Latest Institutional Transactions on Double Line Opportunistic Credit Fund (DBL)
This table provides information on the latest institutional transactions involving Double Line Opportunistic Credit Fund (DBL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.6K+ 6.37% |
$552K - $576K
|
610K
$9.34M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-155- 9.31% |
$2.34K - $2.44K
|
1.51K
$23.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
102K+ 3.22% |
$1.54M - $1.61M
|
3.27M
$50.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-349- 0.06% |
$5.27K - $5.5K
|
574K
$8.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
37.7K+ 8.15% |
$569K - $593K
|
500K
$7.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.6K- 16.33% |
$567K - $592K
|
192K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.8KNew |
$163K - $170K
|
10.8K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-55.6K- 16.76% |
$840K - $876K
|
276K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
28.5KNew |
$431K - $449K
|
28.5K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
94.3K+ 53.85% |
$1.42M - $1.49M
|
269K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.2K+ 8.88% |
$291K - $303K
|
236K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.8K+ 15.59% |
$525K - $548K
|
258K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
732+ 6.23% |
$11.1K - $11.5K
|
12.5K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.3K- 11.45% |
$291K - $303K
|
149K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 9.31% |
$34.8K - $36.3K
|
22.4K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.26K- 1.23% |
$19K - $19.8K
|
101K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-6.2K- 25.33% |
$93.6K - $97.6K
|
18.3K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.9K- 11.8% |
$270K - $281K
|
133K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11K- 4.85% |
$167K - $174K
|
217K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-550- 1.52% |
$8.31K - $8.66K
|
35.5K
$544K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 4.46% |
$75.5 - $78.8
|
117
$1.79K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.42K- 5.01% |
$21.4K - $22.3K
|
26.8K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.17K+ 0.55% |
$17.7K - $18.4K
|
214K
$3.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.1KNew |
$153K - $159K
|
10.1K
$155K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-453- 2.59% |
$6.84K - $7.13K
|
17.1K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.53K+ 507.9% |
$83.4K - $87K
|
6.61K
$101K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72+ 0.28% |
$1.09K - $1.13K
|
25.5K
$391K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.07% |
$332 - $347
|
32K
$490K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.99K+ 37.59% |
$121K - $126K
|
29.2K
$448K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38+ 0.95% |
$574 - $599
|
4.06K
$62.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
510+ 1.84% |
$7.7K - $8.03K
|
28.2K
$432K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 9.46% |
$367K - $383K
|
281K
$4.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-52.8K- 67.67% |
$797K - $831K
|
25.2K
$386K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-946- 1.05% |
$14.3K - $14.9K
|
89K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.3KNew |
$217K - $226K
|
14.3K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.03% |
$136 - $142
|
27.9K
$427K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
754+ 0.45% |
$11.4K - $11.9K
|
170K
$2.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
168+ 1.57% |
$2.54K - $2.65K
|
10.9K
$167K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98K+ 1.43% |
$29.9K - $31.2K
|
141K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
82.3K+ 235.29% |
$1.24M - $1.3M
|
117K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
R.P. Boggs & Co.
|
BUY
|
- |
233KNew |
$3.52M - $3.68M
|
233K
$3.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
21.3K+ 25.24% |
$321K - $335K
|
106K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
16+ 0.11% |
$242 - $252
|
14.1K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.86KNew |
$43.2K - $45.1K
|
2.86K
$43.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.41K+ 3.57% |
$142K - $148K
|
273K
$4.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.7K+ 27.34% |
$282K - $294K
|
87K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
25.4K+ 6.79% |
$383K - $399K
|
399K
$6.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.23K+ 11.94% |
$18.6K - $19.4K
|
11.5K
$177K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-301K- 32.12% |
$4.55M - $4.75M
|
637K
$9.75M
|