Purchases and Sales Made in Q4 2024 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 Q4 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
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
15K
+ 23.85%
$235K - $249K
78.1K $1.26M
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
8.05K
+ 70.61%
$126K - $133K
19.5K $315K
Jan 24, 2025 Q4 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
5.68K
+ 21.35%
$88.9K - $94.1K
32.3K $522K
Jan 15, 2025 Q4 2024
Westend Capital Management, LLC

Sausalito, CA
BUY
 -
5.43K
+ 79.02%
$85K - $90K
12.3K $199K
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
4.18K
+ 25.03%
$65.3K - $69.2K
20.9K $337K
Jan 23, 2025 Q4 2024
Total Clarity Wealth Management, Inc.

BUY
 -
950
+ 7.32%
$14.9K - $15.7K
13.9K $225K
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
680
New
$10.6K - $11.3K
680 $11K
Jan 14, 2025 Q4 2024
Hennion & Walsh Asset Management, Inc.

BUY
 -
640
+ 0.87%
$10K - $10.6K
74.4K $1.2M
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
615
+ 3.68%
$9.62K - $10.2K
17.3K $280K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
610
New
$9.54K - $10.1K
610 $9.86K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
38
New
$594 - $629
38 $614
Jan 15, 2025 Q4 2024
Financial Management Professionals, Inc.

BUY
 -
29
+ 2.22%
$454 - $480
1.34K $21.6K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
2
+ 2.82%
$31.3 - $33.1
73 $1.18K
Jan 29, 2025 Q4 2024
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-568K
- 93.79%
$8.88M - $9.4M
37.6K $608K

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