Purchases and Sales Made in Q3 2025 in Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q3 2025. 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 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
2.19M+ 5475.77% |
$33.1M - $34.8M
|
2.23M
$34.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
204K+ 86.29% |
$3.07M - $3.23M
|
439K
$6.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
166KNew |
$2.51M - $2.64M
|
166K
$2.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
134K+ 114.65% |
$2.03M - $2.13M
|
252K
$3.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
131K+ 3.99% |
$1.97M - $2.07M
|
3.4M
$52.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
105KNew |
$1.59M - $1.67M
|
105K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
63.7K+ 73.17% |
$961K - $1.01M
|
151K
$2.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.8K+ 16.62% |
$676K - $711K
|
314K
$4.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
30.6K+ 22.94% |
$462K - $486K
|
164K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.3K+ 6.62% |
$276K - $291K
|
294K
$4.52M
|
|
|
Nov 10, 2025
Q3 2025
|
R.P. Boggs & Co.
|
BUY
|
- |
13.9K+ 5.96% |
$210K - $221K
|
247K
$3.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5KNew |
$188K - $198K
|
12.5K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9KNew |
$180K - $189K
|
11.9K
$183K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.8K+ 2.35% |
$178K - $187K
|
512K
$7.86M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.3K+ 23.83% |
$171K - $180K
|
58.8K
$902K
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
10.5KNew |
$158K - $166K
|
10.5K
$160K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.87K+ 1.81% |
$58.5K - $61.5K
|
218K
$3.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.32K+ 1.18% |
$50.2K - $52.8K
|
285K
$4.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
3.32K+ 13.16% |
$50.1K - $52.7K
|
28.5K
$438K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.39K+ 16.65% |
$36K - $37.9K
|
16.7K
$257K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.73K+ 1.64% |
$26.1K - $27.5K
|
107K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.54K+ 7.05% |
$23.3K - $24.5K
|
23.4K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 3.82% |
$18.5K - $19.4K
|
33.2K
$510K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.2K+ 1.34% |
$18.1K - $19K
|
90.2K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.13K+ 4.04% |
$17K - $17.9K
|
29K
$446K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
980+ 1.12% |
$14.8K - $15.6K
|
88.3K
$1.36M
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
760New |
$11.5K - $12.1K
|
760
$11.7K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
750+ 7.25% |
$11.3K - $11.9K
|
11.1K
$170K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
519+ 0.09% |
$7.84K - $8.24K
|
575K
$8.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400New |
$6.04K - $6.35K
|
400
$6.14K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
300+ 1.12% |
$4.53K - $4.76K
|
27K
$415K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
236+ 15.63% |
$3.56K - $3.75K
|
1.75K
$26.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
174+ 1.6% |
$2.63K - $2.76K
|
11.1K
$170K
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
118+ 0.97% |
$1.78K - $1.87K
|
12.3K
$189K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$1.13K - $1.19K
|
75
$1.15K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73+ 0.29% |
$1.1K - $1.16K
|
25.6K
$393K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
40+ 0.99% |
$604 - $635
|
4.1K
$62.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30+ 1.05% |
$453 - $476
|
2.89K
$44.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
25+ 0.09% |
$378 - $397
|
28.3K
$434K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
17+ 0.12% |
$257 - $270
|
14.1K
$216K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.53K- 9.4% |
$23.1K - $24.3K
|
14.8K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.6K- 5.95% |
$24.1K - $25.3K
|
25.2K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.84K- 1.24% |
$27.8K - $29.2K
|
147K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.88K- 1.11% |
$28.4K - $29.9K
|
168K
$2.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2K- 0.5% |
$30.2K - $31.7K
|
397K
$6.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-2.38K- 4.75% |
$36K - $37.8K
|
47.8K
$733K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.43K- 1.26% |
$36.7K - $38.6K
|
190K
$2.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.49K- 13.63% |
$37.6K - $39.6K
|
15.8K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.06K- 1.19% |
$46.3K - $48.6K
|
255K
$3.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.6K- 67.86% |
$175K - $184K
|
5.49K
$84.2K
|
|