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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
220New |
$3.05K - $3.42K
|
220
$3.48K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 2.32% |
$222 - $248
|
705
$11.2K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
34.6K+ 66.42% |
$488K - $515K
|
86.6K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95KNew |
$41.7K - $44K
|
2.95K
$46.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2K+ 16.26% |
$28.2K - $29.8K
|
14.3K
$226K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
426New |
$6.02K - $6.35K
|
426
$6.74K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 1.32% |
$14.1 - $14.9
|
77
$1.22K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37+ 0.24% |
$525 - $558
|
15.6K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1New |
$14.2 - $15.1
|
1
$15.8
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.97KNew |
$98K - $109K
|
6.97K
$110K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.8KNew |
$39.3K - $43.5K
|
2.8K
$44.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.79KNew |
$25.1K - $27.8K
|
1.79K
$28.3K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.4KNew |
$33.2K - $36K
|
2.4K
$38K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.73KNew |
$23.9K - $25.9K
|
1.73K
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
47New |
$651 - $705
|
47
$744
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.03K+ 6.17% |
$28.6K - $33K
|
34.9K
$551K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
146New |
$2.06K - $2.38K
|
146
$2.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.24% |
$42.4 - $48.8
|
244
$3.86K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
30.9K+ 23.93% |
$468K - $526K
|
160K
$2.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.3KNew |
$231K - $260K
|
15.3K
$242K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$223K - $251K
|
14.8K
$233K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.46KNew |
$67.4K - $75.9K
|
4.46K
$70.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
3.5KNew |
$53K - $59.6K
|
3.5K
$55.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.33KNew |
$35.3K - $39.7K
|
2.33K
$36.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.07KNew |
$16.2K - $18.2K
|
1.07K
$16.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
970+ 293.94% |
$14.7K - $16.5K
|
1.3K
$20.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$7.57K - $8.52K
|
500
$7.91K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3New |
$45.4 - $51.1
|
3
$47.5
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5K+ 27.33% |
$81.3K - $96.3K
|
23.3K
$369K
|
|
| Q3 2021 | |||||||
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
12KNew |
$234K - $240K
|
12K
$189K
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
378New |
$7.68K - $7.99K
|
378
$5.98K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.38KNew |
$106K - $113K
|
5.38K
$85K
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.5% |
$39.6 - $41.9
|
402
$6.36K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.3KNew |
$208K - $218K
|
10.3K
$162K
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 37.67% |
$116K - $122K
|
20.6K
$326K
|
|