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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 1.47% |
$368 - $399
|
1.73K
$25.3K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
49.3KNew |
$673K - $742K
|
49.3K
$722K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.7KNew |
$570K - $628K
|
41.7K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.5K+ 7.58% |
$430K - $474K
|
447K
$6.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
25.7KNew |
$351K - $387K
|
25.7K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
25.3KNew |
$345K - $381K
|
25.3K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.7KNew |
$242K - $266K
|
17.7K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
17KNew |
$232K - $255K
|
17K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$20.5K - $22.6K
|
1.5K
$22K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
625New |
$8.53K - $9.41K
|
625
$9.15K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$3.41K - $3.76K
|
250
$3.66K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
175+ 25.0% |
$2.39K - $2.63K
|
875
$12.8K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
91.6KNew |
$1.28M - $1.39M
|
91.6K
$1.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24.9KNew |
$350K - $378K
|
24.9K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
24.1KNew |
$338K - $367K
|
24.1K
$353K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1KNew |
$14K - $15.2K
|
1K
$14.6K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14KNew |
$185K - $208K
|
14K
$205K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
19.2KNew |
$249K - $274K
|
19.2K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
15KNew |
$194K - $213K
|
15K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.16K+ 7.59% |
$66.8K - $73.5K
|
73.2K
$1.07M
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
43.3KNew |
$584K - $670K
|
43.3K
$634K
|
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
32KNew |
$432K - $496K
|
32K
$469K
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
10K+ 100.0% |
$135K - $155K
|
20K
$293K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5KNew |
$67.5K - $77.5K
|
5K
$73.2K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
46.7KNew |
$653K - $813K
|
46.7K
$684K
|
|
|
Aug 15, 2022
Q2 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13KNew |
$182K - $226K
|
13K
$190K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.9KNew |
$166K - $206K
|
11.9K
$173K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
3.01KNew |
$42.2K - $52.5K
|
3.01K
$44.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
824New |
$11.5K - $14.4K
|
824
$12.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
450New |
$6.3K - $7.84K
|
450
$6.59K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
351New |
$4.91K - $6.11K
|
351
$5.14K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
150New |
$2.1K - $2.61K
|
150
$2.2K
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1KNew |
$16.3K - $18.8K
|
1K
$14.6K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
300New |
$4.9K - $5.63K
|
300
$4.39K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
15New |
$245 - $281
|
15
$220
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
132K+ 195.57% |
$2.38M - $2.62M
|
200K
$2.93M
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
500New |
$9.49K - $10.1K
|
500
$7.32K
|
|
| Q1 2021 | |||||||
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.5KNew |
$46.7K - $49K
|
2.5K
$36.6K
|
|
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
905+ 1.31% |
$16.9K - $17.7K
|
70.2K
$1.03M
|
|