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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Rockefeller Capital Management L.P. 1060 - 2024-03-31 129,834 $1,758,000 0
   Vanguard Capital Wealth Advisors 69 - 2024-03-31 35,000 $474,000 0
   Gator Capital Management LLC 54 - 2024-03-31 27,541 $373,000 0
   STEPHENS INC /AR/ 1062 - 2024-03-31 18,903 $256,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 243 - 2023-09-30 20,000 $239,000 0
   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
   1776 WEALTH LLC 131 - 2024-03-31 13,144 $178,000 0
   HIGHTOWER ADVISORS, LLC 2981 - 2024-03-31 11,850 $161,000 0
   CAROLINAS WEALTH CONSULTING LLC 326 - 2024-03-31 5,233 $71,000 0
   MARQUETTE ASSET MANAGEMENT INC. 163 - 2024-03-31 1,082 $15,000 0
   PROEQUITIES INC. 9977 - 2024-03-31 0 $0 0

  12 Records found
  1    
  Page 1 of 1
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