have bought a total of 6,571,899 shares in the last 24 months. This purchase volume represents approximately $82.52M in transactions.

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

Of the 15 institutional investors that sold KKR Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($128.57K), Penserra Capital Management LLC ($35.12K), Capital Investment Advisors LLC ($28.15K), Summit X LLC ($19.01K), Kovack Advisors Inc. ($14.70K), Invesco Ltd. ($13.36K), and HighTower Advisors LLC ($8.87K).

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

Institutional investors have sold a total of 273,815 shares in the last 24 months. This volume of shares sold represents approximately $3.59M in transactions.


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This page (NYSE:KIO) was last updated on 7/4/2025 by MarketBeat.com Staff
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