KKR Income Opportunities Fund
KIO- Exchange
- NYSE
- SEC CIK
- 0001515940
No open-market purchases or sales by KKR Income Opportunities Fund insiders were filed in the last 90 days; 90 institutions reported holding it in 13F filings for Q2 2026, worth $118.4M in total; no superinvestor holds it.
Q4 2024 vs. Q3 2024
How the institutions holding KKR Income Opportunities Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 59 | 1 | 66 | +8 |
| Shares | 5.01M | 16.7K | 5.33M | +336.2K (+6.7%) |
| Value | $73.9M | $246.3K | $71.3M | −$2.33M (−3.2%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held KKR Income Opportunities Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 29,443 | $394.0K | 0.00% |
| Atala Financial Inc | 23,270 | $311.4K | 0.22% |
| Walleye Capital LLC | 22,483 | $300.8K | 0.00% |
| Raymond James Financial Inc | 20,968 | $280.6K | 0.00% |
| Apollon Wealth Management, LLC | 16,041 | $214.6K | 0.00% |
| Rik Saylor Financial, Inc. | 15,098 | $202.0K | 0.19% |
| Marex Group plc | 10,419 | $139.4K | 0.00% |
| Naviter Wealth, LLC | 10,373 | $138.8K | 0.02% |
| US Bancorp | 1,495 | $20.0K | 0.00% |
| Van Hulzen Asset Management, LLC | 1,200 | $16.1K | 0.00% |
| Transce3nd, LLC | 628 | $8.40K | 0.00% |
| Mountain Hill Investment Partners Corp. | 136 | $1.82K | 0.00% |
| Parvin Asset Management, LLC | 50 | $669 | 0.00% |
| Itau Unibanco Holding S.A. | 752 | – | – |
Sold out (6)
Institutions that held KKR Income Opportunities Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Independent Financial Group, LLC | 17,069 | $251.9K |
| PFG Investments, LLC | 16,895 | $249.4K |
| M Holdings Securities, Inc. | 14,716 | $217.0K |
| Baldwin Brothers Inc | 3,000 | $44.3K |
| Hobbs Group Advisors, LLC | 1,000 | $14.8K |
| Geneos Wealth Management Inc. | 40 | $590 |
Not filed for Q4 2024 yet (1)
Institutions that held KKR Income Opportunities Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 16,684 | $246.3K |