Latest Institutional Transactions on Double Line Opportunistic Credit Fund (DBL)
This table provides information on the latest institutional transactions involving Double Line Opportunistic Credit Fund (DBL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
105KNew |
$1.59M - $1.67M
|
105K
$1.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400New |
$6.04K - $6.35K
|
400
$6.14K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.3K+ 23.83% |
$171K - $180K
|
58.8K
$902K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.73K+ 1.64% |
$26.1K - $27.5K
|
107K
$1.65M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.8K+ 15.59% |
$525K - $548K
|
258K
$3.96M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.2KNew |
$63.4K - $66.1K
|
4.2K
$64.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 1.99% |
$136 - $142
|
462
$7.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
732+ 6.23% |
$11.1K - $11.5K
|
12.5K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
28.5KNew |
$431K - $449K
|
28.5K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.8KNew |
$163K - $170K
|
10.8K
$166K
|
|
|
Aug 13, 2025
Q2 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.26K- 1.23% |
$19K - $19.8K
|
101K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.1KNew |
$153K - $159K
|
10.1K
$155K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 4.46% |
$75.5 - $78.8
|
117
$1.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.53K+ 507.9% |
$83.4K - $87K
|
6.61K
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98K+ 1.43% |
$29.9K - $31.2K
|
141K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.23K+ 11.94% |
$18.6K - $19.4K
|
11.5K
$177K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-301K- 32.12% |
$4.55M - $4.75M
|
637K
$9.78M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
319+ 1.82% |
$4.95K - $5.06K
|
17.8K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-578- 26.21% |
$8.96K - $9.16K
|
1.63K
$25K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-747- 3.0% |
$11.6K - $11.8K
|
24.1K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 2.24% |
$186 - $190
|
547
$8.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
300New |
$4.65K - $4.76K
|
300
$4.61K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 41.12% |
$18K - $18.4K
|
3.98K
$61.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
426New |
$6.61K - $6.75K
|
426
$6.54K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$210K - $220K
|
13.9K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7KNew |
$223K - $233K
|
14.7K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.6KNew |
$221K - $232K
|
14.6K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$30.3K - $31.8K
|
2K
$30.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.04KNew |
$30.9K - $32.3K
|
2.04K
$31.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79+ 2.16% |
$1.2K - $1.26K
|
3.74K
$57.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
89+ 2.14% |
$1.35K - $1.41K
|
4.25K
$65.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200New |
$3.03K - $3.18K
|
200
$3.07K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3K- 12.98% |
$45.5K - $47.7K
|
20.1K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3KNew |
$157K - $164K
|
10.3K
$159K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-153- 66.52% |
$2.32K - $2.43K
|
77
$1.18K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
23.9KNew |
$363K - $380K
|
23.9K
$367K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-685- 27.57% |
$10.4K - $10.9K
|
1.8K
$27.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10.8KNew |
$164K - $172K
|
10.8K
$166K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
396New |
$6.01K - $6.29K
|
396
$6.08K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-300- 2.58% |
$4.6K - $4.84K
|
11.3K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-900- 5.93% |
$13.8K - $14.5K
|
14.3K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1New |
$15.3 - $16.1
|
1
$15.4
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.87% |
$1.24K - $1.31K
|
9.41K
$144K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$7.66K - $8.06K
|
500
$7.68K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.4KNew |
$175K - $185K
|
11.4K
$176K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.34K- 54.95% |
$20.5K - $21.6K
|
1.1K
$16.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.18K+ 1.16% |
$18.1K - $19K
|
103K
$1.58M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.2KNew |
$238K - $249K
|
16.2K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-121K- 29.98% |
$1.77M - $1.86M
|
283K
$4.35M
|
|