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Get Institutions for : 
Kkr Income Opportunities Fund (KIO)  
$13.37 0.07 (0.53%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    5
Total shares held : 
 6,146,864  
% of shares held : 
 40.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -816,432  
% of shares held change : 
   -5.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $11.83  
Last Quarter's Ending Price : 
 $12.57  
Last Quarter's Average Price : 
 $11.90  
Change from last quarter's     
avg. price to the last closing  : 
1.47 (12.35%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 99,360
 1.62%
 
Increased Positions :
19
 299,010
 4.86%
 
Unchanged Positions :
13
 280,803
 4.57%
 
Decreased Positions :
16
-766,804
-12.47%
 
Closed Positions :
11
-447,998
-7.29%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2878 - 2024-03-31 1,218,652 $16,501,000 245,113
   FIXED INCOME SECURITIES INC 226 - 2024-03-31 442,350 $5,989,000 65,197
   BANK OF AMERICA CORP /DE/ 2968 - 2024-03-31 364,094 $4,930,000 63,424
   Capital Investment Advisors LLC 170 - 2024-03-31 183,708 $2,487,000 3,612
   INVESCO LTD 2592 - 2024-03-31 144,463 $1,956,000 11,274
   WELLS FARGO & CO/MN 2655 - 2024-03-31 129,718 $1,756,000 13,354
   LPL FINANCIAL CORP 2727 - 2024-03-31 115,210 $1,560,000 96
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1484 - 2024-03-31 104,321 $1,413,000 4,496
   Joseph P. Lucia & Associates LLC 46 - 2024-03-31 93,638 $1,268,000 2,760
   ROYAL BANK OF CANADA 2968 - 2024-03-31 76,027 $1,029,000 1,833
   Advisor Group Holdings Inc. 2395 - 2024-03-31 68,684 $930,000 25,385
   Cetera Investment Advisers 2150 - 2024-03-31 66,154 $896,000 20,062
   Virtus ETF Advisers LLC 126 - 2024-03-31 53,074 $719,000 8,842
   ENVESTNET ASSET MANAGEMENT INC 3251 - 2024-03-31 48,402 $655,000 10,887
   STIFEL FINANCIAL CORP 2484 - 2024-03-31 44,812 $607,000 23,957
   COMERICA BANK 1856 - 2024-03-31 38,119 $516,000 99
   Goss Wealth Management LLC 1462 - 2024-03-31 29,400 $398,000 5,200
   WEDBUSH MORGAN SECURITIES INC 792 - 2024-03-31 26,014 $352,000 6,293
   SeaCrest Wealth Management LLC 438 - 2024-03-31 22,329 $302,000 559
   SHAKER FINANCIAL SERVICES, LLC 134 - 2024-03-31 20,779 $281,000 20,779
   FINANCIAL NETWORK 2522 - 2024-03-31 15,852 $215,000 3,436
   COMMONWEALTH EQUITY SERVICES LLC. 3519 - 2024-03-31 15,809 $214,000 1,334
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1893 - 2024-03-31 5,650 $77,000 551
  23 Records found
  1    
  Page 1 of 1
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