Shaker Financial Services, LLC Double Line Yield Opportunities Fund Transaction History

Shaker Financial Services, LLC

  • $301 Million
  • Q4 2025

A detailed history of Shaker Financial Services, LLC transactions in Double Line Yield Opportunities Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 185,781 shares of DLY stock, worth $2.72 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
185,781
Previous 294,710 36.96%
Holding current value
$2.72 Million
Previous $4.44 Million 38.82%
% of portfolio
0.9%
Previous 1.58%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$14.63 - $15.2 $1.59 Million - $1.66 Million
-108,929 Reduced 36.96%
185,781 $2.72 Million
Q3 2025

Oct 22, 2025
BUY
$15.08 - $15.65 $3.19 Million - $3.31 Million
211,297 Added 253.31%
294,710 $4.44 Million
Q2 2025

Aug 05, 2025
BUY
$14.45 - $16.11 $1.21 Million - $1.34 Million
83,413 New
83,413 $1.3 Million
Q4 2024

Feb 13, 2025
BUY
$15.64 - $16.56 $326,625 - $345,839
20,884 New
20,884 $330,000
Q2 2024

Aug 02, 2024
BUY
$15.04 - $15.97 $27,538 - $29,241
1,831 Added 15.78%
13,431 $211,000
Q1 2024

May 13, 2024
BUY
$14.7 - $15.94 $170,520 - $184,904
11,600 New
11,600 $184,000
Q3 2022

Nov 09, 2022
SELL
$13.49 - $15.49 $179,659 - $206,295
-13,318 Reduced 26.02%
37,859 $511,000
Q2 2022

Aug 01, 2022
BUY
$13.99 - $17.42 $82,009 - $102,116
5,862 Added 12.94%
51,177 $734,000
Q1 2022

May 06, 2022
SELL
$16.32 - $18.75 $814,890 - $936,225
-49,932 Reduced 52.42%
45,315 $759,000
Q4 2021

Feb 07, 2022
BUY
$18.02 - $19.81 $1.72 Million - $1.89 Million
95,247 New
95,247 $1.78 Million

Others Institutions Holding DLY

# of Institutions
99
Shares Held
11.2M
Call Options Held
0
Put Options Held
0
View Full List

About DoubleLine Yield Opportunities Fund

DLY Quotes by TradingView
  • Ticker DLY
  • Exchange NYSE
  • Sector N/A
  • Industry N/A
More about DLY
Track This Portfolio

Track Shaker Financial Services, LLC Portfolio

Follow Shaker Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shaker Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shaker Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email