Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i KKR Income Opportunities Fund inkluderar 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, och WPG Advisers, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
