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| Keyboard |
| KKR Income Opportunities Fund | |
|---|---|
| Ticker | KIO |
| CIK # | 0001515940 |
| CUSIP | 48249T106 |
| Sector | - |
| Address | 555 California Street 50th Floor, San Francisco, CA 94104 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001515940] | 3 | |
| [0001515940] | 4 | |
| [0001515940] | 8-K | |
| [0001515940] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Morgan Stanley | KKR Income Opportunities Fund | [2026-05-12] | 0.0 |
| Sit Investment Associates Inc | KKR Income Opportunities Fund | [2025-04-02] | 0.0 |
| Minnesota Life Insurance Co /BD | KKR Income Opportunities Fund | [2020-02-12] | 14.0 |
| Voya Financial Inc | KKR Income Opportunities Fund | [2019-10-21] | 34.0 |
| First Trust Portfolios LP | KKR Income Opportunities Fund | [2015-01-09] | 10.49 |
| Morgan Stanley | KKR Income Opportunities Fund | [2014-02-10] | 6.4 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Takao Justin
Common Shares
|
2026-02-04 | Sell | 4,994 | $11.71 | 58,480 |
|
Takao Justin
Common Shares
|
2026-02-04 | Sell | 1,415.98 | $11.65 | 16,496 |
|
Takao Justin
Common Shares
|
2026-02-03 | Sell | 100 | $11.73 | 1,173 |
|
Takao Justin
Common Shares
|
2026-02-03 | Sell | 7,310.15 | $11.71 | 85,602 |
|
Takao Justin
Common Shares
|
2026-02-03 | Sell | 7,397 | $11.72 | 86,693 |
|
Cahill Michael E
Oversubscription Privilege (contingent right to buy) · derivative
|
2023-02-28 | Option exercise | 917 | ||
|
Cahill Michael E
Common Stock
|
2023-02-28 | Option exercise | 917 | ||
|
Lane Jeremiah S
Transferable Subscription Right (right to buy) · derivative
|
2023-02-16 | Option exercise | 2,000 | ||
|
Cahill Michael E
Common Stock
|
2023-02-16 | Option exercise | 1,833 | ||
|
Sheldon Christopher A
Common Stock
|
2023-02-16 | Option exercise | 4,998 | ||
|
Lane Jeremiah S
Common Stock
|
2023-02-16 | Option exercise | 666 | ||
|
Cahill Michael E
Transferable Subscription Right (right to buy) · derivative
|
2023-02-16 | Option exercise | 5,500 | ||
|
Sheldon Christopher A
Transferable Subscription Right (right to buy) · derivative
|
2023-02-16 | Option exercise | 14,994 | ||
|
Donohoe Suzanne
Common Shares
|
2020-03-20 | Buy | 7,251 | $10.47 | 75,918 |
|
Donohoe Suzanne
Common Shares
|
2020-03-20 | Buy | 2,100 | $10.45 | 21,945 |
|
Donohoe Suzanne
Common Shares
|
2020-03-20 | Buy | 200 | $10.42 | 2,084 |
|
Lane Jeremiah S
Common Shares
|
2020-03-19 | Buy | 2,000 | $9.51 | 19,020 |
|
Sheldon Christopher A
Common Shares
|
2018-07-18 | Buy | 14,700 | $16.56 | 243,432 |
|
Sheldon Christopher A
Common Shares
|
2018-07-17 | Buy | 294 | $16.46 | 4,839 |
|
Cahill Michael E
Oversubscription Privilege (contingent right to buy) · derivative
|
2017-11-27 | Option exercise | 833 | ||
| showing 20 of 27 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 94 | 8,847,798 |
| 2025-12-31 | 95 | 8,635,103 |
| 2025-09-30 | 95 | 7,922,468 |
| 2025-06-30 | 96 | 9,035,535 |
| 2025-03-31 | 84 | 9,668,040 |
| 2024-12-31 | 67 | 4,898,942 |
| 2024-09-30 | 60 | 4,605,414 |
| 2024-06-30 | 53 | 4,884,100 |
| 2024-03-31 | 54 | 7,883,383 |
| 2023-12-31 | 57 | 7,172,475 |
| 2023-09-30 | 58 | 5,912,240 |
| 2023-06-30 | 58 | 6,147,840 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Shaker Financial Services LLC | [2026-06-30] | SOLE | 175,575 | 175,575 |
| Significant Wealth Partners LLC | [2026-06-30] | SOLE | 0 | 143,556 |
| Uncommon Cents Investing LLC | [2026-06-30] | SOLE | 0 | 32,785 |
| Wealth Enhancement Advisory Services LLC | [2026-06-30] | SOLE | 0 | 20,040 |
| Seacrest Wealth Management LLC | [2026-06-30] | SOLE | 0 | 15,682 |
| Hennion & Walsh Asset Management Inc | [2026-06-30] | SOLE | 13,992 | 13,992 |
| Graves Light Lenhart Wealth Inc | [2026-06-30] | SOLE | 0 | 13,728 |
| Corecap Advisors LLC | [2026-06-30] | SOLE | 0 | 10,520 |
| B Riley Wealth Advisors Inc | [2026-06-30] | SOLE | 10,148 | 10,148 |
| Noble Wealth Management PBC | [2026-06-30] | SOLE | 800 | 800 |
| Highline Wealth Partners LLC | [2026-06-30] | SOLE | 250 | 250 |
| Mountain Hill Investment Partners Corp | [2026-06-30] | SOLE | 0 | 163 |
| JFS Wealth Advisors LLC | [2026-06-30] | SOLE | 0 | 93 | Prev | Page 1 | Next |