Latest Institutional Purchases of Double Line Opportunistic Credit Fund (DBL)
This list provides information on the latest institutional transactions involving Double Line Opportunistic Credit Fund (DBL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
319+ 1.82% |
$4.95K - $5.06K
|
17.8K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
300New |
$4.65K - $4.76K
|
300
$4.61K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 2.24% |
$186 - $190
|
547
$8.4K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
23.9KNew |
$363K - $380K
|
23.9K
$367K
|
|
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$210K - $220K
|
13.9K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10.8KNew |
$164K - $172K
|
10.8K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3KNew |
$157K - $164K
|
10.3K
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.04KNew |
$30.9K - $32.3K
|
2.04K
$31.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$30.3K - $31.8K
|
2K
$30.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
396New |
$6.01K - $6.29K
|
396
$6.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200New |
$3.03K - $3.18K
|
200
$3.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
89+ 2.14% |
$1.35K - $1.41K
|
4.25K
$65.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79+ 2.16% |
$1.2K - $1.26K
|
3.74K
$57.4K
|
|
| Q3 2024 | |||||||
|
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
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.18K+ 1.16% |
$18.1K - $19K
|
103K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$7.66K - $8.06K
|
500
$7.68K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.87% |
$1.24K - $1.31K
|
9.41K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1New |
$15.3 - $16.1
|
1
$15.4
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.6K+ 256.27% |
$405K - $425K
|
38.4K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.2KNew |
$238K - $249K
|
16.2K
$249K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.8KNew |
$193K - $199K
|
12.8K
$197K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1K+ 9.55% |
$15.1K - $15.5K
|
11.5K
$176K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1KNew |
$15.1K - $15.5K
|
1K
$15.4K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
495+ 10.76% |
$7.45K - $7.68K
|
5.1K
$78.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
126+ 0.81% |
$1.9K - $1.95K
|
15.6K
$240K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
13.8KNew |
$192K - $215K
|
13.8K
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6KNew |
$161K - $181K
|
11.6K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$34.7K - $38.8K
|
2.5K
$38.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
220New |
$3.05K - $3.42K
|
220
$3.38K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 2.32% |
$222 - $248
|
705
$10.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95KNew |
$41.7K - $44K
|
2.95K
$45.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2K+ 16.26% |
$28.2K - $29.8K
|
14.3K
$220K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 1.32% |
$14.1 - $14.9
|
77
$1.18K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37+ 0.24% |
$525 - $558
|
15.6K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1New |
$14.2 - $15.1
|
1
$15.4
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.97KNew |
$98K - $109K
|
6.97K
$107K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.4KNew |
$33.2K - $36K
|
2.4K
$36.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.73KNew |
$23.9K - $25.9K
|
1.73K
$26.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
47New |
$651 - $705
|
47
$721
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.03K+ 6.17% |
$28.6K - $33K
|
34.9K
$535K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
146New |
$2.06K - $2.38K
|
146
$2.24K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.24% |
$42.4 - $48.8
|
244
$3.75K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
30.9K+ 23.93% |
$468K - $526K
|
160K
$2.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.3KNew |
$231K - $260K
|
15.3K
$234K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$223K - $251K
|
14.8K
$226K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.46KNew |
$67.4K - $75.9K
|
4.46K
$68.4K
|
|