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 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.6K+ 256.27% |
$405K - $425K
|
38.4K
$590K
|
|
| 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
$78.2K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.8KNew |
$193K - $199K
|
12.8K
$197K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4K- 24.22% |
$60.2K - $62K
|
12.5K
$192K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-750- 5.93% |
$11.3K - $11.6K
|
11.9K
$183K
|
|
|
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
$15.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
126+ 0.81% |
$1.9K - $1.95K
|
15.6K
$240K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$34.7K - $38.8K
|
2.5K
$38.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
220New |
$3.05K - $3.42K
|
220
$3.38K
|
|
|
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
$16.3K
|
|
|
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
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-11.5K- 44.47% |
$162K - $171K
|
14.3K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95KNew |
$41.7K - $44K
|
2.95K
$45.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2K+ 16.26% |
$28.2K - $29.8K
|
14.3K
$220K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 1.32% |
$14.1 - $14.9
|
77
$1.18K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1New |
$14.2 - $15.1
|
1
$15.4
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37+ 0.24% |
$525 - $558
|
15.6K
$240K
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-71K- 86.86% |
$1.01M - $1.07M
|
10.7K
$165K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 1.99% |
$17.2K - $18.3K
|
59.7K
$917K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.56K- 16.64% |
$36K - $39.9K
|
12.8K
$197K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.96K- 93.48% |
$126K - $140K
|
625
$9.59K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.97KNew |
$98K - $109K
|
6.97K
$107K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
47New |
$651 - $705
|
47
$721
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.11K- 6.06% |
$29.2K - $31.6K
|
32.6K
$501K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.73KNew |
$23.9K - $25.9K
|
1.73K
$26.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.4KNew |
$33.2K - $36K
|
2.4K
$36.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.24% |
$42.4 - $48.8
|
244
$3.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.03K+ 6.17% |
$28.6K - $33K
|
34.9K
$535K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
146New |
$2.06K - $2.38K
|
146
$2.24K
|
|
| Q2 2022 | |||||||
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1KClosed |
$15.1K - $17K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.46KNew |
$67.4K - $75.9K
|
4.46K
$68.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-639Closed |
$9.67K - $10.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.6KClosed |
$176K - $198K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.3KNew |
$231K - $260K
|
15.3K
$234K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$223K - $251K
|
14.8K
$226K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$7.57K - $8.52K
|
500
$7.68K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3New |
$45.4 - $51.1
|
3
$46.1
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
970+ 293.94% |
$14.7K - $16.5K
|
1.3K
$20K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
3.5KNew |
$53K - $59.6K
|
3.5K
$53.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
30.9K+ 23.93% |
$468K - $526K
|
160K
$2.46M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.1KClosed |
$244K - $275K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.33KNew |
$35.3K - $39.7K
|
2.33K
$35.8K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.7KClosed |
$27.6K - $32.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-987Closed |
$16K - $19K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5K+ 27.33% |
$81.3K - $96.3K
|
23.3K
$358K
|
|