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 8.63 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
10,937
shares
|
$171,492
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
10,800
shares
|
$169,344
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
10,566
shares
|
$165,674
0.04% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
10,339
shares
|
$162,115
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,404
shares
|
$147,454
0.01% of portfolio
|
Q2 2020
Reduced 0.72%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,095
shares
|
$79,889
0.03% of portfolio
|
Q1 2024
Added 10.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,757
shares
|
$74,589
0.0% of portfolio
|
Q4 2024
Reduced 81.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,250
shares
|
$66,640
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
3,981
shares
|
$62,422
0.01% of portfolio
|
Q4 2024
Reduced 67.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,740
shares
|
$58,643
0.0% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,205
shares
|
$34,574
0.0% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,035
shares
|
$31,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$31,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
1,882
shares
|
$29,509
0.01% of portfolio
|
Q4 2024
Added 150.93%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,800
shares
|
$28,224
0.0% of portfolio
|
Q4 2024
Reduced 27.57%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,059
shares
|
$16,605
0.0% of portfolio
|
Q4 2023
Reduced 53.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$15,680
0.0% of portfolio
|
Q1 2020
Reduced 64.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
535
shares
|
$8,388
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
500
shares
|
$7,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
444
shares
|
$6,961
0.0% of portfolio
|
Q4 2024
Reduced 49.6%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
396
shares
|
$6,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$3,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
156
shares
|
$2,446
0.0% of portfolio
|
Q1 2024
Reduced 92.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
112
shares
|
$1,756
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
77
shares
|
$1,207
0.0% of portfolio
|
Q4 2024
Reduced 66.52%
|