Purchases and Sales Made in Q2 2022 in Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q2 2022. The information is specifically focused on institutions that hold shares of DoubleLine Opportunistic Credit Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 43.62% |
$2.17M - $2.45M
|
473K
$7.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 43.62% |
$2.17M - $2.45M
|
473K
$7.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
85.1K+ 3.77% |
$1.29M - $1.45M
|
2.34M
$37M
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
30.9K+ 23.93% |
$468K - $526K
|
160K
$2.53M
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
27.2K+ 35.74% |
$411K - $463K
|
103K
$1.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
21.6KNew |
$327K - $368K
|
21.6K
$341K
|
|
|
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
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
10.5KNew |
$158K - $178K
|
10.5K
$166K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
7.06K+ 3.06% |
$107K - $120K
|
238K
$3.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.44K+ 4.98% |
$97.4K - $110K
|
136K
$2.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5.82K+ 23.59% |
$88.1K - $99.2K
|
30.5K
$483K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.01KNew |
$75.8K - $85.4K
|
5.01K
$79.3K
|
|
|
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
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.35K+ 6.73% |
$50.7K - $57.1K
|
53.1K
$841K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.07K+ 4.6% |
$46.5K - $52.3K
|
69.9K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.46K+ 3.34% |
$37.2K - $41.8K
|
75.9K
$1.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.33KNew |
$35.3K - $39.7K
|
2.33K
$36.9K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.17K+ 3.01% |
$32.8K - $36.9K
|
74.2K
$1.17M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.9KNew |
$28.8K - $32.4K
|
1.9K
$30.1K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.9K+ 5.11% |
$28.7K - $32.4K
|
39.1K
$618K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.81K+ 2.94% |
$27.3K - $30.8K
|
63.2K
$999K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36K+ 46.51% |
$20.6K - $23.1K
|
4.28K
$67.7K
|
|
|
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
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
946+ 6.56% |
$14.3K - $16.1K
|
15.4K
$243K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$7.57K - $8.52K
|
500
$7.91K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$7.57K - $8.52K
|
500
$7.91K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
338+ 1.04% |
$5.11K - $5.76K
|
32.8K
$519K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
199+ 2.03% |
$3.01K - $3.39K
|
9.98K
$158K
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
127+ 0.83% |
$1.92K - $2.16K
|
15.4K
$244K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
68+ 2.03% |
$1.03K - $1.16K
|
3.41K
$53.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31+ 0.19% |
$469 - $528
|
16.4K
$260K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 2.12% |
$75.7 - $85.2
|
241
$3.81K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
3+ 1.08% |
$45.4 - $51.1
|
280
$4.43K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3New |
$45.4 - $51.1
|
3
$47.5
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 1.69% |
$30.3 - $34.1
|
120
$1.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12- 0.13% |
$182 - $204
|
9.39K
$149K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-51- 0.42% |
$772 - $869
|
12K
$190K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-325Closed |
$4.92K - $5.53K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-376- 0.82% |
$5.69K - $6.4K
|
45.7K
$724K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-571- 5.83% |
$8.64K - $9.72K
|
9.23K
$146K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-639Closed |
$9.67K - $10.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-683- 0.69% |
$10.3K - $11.6K
|
97.7K
$1.55M
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1KClosed |
$15.1K - $17K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.5K- 4.21% |
$22.7K - $25.5K
|
34.1K
$540K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.82K- 11.29% |
$27.5K - $31K
|
14.3K
$226K
|
|
|
Jul 18, 2022
Q2 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-2.28K- 10.78% |
$34.6K - $38.9K
|
18.9K
$299K
|