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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
10.3KNew |
$160K - $163K
|
10.3K
$158K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
426New |
$6.61K - $6.75K
|
426
$6.52K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-203- 0.82% |
$3.08K - $3.23K
|
24.5K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$30.3K - $31.8K
|
2K
$30.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7KNew |
$223K - $233K
|
14.7K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
700+ 0.81% |
$10.6K - $11.1K
|
87.3K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$210K - $220K
|
13.9K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-450- 1.59% |
$6.83K - $7.15K
|
27.9K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.6KNew |
$221K - $232K
|
14.6K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-39.2K- 69.12% |
$595K - $623K
|
17.5K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 5.31% |
$22.8K - $23.8K
|
26.7K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.04KNew |
$30.9K - $32.3K
|
2.04K
$31.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79+ 2.16% |
$1.2K - $1.26K
|
3.74K
$57.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200New |
$3.03K - $3.18K
|
200
$3.06K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
89+ 2.14% |
$1.35K - $1.41K
|
4.25K
$65.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3K- 12.98% |
$45.5K - $47.7K
|
20.1K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.82% |
$30.3 - $31.8
|
112
$1.71K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3KNew |
$157K - $164K
|
10.3K
$158K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
23.9KNew |
$363K - $380K
|
23.9K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-153- 66.52% |
$2.32K - $2.43K
|
77
$1.18K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-685- 27.57% |
$10.4K - $10.9K
|
1.8K
$27.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10.8KNew |
$164K - $172K
|
10.8K
$165K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
396New |
$6.01K - $6.29K
|
396
$6.06K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-300- 2.58% |
$4.6K - $4.84K
|
11.3K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-900- 5.93% |
$13.8K - $14.5K
|
14.3K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1New |
$15.3 - $16.1
|
1
$15.3
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$7.66K - $8.06K
|
500
$7.66K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.87% |
$1.24K - $1.31K
|
9.41K
$144K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.4KNew |
$175K - $185K
|
11.4K
$175K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.18K+ 1.16% |
$18.1K - $19K
|
103K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.34K- 54.95% |
$20.5K - $21.6K
|
1.1K
$16.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.2KNew |
$238K - $249K
|
16.2K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.26K- 1.21% |
$18.4K - $19.3K
|
102K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.6K+ 256.27% |
$405K - $425K
|
38.4K
$588K
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-121K- 29.98% |
$1.77M - $1.86M
|
283K
$4.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.77K- 4.24% |
$25.9K - $27.2K
|
40K
$613K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 92.1% |
$27.4K - $28.2K
|
156
$2.39K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
495+ 10.76% |
$7.45K - $7.68K
|
5.1K
$78K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.8KNew |
$193K - $199K
|
12.8K
$196K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-750- 5.93% |
$11.3K - $11.6K
|
11.9K
$182K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4K- 24.22% |
$60.2K - $62K
|
12.5K
$192K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1K+ 9.55% |
$15.1K - $15.5K
|
11.5K
$176K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1KNew |
$15.1K - $15.5K
|
1K
$15.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
126+ 0.81% |
$1.9K - $1.95K
|
15.6K
$239K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$34.7K - $38.8K
|
2.5K
$38.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
220New |
$3.05K - $3.42K
|
220
$3.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
13.8KNew |
$192K - $215K
|
13.8K
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.21K- 53.29% |
$16.8K - $18.8K
|
1.06K
$16.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6KNew |
$161K - $181K
|
11.6K
$178K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 2.32% |
$222 - $248
|
705
$10.8K
|
|