Institutional Ownership Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 8.63 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
2,941,083
shares
|
$46 Million
1.03% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
576,381
shares
|
$9.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
543,788
shares
|
$8.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.76%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
448,057
shares
|
$7 Million
0.24% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
378,659
shares
|
$5.92 Million
1.74% of portfolio
|
Q4 2024
Added 29.37%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
283,066
shares
|
$4.42 Million
0.3% of portfolio
|
Q2 2024
Reduced 29.98%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
251,698
shares
|
$3.93 Million
0.88% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
233,205
shares
|
$3.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
221,272
shares
|
$3.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
195,409
shares
|
$3.05 Million
0.01% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
182,588
shares
|
$2.85 Million
0.0% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
176,095
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
161,052
shares
|
$2.52 Million
0.02% of portfolio
|
Q4 2024
Added 56.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
148,497
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Added 38.82%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
146,287
shares
|
$2.29 Million
0.19% of portfolio
|
Q4 2024
Reduced 93.64%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
146,240
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
142,500
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
136,960
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
110,583
shares
|
$1.73 Million
0.68% of portfolio
|
Q4 2024
Reduced 19.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,894
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Arch Point Investors
Coral Gables, FL |
Feb 13, 2025 Q4 2024 |
102,219
shares
|
$1.6 Million
0.54% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
87,336
shares
|
$1.37 Million
0.13% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
83,309
shares
|
$1.3 Million
0.3% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
82,742
shares
|
$1.29 Million
0.19% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
70,787
shares
|
$1.11 Million
0.17% of portfolio
|
Q4 2024
Added 6.78%
|