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Get Institutions for : 
Kkr Income Opportunities Fund (KIO)  
$13.32 0.11 (0.83%) as of 4:30 Fri 4/26


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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  : 
1.42 (11.93%)  




 
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 3131 - 2023-12-31 973,539 $12,237,000 -293,107
   SIT INVESTMENT ASSOCIATES INC 157 - 2023-12-31 639,527 $8,039,000 -343,520
   UBS Group AG 1611 - 2023-12-31 624,979 $7,856,000 -27,790
   CLOUGH CAPITAL PARTNERS L P 39 - 2023-12-31 617,415 $7,761,000 -36,400
   GUGGENHEIM CAPITAL LLC 437 - 2023-12-31 525,599 $6,607,000 8,651
   FIXED INCOME SECURITIES INC 255 - 2023-12-31 377,153 $4,741,000 100,186
   BANK OF AMERICA CORP /DE/ 3048 - 2023-12-31 300,670 $3,779,000 14,954
   Capital Investment Advisors LLC 170 - 2024-03-31 183,708 $2,487,000 3,612
   Quarry LP 25 - 2023-12-31 143,022 $1,798,000 -4,200
   INVESCO LTD 2593 - 2023-12-31 133,189 $1,674,000 8,633
   Rockefeller Capital Management L.P. 980 - 2023-12-31 129,834 $1,632,000 0
   WELLS FARGO & CO/MN 2706 - 2023-12-31 116,364 $1,463,000 -541
   LPL FINANCIAL CORP 2674 - 2023-12-31 115,114 $1,447,000 -10,245
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1484 - 2024-03-31 104,321 $1,413,000 4,496
   WESTCHESTER CAPITAL MANAGEMENT, LLC 149 - 2023-12-31 105,206 $1,322,000 47,186
   Summit X LLC 61 - 2023-12-31 99,946 $1,256,000 -2,142
   Joseph P. Lucia & Associates LLC 44 - 2023-12-31 90,878 $1,142,000 -1,609
   ROYAL BANK OF CANADA 3139 - 2023-12-31 74,194 $933,000 -2,155
   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
   AMERIPRISE FINANCIAL INC 3314 *New 2023-12-31 46,553 $585,000 46,553
   Cetera Investment Advisers 1408 - 2023-12-31 46,092 $579,000 5,000
   Virtus ETF Advisers LLC 124 - 2023-12-31 44,232 $556,000 -17,102
   Advisor Group Holdings Inc. 3079 - 2023-12-31 43,299 $544,000 -10,468
   COMERICA BANK 1872 - 2023-12-31 38,020 $478,000 5,473
   Vanguard Capital Wealth Advisors 69 - 2024-03-31 35,000 $474,000 0
   ENVESTNET ASSET MANAGEMENT INC 3340 - 2023-12-31 37,515 $472,000 9,450
   ROBINSON CAPITAL MANAGEMENT LLC 96 - 2023-12-31 33,264 $421,000 21,903
   Gator Capital Management LLC 52 - 2023-12-31 27,541 $346,000 0
   Goss Wealth Management LLC 1528 - 2023-12-31 24,200 $304,000 4,500
   SeaCrest Wealth Management LLC 438 - 2024-03-31 22,329 $302,000 559
   STIFEL FINANCIAL CORP 2902 - 2023-12-31 20,855 $262,000 4,625
   Consolidated Portfolio Review Corp 249 - 2023-12-31 20,617 $259,000 0
   WEDBUSH MORGAN SECURITIES INC 854 - 2023-12-31 19,721 $248,000 325
   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
   STEPHENS INC /AR/ 1016 - 2023-12-31 18,903 $238,000 0
   M HOLDINGS SECURITIES, INC. 179 - 2023-12-31 16,236 $204,000 -10,790
   MISSION WEALTH MANAGEMENT LLC 533 - 2023-12-31 16,000 $201,000 0
   Aristides Capital LLC 194 *New 2023-12-31 15,629 $196,000 15,629
   COMMONWEALTH EQUITY SERVICES LLC. 3465 - 2023-12-31 14,475 $182,000 1,167
   RAYMOND JAMES & ASSOCIATES 3585 *New 2024-03-31 13,385 $181,000 13,385
   Graves-Light Private Wealth Management Inc. 174 - 2023-12-31 13,728 $173,000 0
   Concurrent Investment Advisors LLC 781 - 2023-12-31 13,370 $168,000 0
   1776 WEALTH LLC 129 - 2023-12-31 13,144 $165,000 13,144
   J P MORGAN CHASE & CO 4282 - 2023-12-31 12,873 $162,000 11,819
   VIRTU FINANCIAL LLC 905 *New 2023-12-31 12,891 $162,000 12,891
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 732 *New 2023-12-31 12,389 $156,000 12,389
   FINANCIAL NETWORK 2584 *New 2023-12-31 12,416 $156,000 12,416
   PFG Investments LLC 939 *New 2024-03-31 11,356 $154,000 11,356
   Atomi Financial Group Inc. 565 *New 2023-12-31 12,173 $153,000 12,173
   HIGHTOWER ADVISORS, LLC 3016 - 2023-12-31 11,850 $149,000 0
   CAROLINAS WEALTH CONSULTING LLC 300 - 2023-12-31 5,233 $66,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1936 - 2023-12-31 5,099 $64,000 3,099
   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. 165 - 2023-12-31 1,082 $14,000 0
   Hobbs Group Advisors LLC 326 - 2023-12-31 1,000 $13,000 0
   ELEQUIN CAPITAL LP 341 *Closed 2023-12-31 0 $0 -280
   JANNEY MONTGOMERY SCOTT LLC 2637 *Closed 2023-12-31 0 $0 -13,052
   BDO Wealth Advisors LLC 991 *Closed 2023-06-30 0 $0 -323
   Yakira Capital Management Inc. 334 *Closed 2023-12-31 0 $0 -25,152
   PROEQUITIES INC. 4410 - 2023-12-31 0 $0 0
   AMERICAN NATIONAL BANK 546 *Closed 2024-03-31 0 $0 -200
   FIRST MANHATTAN CO 1527 - 2023-12-31 15 $0 0
   COHEN & STEERS INC 412 *Closed 2023-12-31 0 $0 -53,342
   SHAKER FINANCIAL SERVICES, LLC 173 *Closed 2023-12-31 0 $0 -30,582
   MML INVESTORS SERVICES LLC 2457 *Closed 2023-12-31 0 $0 -48,308
   Vivaldi Capital Management LLC 224 *Closed 2023-12-31 0 $0 -226,326
   CNH PARTNERS LLC 702 *Closed 2023-12-31 0 $0 -26,587
   Claraphi Advisory Network LLC 226 *Closed 2022-12-31 0 $0 -32,172
   FWL INVESTMENT MANAGEMENT LLC 235 *Closed 2023-12-31 0 $0 -4,219
  73 Records found
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