Purchases and Sales Made in Q3 2023 in Double Line Yield Opportunities Fund (DLY)

DLY Quotes by TradingView

This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q3 2023. 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
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
166K
+ 20.55%
$2.33M - $2.52M
973K $15.6M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
91.6K
New
$1.28M - $1.39M
91.6K $1.47M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
47.2K
+ 46.54%
$662K - $716K
149K $2.38M
Nov 06, 2023 Q3 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
25.4K
New
$356K - $385K
25.4K $407K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
24.9K
New
$350K - $378K
24.9K $400K
Nov 13, 2023 Q3 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
24.1K
New
$338K - $367K
24.1K $387K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
23.3K
+ 203.03%
$327K - $354K
34.8K $559K
Nov 08, 2023 Q3 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
22K
+ 95.18%
$308K - $334K
45.1K $724K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
21.2K
+ 4.97%
$298K - $322K
448K $7.19M
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
17.1K
New
$240K - $260K
17.1K $275K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
12.5K
New
$175K - $190K
12.5K $201K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
12K
+ 23.61%
$168K - $181K
62.6K $1M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
10.1K
New
$142K - $154K
10.1K $162K
Nov 03, 2023 Q3 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
9.3K
+ 27.92%
$130K - $141K
42.6K $683K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
8.04K
+ 4.77%
$113K - $122K
177K $2.83M
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
8K
+ 7.44%
$112K - $121K
115K $1.85M
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
4.22K
+ 25.22%
$59.2K - $64.1K
21K $336K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.87K
+ 0.57%
$54.3K - $58.8K
685K $11M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.61K
+ 2.28%
$50.6K - $54.8K
162K $2.6M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.4K
+ 3.42%
$19.6K - $21.3K
42.3K $679K
Nov 14, 2023 Q3 2023
Herr Investment Group LLC

Austin, TX
BUY
 -
1.32K
+ 0.19%
$18.5K - $20K
694K $11.1M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.06K
+ 5.03%
$14.8K - $16K
22.1K $354K
Nov 13, 2023 Q3 2023
Hollencrest Capital Management

BUY
 -
1K
New
$14.1K - $15.2K
1K $16.1K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1K
New
$14K - $15.2K
1K $16K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
1K
New
$14K - $15.2K
1K $16K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
1K
+ 29.85%
$14K - $15.2K
4.35K $69.8K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
421
+ 3.19%
$5.9K - $6.39K
13.6K $219K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
350
New
$4.91K - $5.31K
350 $5.61K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
340
+ 94.44%
$4.77K - $5.16K
700 $11.2K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
200
+ 0.6%
$2.8K - $3.04K
33.4K $536K
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
115
+ 2.44%
$1.61K - $1.75K
4.82K $77.3K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
96
+ 0.26%
$1.35K - $1.46K
36.7K $588K
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
28
+ 2.42%
$393 - $425
1.19K $19K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
6
+ 0.03%
$84.1 - $91.1
17.3K $277K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

SELL
 -
-400
- 13.33%
$5.61K - $6.07K
2.6K $41.7K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.16K
- 1.14%
$16.3K - $17.7K
101K $1.62M
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
SELL
 -
-3.49K
- 12.5%
$48.9K - $53K
24.4K $392K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-3.76K
- 6.68%
$52.7K - $57K
52.5K $842K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-10.5K
- 41.67%
$147K - $159K
14.7K $236K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-11.4K
- 28.06%
$160K - $174K
29.3K $470K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-26.3K
- 1.58%
$368K - $399K
1.64M $26.3M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-54.8K
- 26.83%
$769K - $833K
150K $2.4M
Oct 23, 2023 Q3 2023
Pettinga Financial Advisors, LLC

SELL
 -
-71.2K
- 25.77%
$998K - $1.08M
205K $3.29M
Nov 07, 2023 Q3 2023
Atlas Wealth LLC

Cincinnati, OH
SELL
 -
-96.1K
- 65.21%
$1.35M - $1.46M
51.3K $823K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
SELL
 -
-378K
- 14.24%
$5.31M - $5.74M
2.28M $36.5M
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-381K
- 47.82%
$5.34M - $5.78M
416K $6.67M

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