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 |
|---|---|---|---|---|---|---|---|
|
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
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
228K+ 7.74% |
$3.53M - $3.61M
|
3.17M
$48.5M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
169KNew |
$2.62M - $2.68M
|
169K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
98.6K+ 42.28% |
$1.53M - $1.56M
|
332K
$5.08M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.4K+ 49.43% |
$1.09M - $1.12M
|
213K
$3.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
68.4K+ 34.99% |
$1.06M - $1.08M
|
264K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
66.7K+ 41.39% |
$1.03M - $1.06M
|
228K
$3.49M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.5K+ 22.18% |
$628K - $642K
|
223K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.2K+ 22.81% |
$485K - $495K
|
168K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30K+ 5.51% |
$465K - $475K
|
574K
$8.78M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.6K+ 17.91% |
$412K - $421K
|
175K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 85.39% |
$250K - $255K
|
35K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
14.4K+ 3.22% |
$223K - $228K
|
462K
$7.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
12.4K+ 35.88% |
$193K - $197K
|
47.1K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.7KNew |
$182K - $186K
|
11.7K
$180K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
10.3KNew |
$160K - $163K
|
10.3K
$158K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.75K+ 3.95% |
$136K - $139K
|
230K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.61K+ 26.75% |
$118K - $121K
|
36.1K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.23K+ 8.73% |
$112K - $115K
|
90K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.78K+ 46.89% |
$105K - $108K
|
21.3K
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.28K+ 2.1% |
$81.8K - $83.6K
|
257K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.08K+ 3.47% |
$78.7K - $80.4K
|
151K
$2.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 41.12% |
$18K - $18.4K
|
3.98K
$60.9K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.09KNew |
$16.9K - $17.2K
|
1.09K
$16.7K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
939+ 1.13% |
$14.6K - $14.9K
|
84.2K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
600+ 5.33% |
$9.31K - $9.51K
|
11.9K
$181K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
426New |
$6.61K - $6.75K
|
426
$6.52K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
319+ 1.82% |
$4.95K - $5.06K
|
17.8K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
300New |
$4.65K - $4.76K
|
300
$4.59K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
163+ 1.54% |
$2.53K - $2.58K
|
10.7K
$164K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
102+ 0.93% |
$1.58K - $1.62K
|
11K
$169K
|
|
|
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 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.07% |
$341 - $349
|
32K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
16+ 0.11% |
$248 - $254
|
14.1K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 2.24% |
$186 - $190
|
547
$8.37K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 2.03% |
$140 - $143
|
453
$6.94K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
23.9KNew |
$363K - $380K
|
23.9K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7KNew |
$223K - $233K
|
14.7K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.6KNew |
$221K - $232K
|
14.6K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$210K - $220K
|
13.9K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10.8KNew |
$164K - $172K
|
10.8K
$165K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3KNew |
$157K - $164K
|
10.3K
$158K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.04KNew |
$30.9K - $32.3K
|
2.04K
$31.2K
|
|
|
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
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
700+ 0.81% |
$10.6K - $11.1K
|
87.3K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
396New |
$6.01K - $6.29K
|
396
$6.06K
|
|
|
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 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79+ 2.16% |
$1.2K - $1.26K
|
3.74K
$57.3K
|
|