Latest Institutional Purchases of Double Line Opportunistic Credit Fund (DBL)
This list provides information on the latest institutional transactions involving Double Line Opportunistic Credit Fund (DBL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.16M+ 1518.22% |
$33M - $34.8M
|
2.3M
$35.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
151K+ 5.8% |
$2.31M - $2.43M
|
2.75M
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.3K+ 48.78% |
$832K - $876K
|
166K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
54K+ 29.65% |
$827K - $870K
|
236K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
47.7K+ 86.87% |
$731K - $770K
|
103K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
44.6K+ 8.3% |
$683K - $719K
|
582K
$8.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
38K+ 14.91% |
$582K - $613K
|
293K
$4.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.4KNew |
$175K - $185K
|
11.4K
$175K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.2K+ 18.15% |
$156K - $164K
|
66.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.62K+ 17.91% |
$132K - $139K
|
56.8K
$866K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.73K+ 2.18% |
$87.7K - $92.3K
|
268K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.59K+ 22.11% |
$70.3K - $74K
|
25.3K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.45K+ 1.04% |
$68.2K - $71.8K
|
432K
$6.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
4.3KNew |
$65.9K - $69.4K
|
4.3K
$65.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.1K+ 3.18% |
$62.8K - $66.2K
|
133K
$2.03M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.85K+ 9.1% |
$59K - $62.1K
|
46.1K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.49K+ 10.9% |
$38.2K - $40.2K
|
25.4K
$387K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.45K+ 18.67% |
$37.5K - $39.5K
|
15.6K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 0.75% |
$21.4K - $22.6K
|
189K
$2.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.25K+ 1.55% |
$19.1K - $20.1K
|
82K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.18K+ 1.16% |
$18.1K - $19K
|
103K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
750New |
$11.5K - $12.1K
|
750
$11.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
685+ 38.06% |
$10.5K - $11K
|
2.49K
$37.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
524New |
$8.03K - $8.45K
|
524
$8K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$7.66K - $8.06K
|
500
$7.63K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
156+ 1.52% |
$2.39K - $2.52K
|
10.4K
$159K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
110New |
$1.69K - $1.77K
|
110
$1.68K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
88+ 2.16% |
$1.35K - $1.42K
|
4.16K
$63.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.87% |
$1.24K - $1.31K
|
9.41K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
76+ 2.12% |
$1.16K - $1.23K
|
3.66K
$55.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
37+ 0.13% |
$567 - $597
|
29.1K
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$230 - $242
|
14K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 1.03% |
$138 - $145
|
881
$13.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 1.77% |
$61.3 - $64.5
|
230
$3.51K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1New |
$15.3 - $16.1
|
1
$15.3
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.6K+ 256.27% |
$405K - $425K
|
38.4K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.2KNew |
$238K - $249K
|
16.2K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.72K+ 17.8% |
$54.5K - $57.2K
|
24.6K
$376K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.8KNew |
$193K - $199K
|
12.8K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.3K+ 28.67% |
$64.7K - $66.7K
|
19.3K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.71K+ 14.99% |
$55.8K - $57.5K
|
28.5K
$434K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1K+ 9.55% |
$15.1K - $15.5K
|
11.5K
$175K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1KNew |
$15.1K - $15.5K
|
1K
$15.3K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
495+ 10.76% |
$7.45K - $7.68K
|
5.1K
$77.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
126+ 0.81% |
$1.9K - $1.95K
|
15.6K
$238K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
13.8KNew |
$192K - $215K
|
13.8K
$211K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6KNew |
$161K - $181K
|
11.6K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$34.7K - $38.8K
|
2.5K
$38.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
220New |
$3.05K - $3.42K
|
220
$3.36K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 2.32% |
$222 - $248
|
705
$10.8K
|
|