Sowell Financial Services LLC Double Line Opportunistic Credit Fund Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$19.47 - $20.25 $5,763 - $5,994	-296 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$19.04 - $20.19 $9,386 - $9,953	-493 Reduced 62.48%	296 $6,000
Q4 2020 Jan 13, 2021	BUY	$18.55 - $19.87 $14,635 - $15,677	789 New	789 $16,000

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...

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