Purchases and Sales Made in Q1 2024 in Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q1 2024. The information is specifically focused on institutions that hold shares of DoubleLine Yield Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-517- 3.67% |
$7.6K - $8.24K
|
13.6K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.2K- 0.62% |
$17.6K - $19.1K
|
191K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.36K- 0.93% |
$20.1K - $21.7K
|
145K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.4K- 0.85% |
$20.5K - $22.3K
|
163K
$2.64M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.8K- 11.25% |
$26.5K - $28.7K
|
14.2K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.7K- 14.27% |
$39.7K - $43K
|
16.2K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.86K- 2.62% |
$86.1K - $93.3K
|
217K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.59K- 14.82% |
$96.9K - $105K
|
37.9K
$615K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.6K- 23.24% |
$97K - $105K
|
21.8K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.08K- 9.45% |
$119K - $129K
|
77.4K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-9.5K- 23.11% |
$140K - $151K
|
31.6K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.3K- 22.75% |
$196K - $213K
|
45.3K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.9K- 13.71% |
$366K - $397K
|
157K
$2.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.6K- 58.92% |
$435K - $472K
|
20.6K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-30.3K- 4.76% |
$445K - $483K
|
606K
$9.84M
|
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-46.8K- 61.1% |
$688K - $746K
|
29.8K
$484K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-95.2K- 4.42% |
$1.4M - $1.52M
|
2.06M
$33.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-115K- 61.49% |
$1.69M - $1.83M
|
72K
$1.17M
|