Latest Institutional Purchases of Double Line Yield Opportunities Fund (DLY)
This list provides information on the latest institutional transactions involving Double Line Yield Opportunities Fund (DLY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.1K+ 76.44% |
$315K - $337K
|
46.3K
$746K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$196K - $210K
|
12.5K
$202K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$174K - $186K
|
11.1K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6.2K+ 18.27% |
$97.2K - $104K
|
40.1K
$646K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.7K+ 4.1% |
$89.3K - $95.7K
|
145K
$2.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3KNew |
$47K - $50.4K
|
3K
$48.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.57KNew |
$24.6K - $26.4K
|
1.57K
$25.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.11K+ 0.37% |
$17.4K - $18.6K
|
304K
$4.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 4.59% |
$15.7K - $16.8K
|
22.8K
$367K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
726New |
$11.4K - $12.2K
|
726
$11.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
436New |
$6.83K - $7.32K
|
436
$7.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$15.7 - $16.8
|
26
$419
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.8KNew |
$268K - $284K
|
17.8K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.58K+ 50.81% |
$38.8K - $41.2K
|
7.65K
$123K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.94KNew |
$29.2K - $31K
|
1.94K
$31.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$15K - $16K
|
1K
$16.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
100+ 0.73% |
$1.5K - $1.6K
|
13.8K
$222K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
190KNew |
$2.79M - $3.03M
|
190K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.8KNew |
$336K - $364K
|
22.8K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16KNew |
$235K - $255K
|
16K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$153K - $166K
|
10.4K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.3KNew |
$19.1K - $20.7K
|
1.3K
$20.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
385New |
$5.66K - $6.14K
|
385
$6.2K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$2.94K - $3.19K
|
200
$3.22K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 1.47% |
$368 - $399
|
1.73K
$27.9K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
49.3KNew |
$673K - $742K
|
49.3K
$794K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.7KNew |
$570K - $628K
|
41.7K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.5K+ 7.58% |
$430K - $474K
|
447K
$7.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
25.7KNew |
$351K - $387K
|
25.7K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
25.3KNew |
$345K - $381K
|
25.3K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.7KNew |
$242K - $266K
|
17.7K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
17KNew |
$232K - $255K
|
17K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$20.5K - $22.6K
|
1.5K
$24.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
625New |
$8.53K - $9.41K
|
625
$10.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$3.41K - $3.76K
|
250
$4.03K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
175+ 25.0% |
$2.39K - $2.63K
|
875
$14.1K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
91.6KNew |
$1.28M - $1.39M
|
91.6K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24.9KNew |
$350K - $378K
|
24.9K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
24.1KNew |
$338K - $367K
|
24.1K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.3K+ 203.03% |
$327K - $354K
|
34.8K
$561K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1KNew |
$14K - $15.2K
|
1K
$16.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$14K - $15.2K
|
1K
$16.1K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14KNew |
$185K - $208K
|
14K
$225K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
19.2KNew |
$249K - $274K
|
19.2K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.3KNew |
$211K - $232K
|
16.3K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
15KNew |
$194K - $213K
|
15K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.16K+ 7.59% |
$66.8K - $73.5K
|
73.2K
$1.18M
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
43.3KNew |
$584K - $670K
|
43.3K
$697K
|
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
32KNew |
$432K - $496K
|
32K
$516K
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
10K+ 100.0% |
$135K - $155K
|
20K
$322K
|
|