KKR Income Opportunities Fund - Common Shares (KIO)
CUSIP: 48249T106
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / Common Shares
- Shares outstanding
- 40,992,286
- Total 13F shares
- 5,320,429
- Share change
- +281,973
- Total reported value
- $71,186,731
- Price per share
- $13.38
- Number of holders
- 63
- Value change
- +$3,723,826
- Number of buys
- 28
- Number of sells
- 21
Quarterly Holders Quick Answers
What is CUSIP 48249T106?
CUSIP 48249T106 identifies KIO - KKR Income Opportunities Fund - Common Shares in SEC institutional holdings data.
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These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
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- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 48249T106:
Top shareholders of KIO - KKR Income Opportunities Fund - Common Shares (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
2.3%
|
944,992
|
$13,948,105 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
1.5%
|
598,259
|
$8,830,303 | — | 30 Sep 2024 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
1.3%
|
530,975
|
$7,837,191 | — | 30 Sep 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
1%
|
408,655
|
$6,031,748 | — | 30 Sep 2024 | |
| Penserra Capital Management LLC |
13F
|
Company |
0.87%
|
357,306
|
$5,273,000 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.68%
|
279,358
|
$4,123,331 | — | 30 Sep 2024 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.44%
|
178,348
|
$2,632,419 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.38%
|
157,365
|
$2,322,707 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.31%
|
125,691
|
$1,855,201 | — | 30 Sep 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.28%
|
114,995
|
$1,697,000 | — | 30 Sep 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.26%
|
108,342
|
$1,599,131 | — | 30 Sep 2024 | |
| Joseph P. Lucia & Associates, LLC |
13F
|
Company |
0.24%
|
99,447
|
$1,467,838 | — | 30 Sep 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.2%
|
80,992
|
$1,195,444 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.19%
|
76,578
|
$1,131,000 | — | 30 Sep 2024 | |
| Summit X, LLC |
13F
|
Company |
0.19%
|
76,515
|
$1,048,256 | — | 30 Sep 2024 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.16%
|
64,834
|
$956,950 | — | 30 Sep 2024 | |
| Carnegie Lake Advisors LLC |
13F
|
Company |
0.12%
|
50,023
|
$738,000 | — | 30 Sep 2024 | |
| Bramshill Investments, LLC |
13F
|
Company |
0.12%
|
49,516
|
$730,856 | — | 30 Sep 2024 | |
| VIRTUS ADVISERS, LLC |
13F
|
Company |
0.12%
|
48,056
|
$709,307 | — | 30 Sep 2024 | |
| Kovack Advisors, Inc. |
13F
|
Company |
0.11%
|
46,745
|
$689,956 | — | 30 Sep 2024 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.1%
|
42,255
|
$623,688 | — | 30 Sep 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.1%
|
39,737
|
$586,518 | — | 30 Sep 2024 | |
| COMERICA BANK |
13F
|
Company |
0.09%
|
37,884
|
$559,166 | — | 30 Sep 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.09%
|
36,371
|
$536,842 | — | 30 Sep 2024 | |
| Vanguard Capital Wealth Advisors |
13F
|
Company |
0.09%
|
35,000
|
$516,600 | — | 30 Sep 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.08%
|
34,034
|
$502,298 | — | 30 Sep 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.07%
|
30,360
|
$448,000 | — | 30 Sep 2024 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.06%
|
25,852
|
$381,576 | — | 30 Sep 2024 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
0.06%
|
23,532
|
$347,332 | — | 30 Sep 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.05%
|
21,921
|
$324,000 | — | 30 Sep 2024 | |
| Gator Capital Management, LLC |
13F
|
Company |
0.05%
|
19,693
|
$290,669 | — | 30 Sep 2024 | |
| Cresset Asset Management, LLC |
13F
|
Company |
0.05%
|
18,660
|
$275,422 | — | 30 Sep 2024 | |
| PFG Investments, LLC |
13F
|
Company |
0.04%
|
16,895
|
$249,367 | — | 30 Sep 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.04%
|
16,684
|
$246,261 | — | 30 Sep 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
0.04%
|
16,621
|
$245,321 | — | 30 Sep 2024 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.04%
|
15,804
|
$233,267 | — | 30 Sep 2024 | |
| Verity Asset Management, Inc. |
13F
|
Company |
0.04%
|
15,030
|
$221,843 | — | 30 Sep 2024 | |
| M Holdings Securities, Inc. |
13F
|
Company |
0.04%
|
14,716
|
$217,000 | — | 30 Sep 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.03%
|
14,152
|
$209,000 | — | 30 Sep 2024 | |
| Graves Light Lenhart Wealth, Inc. |
13F
|
Company |
0.03%
|
13,728
|
$202,625 | — | 30 Sep 2024 | |
| Concurrent Investment Advisors, LLC |
13F
|
Company |
0.03%
|
13,370
|
$197,341 | — | 30 Sep 2024 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.03%
|
13,235
|
$195,350 | — | 30 Sep 2024 | |
| 1776 Wealth LLC |
13F
|
Company |
0.03%
|
13,144
|
$194,005 | — | 30 Sep 2024 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.03%
|
13,000
|
$191,880 | — | 30 Sep 2024 | |
| Laird Norton Wetherby Wealth Management, LLC |
13F
|
Company |
0.03%
|
12,996
|
$191,821 | — | 30 Sep 2024 | |
| Plotkin Financial Advisors, LLC |
13F
|
Company |
0.03%
|
12,938
|
$190,965 | — | 30 Sep 2024 | |
| Creative Planning |
13F
|
Company |
0.03%
|
12,326
|
$181,932 | — | 30 Sep 2024 | |
| CoreCap Advisors, LLC |
13F
|
Company |
0.02%
|
8,600
|
$126,936 | — | 30 Sep 2024 | |
| BALDWIN WEALTH PARTNERS LLC/MA |
13F
|
Company |
0.01%
|
3,000
|
$44,280 | — | 30 Sep 2024 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.01%
|
2,687
|
$39,660 | — | 30 Sep 2024 |
Institutional Holders of KKR Income Opportunities Fund - Common Shares (KIO) as of Q4 2024
As of 31 Dec 2024,
KKR Income Opportunities Fund - Common Shares (KIO) was held by
63 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,320,429 shares.
The largest 10 holders included
MORGAN STANLEY, UBS Group AG, GUGGENHEIM CAPITAL LLC, Penserra Capital Management LLC, Advisors Asset Management, Inc., BANK OF AMERICA CORP /DE/, STIFEL FINANCIAL CORP, Capital Investment Advisors, LLC, WELLS FARGO & COMPANY/MN, and Invesco Ltd..
This page lists
64
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
58
Q4 2024 holders
63
Holder diff
5
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.