Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Kkr Income Opportunities Fund (KIO)  
$13.46 0.06 (0.44%) as of 4:30 Thu 5/16


Download
     
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  : 
1.56 (13.11%)  




 
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
   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
   WELLS FARGO & CO/MN 2655 - 2024-03-31 129,718 $1,756,000 13,354
   INVESCO LTD 2593 - 2023-12-31 133,189 $1,674,000 8,633
   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
   WESTCHESTER CAPITAL MANAGEMENT, LLC 149 - 2023-12-31 105,206 $1,322,000 47,186
   Joseph P. Lucia & Associates LLC 46 - 2024-03-31 93,638 $1,268,000 2,760
   Advisor Group Holdings Inc. 2395 - 2024-03-31 68,684 $930,000 25,385
   Cetera Investment Advisers 1408 - 2023-12-31 46,092 $579,000 5,000
   COMERICA BANK 1872 - 2023-12-31 38,020 $478,000 5,473
   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
   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
   WEDBUSH MORGAN SECURITIES INC 854 - 2023-12-31 19,721 $248,000 325
   COMMONWEALTH EQUITY SERVICES LLC. 3519 - 2024-03-31 15,809 $214,000 1,334
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1936 - 2023-12-31 5,099 $64,000 3,099
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us