Ironwood Financial, LLC Double Line Opportunistic Credit Fund Transaction History

Ironwood Financial, LLC

$475 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$18.71 - $19.93 $6,249 - $6,656	-334 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$19.47 - $20.25 $3,232 - $3,361	-166 Reduced 33.2%	334 $7,000
Q2 2017 Aug 09, 2017	BUY	N/A	500	500 $13,000

Others Institutions Holding DBL

# of Institutions

67

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

2.75M
Shares

$42.5 Million
0.97% of portfolio
International Assets Investment Management, LLC Orlando, FL

2.3M
Shares

$35.5 Million
0.4% of portfolio
Morgan Stanley New York, NY

834K
Shares

$12.9 Million
0.0% of portfolio
Ubs Group Ag

582K
Shares

$8.99 Million
0.0% of portfolio
Evergreen Capital Management LLC Bellevue, WA

432K
Shares

$6.67 Million
0.25% of portfolio

About DoubleLine Opportunistic Credit Fund

Ticker DBL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
DoubleLine Opportunistic Credit Fund is a close-ended fixed income mutual fund launched and managed by DoubleLine Capital LP. The fund invests in the fixed income markets. It invests in debt securities including residential and commercial mortgage-backed securities, asset-backed securities, U.S Government securities, corporate debt, internationa...

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