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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 2.03% |
$140 - $143
|
453
$6.94K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.5K+ 23.01% |
$629K - $642K
|
217K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-362- 1.27% |
$5.61K - $5.74K
|
28.2K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
14.4K+ 3.22% |
$223K - $228K
|
462K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.5K+ 22.18% |
$628K - $642K
|
223K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.7KNew |
$182K - $186K
|
11.7K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30K+ 5.51% |
$465K - $475K
|
574K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
319+ 1.82% |
$4.95K - $5.06K
|
17.8K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1KClosed |
$15.5K - $15.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.61K+ 26.75% |
$118K - $121K
|
36.1K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
98.6K+ 42.28% |
$1.53M - $1.56M
|
332K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69+ 0.27% |
$1.07K - $1.09K
|
25.5K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
66.7K+ 41.39% |
$1.03M - $1.06M
|
228K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
938KNew |
$14.6M - $14.9M
|
938K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.6K+ 17.91% |
$412K - $421K
|
175K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.09KNew |
$16.9K - $17.2K
|
1.09K
$16.7K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2K- 0.35% |
$31.1K - $31.8K
|
574K
$8.79M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-578- 26.21% |
$8.96K - $9.16K
|
1.63K
$24.9K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
169KNew |
$2.62M - $2.68M
|
169K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.75K+ 3.95% |
$136K - $139K
|
230K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.07% |
$341 - $349
|
32K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
228K+ 7.74% |
$3.53M - $3.61M
|
3.17M
$48.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.2K+ 22.81% |
$485K - $495K
|
168K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.08K+ 3.47% |
$78.7K - $80.4K
|
151K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-32.6K- 29.46% |
$505K - $516K
|
78K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.78K+ 46.89% |
$105K - $108K
|
21.3K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.4K+ 49.43% |
$1.09M - $1.12M
|
213K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-393- 1.4% |
$6.1K - $6.23K
|
27.7K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-217- 11.53% |
$3.37K - $3.44K
|
1.67K
$25.5K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
939+ 1.13% |
$14.6K - $14.9K
|
84.2K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
163+ 1.54% |
$2.53K - $2.58K
|
10.7K
$164K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-500- 2.0% |
$7.76K - $7.93K
|
24.5K
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 85.39% |
$250K - $255K
|
35K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5.42K- 1.43% |
$84.1K - $86K
|
373K
$5.71M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.19K- 2.49% |
$18.5K - $18.9K
|
46.6K
$714K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.23K+ 8.73% |
$112K - $115K
|
90K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.02K- 49.99% |
$62.3K - $63.7K
|
4.02K
$61.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
102+ 0.93% |
$1.58K - $1.62K
|
11K
$169K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.72K- 5.28% |
$120K - $122K
|
139K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
600+ 5.33% |
$9.31K - $9.51K
|
11.9K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.46K- 3.48% |
$38.2K - $39K
|
68.3K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-747- 3.0% |
$11.6K - $11.8K
|
24.1K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
16+ 0.11% |
$248 - $254
|
14.1K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
68.4K+ 34.99% |
$1.06M - $1.08M
|
264K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 2.24% |
$186 - $190
|
547
$8.37K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
300New |
$4.65K - $4.76K
|
300
$4.59K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.2K- 11.83% |
$34.1K - $34.9K
|
16.4K
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 41.12% |
$18K - $18.4K
|
3.98K
$60.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.28K+ 2.1% |
$81.8K - $83.6K
|
257K
$3.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
12.4K+ 35.88% |
$193K - $197K
|
47.1K
$721K
|