LPL Financial LLC - KKR INCOME OPPORTUNITIES FD ownership

KKR INCOME OPPORTUNITIES FD's ticker is KIO and the CUSIP is 48249T106. A total of 57 filers reported holding KKR INCOME OPPORTUNITIES FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of KKR INCOME OPPORTUNITIES FD
ValueSharesWeighting
Q3 2023$1,499,288
+3.1%
125,359
+0.1%
0.00%0.0%
Q2 2023$1,454,424
+0.5%
125,273
-4.9%
0.00%0.0%
Q1 2023$1,446,932
+69.7%
131,779
+70.2%
0.00%0.0%
Q4 2022$852,638
-25.5%
77,442
-22.6%
0.00%0.0%
Q3 2022$1,145,000
+7.6%
100,052
+9.5%
0.00%0.0%
Q2 2022$1,064,000
-16.3%
91,403
+3.8%
0.00%0.0%
Q1 2022$1,271,000
-48.4%
88,091
-39.5%
0.00%
-50.0%
Q4 2021$2,462,000
+15.3%
145,533
+11.6%
0.00%0.0%
Q3 2021$2,136,000
-8.7%
130,399
-7.1%
0.00%0.0%
Q2 2021$2,340,000
+3.4%
140,307
-1.9%
0.00%
-33.3%
Q1 2021$2,262,000
+211.1%
142,971
+183.8%
0.00%
+200.0%
Q4 2020$727,000
+1.5%
50,370
-4.8%
0.00%0.0%
Q3 2020$716,000
+16.2%
52,917
+5.8%
0.00%0.0%
Q2 2020$616,000
-30.7%
50,026
-40.0%
0.00%
-50.0%
Q1 2020$889,000
-43.6%
83,356
-16.6%
0.00%
-33.3%
Q4 2019$1,577,000
+48.2%
99,929
+46.3%
0.00%
+50.0%
Q3 2019$1,064,000
-6.2%
68,305
-5.3%
0.00%0.0%
Q2 2019$1,134,000
+13.1%
72,116
+11.3%
0.00%0.0%
Q1 2019$1,003,000
+134.9%
64,801
+116.2%
0.00%
+100.0%
Q4 2018$427,000
-11.0%
29,975
+2.6%
0.00%0.0%
Q3 2018$480,000
+14.3%
29,221
+15.1%
0.00%0.0%
Q2 2018$420,000
+40.9%
25,385
+35.4%
0.00%0.0%
Q1 2018$298,000
+44.7%
18,755
+46.3%
0.00%0.0%
Q4 2017$206,000
-8.4%
12,817
+2.1%
0.00%0.0%
Q3 2017$225,000
+16.6%
12,550
+13.6%
0.00%0.0%
Q2 2017$193,000
-72.5%
11,050
-73.2%
0.00%
-80.0%
Q1 2017$702,000
+21.5%
41,296
+14.4%
0.01%
+25.0%
Q4 2016$578,000
+36.6%
36,096
+36.2%
0.00%0.0%
Q3 2016$423,000
+13.1%
26,496
+7.4%
0.00%
+33.3%
Q2 2016$374,000
-40.7%
24,680
-44.3%
0.00%
+50.0%
Q1 2016$631,000
+2.9%
44,316
+0.8%
0.00%0.0%
Q4 2015$613,000
+254.3%
43,966
+269.5%
0.00%
+100.0%
Q3 2015$173,000
-16.8%
11,898
-9.5%
0.00%0.0%
Q2 2015$208,000
+0.5%
13,148
+2.7%
0.00%0.0%
Q4 2014$207,000
-1.9%
12,800
+5.8%
0.00%0.0%
Q3 2014$211,00012,1000.00%
Other shareholders
KKR INCOME OPPORTUNITIES FD shareholders Q3 2023
NameSharesValueWeighting ↓
SAGE RHINO CAPITAL LLC 235,852$3,403,0001.34%
Joseph P. Lucia & Associates, LLC 115,444$1,666,0001.16%
Shaker Financial Services, LLC 163,899$2,365,0000.99%
Highlander Capital Management, LLC 64,252$927,0000.52%
Vanguard Capital Wealth Advisors 33,400$481,0000.44%
1776 Wealth LLC 41,261$595,0000.37%
ROBINSON CAPITAL MANAGEMENT, LLC 39,476$571,0000.32%
Summit X, LLC 40,766$587,0000.17%
Virtus ETF Advisers LLC 28,471$411,0000.17%
SIT INVESTMENT ASSOCIATES INC 420,519$6,068,0000.16%
View complete list of KKR INCOME OPPORTUNITIES FD shareholders