Purchases and Sales Made in Q2 2024 in Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.7K- 16.9% |
$312K - $331K
|
102K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.7K- 2.69% |
$357K - $379K
|
858K
$13.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24K- 14.73% |
$361K - $383K
|
139K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-26.9K- 37.33% |
$404K - $429K
|
45.1K
$729K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-48.1K- 30.7% |
$723K - $768K
|
109K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-76.7K- 82.74% |
$1.15M - $1.22M
|
16K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-223K- 36.84% |
$3.36M - $3.57M
|
383K
$6.19M
|