KIO
KKR Income Opportunities Fund
1W: -2.4%
1M: -5.6%
3M: -11.7%
YTD: -14.1%
1Y: -16.0%
3Y: +10.7%
5Y: -6.3%
$9.79
+0.06 (+0.56%)
Weekly Expected Move ±2.4%
$9
$10
$10
$10
$10
Institutional Ownership — KIO
104
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
111M
Total Invested
12
New Positions
30
Increased
39
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (116 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,996,729 | 29M | +251,322 | +9.2% | 52Q | SEC ↗ |
| 2 | Penserra Capital Management LLC | 1,161,643 | 11M | +44,345 | +4.0% | 8Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 851,503 | 8M | +57,941 | +7.3% | 46Q | SEC ↗ |
| 4 | UBS Group AG | 646,653 | 6M | -13,809 | -2.1% | 47Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 548,460 | 5M | -34,686 | -5.9% | 51Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 536,534 | 5M | +66,756 | +14.2% | 4Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 348,013 | 3M | +6,095 | +1.8% | 15Q | SEC ↗ |
| 8 | LPL Financial LLC | 217,250 | 2M | +4,305 | +2.0% | 45Q | SEC ↗ |
| 9 | Kovack Advisors, Inc. | 216,679 | 2M | +81,653 | +60.5% | 14Q | SEC ↗ |
| 10 | Rareview Capital LLC | 198,863 | 2M | +18,251 | +10.1% | 5Q | SEC ↗ |
| 11 | Shaker Financial Services, LLC | 175,575 | 2M | -140,063 | -44.4% | 6Q | SEC ↗ |
| 12 | Karpus Management, Inc. | 162,934 | 2M | -5,759 | -3.4% | 6Q | SEC ↗ |
| 13 | Significant Wealth Partners LLC | 143,556 | 1M | +2,407 | +1.7% | 2Q | SEC ↗ |
| 14 | Capital Investment Advisors, LLC | 135,975 | 1M | -4,350 | -3.1% | 47Q | SEC ↗ |
| 15 | Invesco Ltd. | 125,904 | 1M | -27,220 | -17.8% | 51Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 114,454 | 1M | -2,237 | -1.9% | 7Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 114,389 | 1M | +3,186 | +2.9% | 38Q | SEC ↗ |
| 18 | J.W. COLE ADVISORS, INC. NEW | 101,737 | 991K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 100,812 | 982K | +4,407 | +4.6% | 23Q | SEC ↗ |
| 20 | Joseph P. Lucia & Associates, LLC | 100,022 | 974K | +988 | +1.0% | 30Q | SEC ↗ |
| 21 | COHEN & STEERS, INC. | 87,779 | 855K | — | +0.0% | 5Q | SEC ↗ |
| 22 | SIT INVESTMENT ASSOCIATES INC | 80,300 | 782K | — | +0.0% | 6Q | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 79,150 | 771K | -3,994 | -4.8% | 6Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 76,286 | 743K | -657 | -0.9% | 52Q | SEC ↗ |
| 25 | Advisors Asset Management, Inc. NEW | 73,782 | 719K | — | +0.0% | 1Q | SEC ↗ |
| 26 | WEDBUSH SECURITIES INC | 61,574 | 600K | +18,471 | +42.9% | 13Q | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 57,913 | 564K | -7,997 | -12.1% | 27Q | SEC ↗ |
| 28 | ROBINSON CAPITAL MANAGEMENT, LLC | 52,154 | 508K | — | +0.0% | 6Q | SEC ↗ |
| 29 | Bramshill Investments, LLC | 47,659 | 464K | +522 | +1.1% | 10Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC | 47,370 | 461K | -1,100 | -2.3% | 19Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 45,520 | 443K | -5,702 | -11.1% | 16Q | SEC ↗ |
| 32 | PFG Investments, LLC | 43,469 | 423K | -795 | -1.8% | 2Q | SEC ↗ |
| 33 | Carnegie Lake Advisors LLC | 42,874 | 418K | -250 | -0.6% | 8Q | SEC ↗ |
| 34 | Aviance Capital Partners, LLC | 41,051 | 400K | +1,065 | +2.7% | 6Q | SEC ↗ |
| 35 | Arax Advisory Partners | 40,333 | 393K | +35,333 | +706.7% | 5Q | SEC ↗ |
| 36 | FIFTH THIRD BANCORP | 39,900 | 389K | +108 | +0.3% | 2Q | SEC ↗ |
| 37 | Virtus Investment Advisers, LLC | 38,341 | 373K | -10,232 | -21.1% | 6Q | SEC ↗ |
| 38 | STEPHENS INC /AR | 36,723 | 358K | +28 | +0.1% | 16Q | SEC ↗ |
| 39 | Uncommon Cents Investing LLC | 32,785 | 319K | -300 | -0.9% | 6Q | SEC ↗ |
| 40 | OSAIC HOLDINGS, INC. | 30,368 | 296K | +4,404 | +17.0% | 26Q | SEC ↗ |
| 41 | Total Wealth Planning & Management, In | 29,238 | 285K | +3,584 | +14.0% | 2Q | SEC ↗ |
| 42 | Equitable Holdings, Inc. | 28,615 | 279K | +7,162 | +33.4% | 2Q | SEC ↗ |
| 43 | XTX Topco Ltd NEW | 26,857 | 262K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Sanctuary Advisors, LLC NEW | 22,813 | 222K | — | +0.0% | 1Q | SEC ↗ |
| 45 | WealthTrust Axiom LLC | 20,889 | 203K | -1,064 | -4.8% | 6Q | SEC ↗ |
| 46 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 20,040 | 195K | -813 | -3.9% | 7Q | SEC ↗ |
| 47 | Apollon Wealth Management, LLC | 19,629 | 191K | — | +0.0% | 7Q | SEC ↗ |
| 48 | STIFEL FINANCIAL CORP | 17,793 | 173K | -310 | -1.7% | 18Q | SEC ↗ |
| 49 | Fortitude Advisory Group L.L.C. | 16,066 | 156K | — | +0.0% | 6Q | SEC ↗ |
| 50 | RIK SAYLOR FINANCIAL, INC. | 15,785 | 154K | -47 | -0.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 101,737 | 991K |
| Advisors Asset Management, Inc. | 73,782 | 719K |
| XTX Topco Ltd | 26,857 | 262K |
| Sanctuary Advisors, LLC | 22,813 | 222K |
| Creative Planning | 11,306 | 110K |
| BESSEMER GROUP INC | 6,000 | 58K |
| Global Retirement Partners, LLC | 3,769 | 37K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,877 | 18K |
| Ameritas Advisory Services, LLC | 371 | 4K |
| COMPASS FINANCIAL MANAGEMENT LLC | 205 | 2K |
| JFS WEALTH ADVISORS, LLC | 93 | 1K |
| Tower Research Capital LLC (TRC) | 41 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Logan Stone Capital, LLC | 246,200 | 2M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 91,534 | 892K |
| Balyasny Asset Management L.P. | 76,042 | 741K |
| WOLVERINE ASSET MANAGEMENT LLC | 75,056 | 731K |
| StoneX Group Inc. | 73,355 | 714K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 65,131 | 634K |
| TrueMark Investments, LLC | 45,255 | 441K |
| COMMONWEALTH EQUITY SERVICES, LLC | 17,629 | 172K |
| HRT FINANCIAL LP | 16,788 | 164K |
| Cresset Asset Management, LLC | 15,938 | 155K |
| Virtu Financial LLC | 15,894 | 155K |
| NOMURA HOLDINGS INC | 15,000 | 146K |
| CITADEL ADVISORS LLC | 14,703 | 143K |
| COOPER/HAIMS ADVISORS, LLC | 13,306 | 130K |
| JANE STREET GROUP, LLC | 11,764 | 115K |
| Integrity Advisory Solutions, LLC | 10,344 | 101K |
| Allspring Global Investments Holdin | 10,162 | 99K |
| Marex Group plc | 10,102 | 98K |
| OPPENHEIMER & CO INC | 10,090 | 98K |
| Kestra Advisory Services, LLC | 7,579 | 74K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +251,322 | +9.2% | 2,996,729 |
| Kovack Advisors, Inc. | +81,653 | +60.5% | 216,679 |
| Janney Montgomery Scott LLC | +66,756 | +14.2% | 536,534 |
| GUGGENHEIM CAPITAL LLC | +57,941 | +7.3% | 851,503 |
| Penserra Capital Management LLC | +44,345 | +4.0% | 1,161,643 |
| Arax Advisory Partners | +35,333 | +706.7% | 40,333 |
| WEDBUSH SECURITIES INC | +18,471 | +42.9% | 61,574 |
| Rareview Capital LLC | +18,251 | +10.1% | 198,863 |
| CoreCap Advisors, LLC | +10,114 | +2491.1% | 10,520 |
| Equitable Holdings, Inc. | +7,162 | +33.4% | 28,615 |
| BANK OF AMERICA CORP /DE | +6,095 | +1.8% | 348,013 |
| Cetera Investment Advisers | +4,407 | +4.6% | 100,812 |
| OSAIC HOLDINGS, INC. | +4,404 | +17.0% | 30,368 |
| LPL Financial LLC | +4,305 | +2.0% | 217,250 |
| Total Wealth Planning & Management, | +3,584 | +14.0% | 29,238 |
| Cambridge Investment Research Advis | +3,186 | +2.9% | 114,389 |
| Herold Advisors, Inc. | +2,422 | +20.2% | 14,440 |
| Significant Wealth Partners LLC | +2,407 | +1.7% | 143,556 |
| Aviance Capital Partners, LLC | +1,065 | +2.7% | 41,051 |
| Joseph P. Lucia & Associates, LLC | +988 | +1.0% | 100,022 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Shaker Financial Services, LLC | -140,063 | -44.4% | 175,575 |
| WELLS FARGO & COMPANY/MN | -34,686 | -5.9% | 548,460 |
| Invesco Ltd. | -27,220 | -17.8% | 125,904 |
| Corient Private Wealth LP | -18,635 | -60.4% | 12,206 |
| Hennion & Walsh Asset Management, I | -13,848 | -49.7% | 13,992 |
| UBS Group AG | -13,809 | -2.1% | 646,653 |
| Virtus Investment Advisers, LLC | -10,232 | -21.1% | 38,341 |
| Rockefeller Capital Management L.P. | -7,997 | -12.1% | 57,913 |
| Karpus Management, Inc. | -5,759 | -3.4% | 162,934 |
| ENVESTNET ASSET MANAGEMENT INC | -5,702 | -11.1% | 45,520 |
| Capital Investment Advisors, LLC | -4,350 | -3.1% | 135,975 |
| Baird Financial Group, Inc. | -3,994 | -4.8% | 79,150 |
| RAYMOND JAMES FINANCIAL INC | -2,237 | -1.9% | 114,454 |
| NewEdge Advisors, LLC | -1,100 | -2.3% | 47,370 |
| WealthTrust Axiom LLC | -1,064 | -4.8% | 20,889 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -813 | -3.9% | 20,040 |
| PFG Investments, LLC | -795 | -1.8% | 43,469 |
| BNP PARIBAS FINANCIAL MARKETS | -694 | -31.6% | 1,504 |
| ROYAL BANK OF CANADA | -657 | -0.9% | 76,286 |
| HighTower Advisors, LLC | -500 | -3.9% | 12,242 |