Institutional Ownership Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 8.69 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
2,941,083
shares
|
$45.8 Million
1.03% of portfolio
|
Q4 2024
Added 6.95%
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
576,381
shares
|
$8.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
543,788
shares
|
$8.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.76%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
448,057
shares
|
$6.98 Million
0.24% of portfolio
|
Q4 2024
Added 3.78%
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
373,236
shares
|
$5.82 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
283,066
shares
|
$4.41 Million
0.3% of portfolio
|
Q2 2024
Reduced 29.98%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
263,788
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Added 34.99%
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
256,974
shares
|
$4 Million
1.02% of portfolio
|
Q1 2025
Added 2.1%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
233,205
shares
|
$3.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
221,272
shares
|
$3.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
182,588
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Added 17.11%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
176,095
shares
|
$2.74 Million
0.0% of portfolio
|
Q4 2024
Added 6.24%
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
161,052
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Added 56.9%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
148,497
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Added 38.82%
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
146,240
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 17.69%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
142,500
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Added 6.98%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
138,565
shares
|
$2.16 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
136,960
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
110,583
shares
|
$1.72 Million
0.68% of portfolio
|
Q4 2024
Reduced 19.0%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,894
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
Arch Point Investors
Coral Gables, FL |
Feb 13, 2025 Q4 2024 |
102,219
shares
|
$1.59 Million
0.54% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
89,968
shares
|
$1.4 Million
0.21% of portfolio
|
Q1 2025
Added 8.73%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
87,336
shares
|
$1.36 Million
0.13% of portfolio
|
Q4 2024
Added 0.81%
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
84,248
shares
|
$1.31 Million
0.28% of portfolio
|
Q1 2025
Added 1.13%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
68,326
shares
|
$1.06 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.48%
|