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Get Institutions for : 
Kkr Income Opportunities Fund (KIO)  
$13.44 0.02 (0.15%) as of 4:30 Fri 5/17


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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  : 
1.54 (12.94%)  




 
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  
Free Registration Required For Full Results

            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
   UBS Group AG 1725 - 2024-03-31 622,086 $8,423,000 -2,893
   GUGGENHEIM CAPITAL LLC 428 - 2024-03-31 523,333 $7,086,000 -2,266
   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
   Rockefeller Capital Management L.P. 1060 - 2024-03-31 129,834 $1,758,000 0
   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
   Quarry LP 48 - 2024-03-31 86,692 $1,174,000 -56,330
   Summit X LLC 75 - 2024-03-31 78,542 $1,063,000 -21,404
   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
   Kovack Advisors Inc. 151 - 2024-03-31 67,945 $920,000 -2,758
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 69,497 $874,000 -3,440
   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
   Bramshill Investments LLC 83 *New 2024-03-31 42,829 $580,000 42,829
   MULTIFINANCIAL SECURITIES CORP 1507 *New 2024-03-31 42,374 $574,000 42,374
   COMERICA BANK 1856 - 2024-03-31 38,119 $516,000 99
   AMERIPRISE FINANCIAL INC 3336 - 2024-03-31 35,127 $499,000 -11,426
   Vanguard Capital Wealth Advisors 69 - 2024-03-31 35,000 $474,000 0
   Goss Wealth Management LLC 1462 - 2024-03-31 29,400 $398,000 5,200
   Gator Capital Management LLC 54 - 2024-03-31 27,541 $373,000 0
   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
   STEPHENS INC /AR/ 1062 - 2024-03-31 18,903 $256,000 0
   Verity Asset Management Inc. 157 - 2023-12-31 18,990 $239,000 -841
   TIEDEMANN WEALTH MANAGEMENT, LLC 243 - 2023-09-30 20,000 $239,000 0
   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
   Graves-Light Private Wealth Management Inc. 178 - 2024-03-31 13,728 $186,000 0
   Concurrent Investment Advisors LLC 807 - 2024-03-31 13,370 $181,000 0
   RAYMOND JAMES & ASSOCIATES 3585 *New 2024-03-31 13,385 $181,000 13,385
   1776 WEALTH LLC 131 - 2024-03-31 13,144 $178,000 0
   WETHERBY ASSET MANAGEMENT INC 894 *New 2024-03-31 12,996 $176,000 12,996
   VIRTU FINANCIAL LLC 905 *New 2023-12-31 12,891 $162,000 12,891
   HIGHTOWER ADVISORS, LLC 2981 - 2024-03-31 11,850 $161,000 0
   PFG Investments LLC 939 *New 2024-03-31 11,356 $154,000 11,356
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1893 - 2024-03-31 5,650 $77,000 551
   CAROLINAS WEALTH CONSULTING LLC 326 - 2024-03-31 5,233 $71,000 0
   BALDWIN BROTHERS INC/MA 389 *New 2024-03-31 3,000 $41,000 3,000
   Future Financial Wealth Managment LLC 330 *New 2024-03-31 1,700 $23,000 1,700
   Ahrens Investment Partners LLC 484 *New 2023-03-31 1,600 $18,000 1,600
   MARQUETTE ASSET MANAGEMENT INC. 163 - 2024-03-31 1,082 $15,000 0
   VisionPoint Advisory Group LLC 425 *New 2024-03-31 1,000 $14,000 1,000
   Hobbs Group Advisors LLC 326 - 2023-12-31 1,000 $13,000 0
   FNY Investment Advisers LLC 485 *New 2024-03-31 400 $5,000 400
   J P MORGAN CHASE & CO 5159 - 2024-03-31 296 $4,000 -12,577
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1667 *New 2024-03-31 78 $1,000 78
   ROBINSON CAPITAL MANAGEMENT LLC 178 *Closed 2024-03-31 0 $0 -33,264
   BDO Wealth Advisors LLC 991 *Closed 2023-06-30 0 $0 -323
   AMERICAN NATIONAL BANK 546 *Closed 2024-03-31 0 $0 -200
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 900 *Closed 2024-03-31 0 $0 -12,389
   FIRST MANHATTAN CO 1410 *Closed 2024-03-31 0 $0 -15
   MISSION WEALTH MANAGEMENT LLC 643 *Closed 2024-03-31 0 $0 -16,000
   M HOLDINGS SECURITIES, INC. 160 *Closed 2024-03-31 0 $0 -16,236
   SIT INVESTMENT ASSOCIATES INC 535 *Closed 2024-03-31 0 $0 -639,527
   Aristides Capital LLC 328 *Closed 2024-03-31 0 $0 -15,629
   WESTCHESTER CAPITAL MANAGEMENT, LLC 240 *Closed 2024-03-31 0 $0 -105,206
   CLOUGH CAPITAL PARTNERS L P 189 *Closed 2024-03-31 0 $0 -617,415
   Claraphi Advisory Network LLC 226 *Closed 2022-12-31 0 $0 -32,172
   PROEQUITIES INC. 9977 - 2024-03-31 0 $0 0
   Consolidated Portfolio Review Corp 299 *Closed 2024-03-31 0 $0 -20,617
   Atomi Financial Group Inc. 763 *Closed 2024-03-31 0 $0 -12,173
   Cetera Investment Advisers 2245 *Closed 2024-03-31 0 $0 -46,092
  71 Records found
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