Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-301K- 32.12% |
$4.55M - $4.75M
|
637K
$9.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-55.6K- 16.76% |
$840K - $876K
|
276K
$4.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-52.8K- 67.67% |
$797K - $831K
|
25.2K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.6K- 16.33% |
$567K - $592K
|
192K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.3K- 11.45% |
$291K - $303K
|
149K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.9K- 11.8% |
$270K - $281K
|
133K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11K- 4.85% |
$167K - $174K
|
217K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-6.2K- 25.33% |
$93.6K - $97.6K
|
18.3K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 9.31% |
$34.8K - $36.3K
|
22.4K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.5K- 12.66% |
$22.7K - $23.6K
|
10.4K
$158K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.42K- 5.01% |
$21.4K - $22.3K
|
26.8K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.26K- 1.23% |
$19K - $19.8K
|
101K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-946- 1.05% |
$14.3K - $14.9K
|
89K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-550- 1.52% |
$8.31K - $8.66K
|
35.5K
$544K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-453- 2.59% |
$6.84K - $7.13K
|
17.1K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-349- 0.06% |
$5.27K - $5.5K
|
574K
$8.79M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-155- 9.31% |
$2.34K - $2.44K
|
1.51K
$23.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-100- 0.61% |
$1.51K - $1.58K
|
16.3K
$250K
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-747- 3.0% |
$11.6K - $11.8K
|
24.1K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-578- 26.21% |
$8.96K - $9.16K
|
1.63K
$24.9K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3K- 12.98% |
$45.5K - $47.7K
|
20.1K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 5.31% |
$22.8K - $23.8K
|
26.7K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-685- 27.57% |
$10.4K - $10.9K
|
1.8K
$27.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-153- 66.52% |
$2.32K - $2.43K
|
77
$1.18K
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-900- 5.93% |
$13.8K - $14.5K
|
14.3K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-300- 2.58% |
$4.6K - $4.84K
|
11.3K
$173K
|
|
| Q2 2024 | |||||||
|
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 | |||||||
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4K- 24.22% |
$60.2K - $62K
|
12.5K
$192K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 92.1% |
$27.4K - $28.2K
|
156
$2.39K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-750- 5.93% |
$11.3K - $11.6K
|
11.9K
$182K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.21K- 53.29% |
$16.8K - $18.8K
|
1.06K
$16.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-11.5K- 44.47% |
$162K - $171K
|
14.3K
$219K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-71K- 86.86% |
$1.01M - $1.07M
|
10.7K
$164K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 1.99% |
$17.2K - $18.3K
|
59.7K
$915K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.96K- 93.48% |
$126K - $140K
|
625
$9.57K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.56K- 16.64% |
$36K - $39.9K
|
12.8K
$196K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.11K- 6.06% |
$29.2K - $31.6K
|
32.6K
$499K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.1KClosed |
$244K - $275K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.6KClosed |
$176K - $198K
|
0
$0
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1KClosed |
$15.1K - $17K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-639Closed |
$9.67K - $10.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.5KClosed |
$269K - $319K
|
0
$0
|
|
|
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
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-48.9KClosed |
$914K - $974K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.2KClosed |
$341K - $364K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.4KClosed |
$233K - $248K
|
0
$0
|
|