Ironwood Financial, LLC Double Line Opportunistic Credit Fund Transaction History

Ironwood Financial, LLC

$475 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$18.71 - $19.93 $6,249 - $6,656	-334 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$19.47 - $20.25 $3,232 - $3,361	-166 Reduced 33.2%	334 $7,000
Q2 2017 Aug 09, 2017	BUY	N/A	500	500 $13,000

Others Institutions Holding DBL

# of Institutions

67

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

2.75M
Shares

$42.8 Million
0.97% of portfolio
International Assets Investment Management, LLC Orlando, FL

2.3M
Shares

$35.8 Million
0.4% of portfolio
Morgan Stanley New York, NY

834K
Shares

$13 Million
0.0% of portfolio
Ubs Group Ag

582K
Shares

$9.06 Million
0.0% of portfolio
Evergreen Capital Management LLC Bellevue, WA

432K
Shares

$6.72 Million
0.25% of portfolio

About DoubleLine Opportunistic Credit Fund

Ticker DBL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
DoubleLine Opportunistic Credit Fund is a close-ended fixed income mutual fund launched and managed by DoubleLine Capital LP. The fund invests in the fixed income markets. It invests in debt securities including residential and commercial mortgage-backed securities, asset-backed securities, U.S Government securities, corporate debt, internationa...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ironwood Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Financial, LLC with notifications on news.