Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di KKR Income Opportunities Fund meliputi Rareview Capital LLC, Ballast, Inc., CI Private Wealth, LLC, Almitas Capital LLC, Jane Street Group, Llc, Mariner, LLC, Herold Advisors, Inc., Noble Wealth Management PBC, Ronald Blue Trust, Inc., Thurston, Springer, Miller, Herd & Titak, Inc., Jones Financial Companies Lllp, EverSource Wealth Advisors, LLC, SRS Capital Advisors, Inc., Steward Partners Investment Advisory, Llc, dan WPG Advisers, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 144 | 2.86 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16,866 | 5.14 | 212 | 7.11 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 82,465 | 7.05 | 1,036 | 9.41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43,468 | 0.08 | 546 | 2.25 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 111,051 | 5.92 | 1,395 | 8.23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131,652 | 50.69 | 1,654 | 54.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 113,008 | 11.89 | 1,419 | 14.34 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 600 | 8 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 340,398 | 5.26 | 4,275 | 7.57 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 15,439 | 1.15 | 194 | 3.21 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,905 | 86.57 | 49 | 96.00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,470 | 18 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 20,650 | 259 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 31,621 | 17.76 | 397 | 20.30 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29,942 | 21.49 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30,841 | 387 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 47,517 | 4.51 | 597 | 6.81 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 75,885 | 0.31 | 953 | 2.58 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 266,159 | 247.62 | 3,342 | 255.05 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 37,779 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 372 | 5 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 48,059 | 25.34 | 604 | 28.03 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 358,576 | 3.04 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 20,851 | 262 | ||||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 83,209 | 18.53 | 986 | 11.29 | ||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 247 | 70.34 | 3 | 200.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 23,994 | 54.48 | 301 | 58.42 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51,448 | 15.55 | 646 | 18.10 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 10,505 | 132 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 39,446 | 0.44 | 495 | 2.70 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,500 | 19 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13,955 | 4.38 | 175 | 6.71 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 111,315 | 12.82 | 1,398 | 15.35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,310 | 16 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,518,336 | 31.55 | 19,070 | 34.44 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 416,151 | 3.11 | 5,227 | 5.36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 240,140 | 6.31 | 3,016 | 8.65 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,250 | 16 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,235 | 16 | ||||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 169,975 | 2,135 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 162 | 2 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 52,089 | 10.74 | 654 | 13.15 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 5,100 | 63 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 108,124 | 17.85 | 1,358 | 20.50 | ||||
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 51,789 | 10.69 | 650 | 13.04 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 35,723 | 18.61 | 449 | 21.08 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 41,236 | 12.10 | 518 | 14.38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,828 | 23 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 354,926 | 1.99 | 4,458 | 4.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 46,214 | 13.48 | 580 | 16.00 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 171,844 | 2,158 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14,388 | 10.25 | 181 | 12.50 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 87,051 | 10.29 | 1,093 | 12.68 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 111,051 | 1,395 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 11,386 | 3.02 | 143 | 5.19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 254,905 | 20.67 | 3,202 | 23.31 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11,993 | 151 | ||||||
| 2025-08-08 | 13F | Creative Planning | 11,861 | 2.56 | 149 | 4.23 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 151 | 2 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 37,269 | 22.30 | 0 |
