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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.34K- 4.27% |
$35.4K - $39.8K
|
52.4K
$828K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.01KClosed |
$75.8K - $85.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-7.41K- 2.88% |
$112K - $126K
|
250K
$3.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.1K- 11.31% |
$123K - $138K
|
63.6K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-9.41K- 6.31% |
$142K - $160K
|
140K
$2.21M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.49K- 37.95% |
$144K - $162K
|
15.5K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.3K- 6.06% |
$155K - $175K
|
159K
$2.52M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.9K- 59.6% |
$165K - $186K
|
7.41K
$117K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.6KClosed |
$176K - $198K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-15.1KClosed |
$228K - $256K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.1KClosed |
$244K - $275K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-16.2K- 10.23% |
$245K - $276K
|
142K
$2.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-17.3K- 11.59% |
$261K - $294K
|
132K
$2.08M
|
|
|
Jul 28, 2022
Q2 2022
|
R.P. Boggs & Co.
|
SELL
|
- |
-17.7K- 6.17% |
$268K - $301K
|
269K
$4.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.1K- 62.37% |
$319K - $359K
|
12.7K
$201K
|
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-71.5K- 86.92% |
$1.08M - $1.22M
|
10.8K
$170K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-81K- 82.2% |
$1.23M - $1.38M
|
17.5K
$277K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-99.5K- 63.5% |
$1.51M - $1.69M
|
57.2K
$904K
|