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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.5K- 1.83% |
$238K - $250K
|
834K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.8K- 8.03% |
$166K - $175K
|
124K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.8K- 4.51% |
$165K - $174K
|
228K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-7.59K- 5.26% |
$116K - $122K
|
137K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5K- 17.79% |
$76.6K - $80.7K
|
23.1K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.48K- 9.7% |
$53.3K - $56.1K
|
32.4K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.79K- 2.54% |
$42.7K - $45K
|
107K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.75K- 5.82% |
$26.7K - $28.1K
|
28.2K
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 5.7% |
$23K - $24.2K
|
24.9K
$390K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.34K- 54.95% |
$20.5K - $21.6K
|
1.1K
$17.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.1K- 1.58% |
$16.9K - $17.8K
|
68.8K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-992- 0.63% |
$15.2K - $16K
|
156K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-918- 1.19% |
$14.1K - $14.8K
|
76.5K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-900- 5.93% |
$13.8K - $14.5K
|
14.3K
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-533- 4.67% |
$8.17K - $8.6K
|
10.9K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-300- 2.58% |
$4.6K - $4.84K
|
11.3K
$178K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-121K- 29.98% |
$1.77M - $1.86M
|
283K
$4.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.77K- 4.24% |
$25.9K - $27.2K
|
40K
$628K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.76K- 5.84% |
$25.7K - $27K
|
28.3K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.26K- 1.21% |
$18.4K - $19.3K
|
102K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-68- 2.91% |
$996 - $1.04K
|
2.27K
$35.7K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4K- 24.22% |
$60.2K - $62K
|
12.5K
$197K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 92.1% |
$27.4K - $28.2K
|
156
$2.45K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-750- 5.93% |
$11.3K - $11.6K
|
11.9K
$187K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.21K- 53.29% |
$16.8K - $18.8K
|
1.06K
$16.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-11.5K- 44.47% |
$162K - $171K
|
14.3K
$225K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-71K- 86.86% |
$1.01M - $1.07M
|
10.7K
$169K
|
|
|
Nov 16, 2023
Q2 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-57K- 38.74% |
$810K - $861K
|
90.2K
$1.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 1.99% |
$17.2K - $18.3K
|
59.7K
$938K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26- 0.04% |
$369 - $392
|
64.8K
$1.02M
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.96K- 93.48% |
$126K - $140K
|
625
$9.81K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.56K- 16.64% |
$36K - $39.9K
|
12.8K
$201K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.11K- 6.06% |
$29.2K - $31.6K
|
32.6K
$512K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.5K- 10.49% |
$21.2K - $24.4K
|
12.8K
$201K
|
|
| 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
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-2.5KClosed |
$46.8K - $49.8K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.5KClosed |
$28.1K - $29.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.1K- 68.71% |
$20.5K - $21.9K
|
500
$7.85K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07KClosed |
$19.9K - $21.2K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-334Closed |
$6.25K - $6.66K
|
0
$0
|
|