Purchases and Sales Made in Q1 2022 in Double Line Opportunistic Credit Fund (DBL)

DBL Quotes by TradingView

This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q1 2022. The information is specifically focused on institutions that hold shares of DoubleLine Opportunistic Credit Fund.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
137K
+ 71.53%
$2.23M - $2.65M
329K $5.17M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
88.3K
+ 866.13%
$1.44M - $1.7M
98.5K $1.54M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
82.5K
+ 177.25%
$1.34M - $1.59M
129K $2.02M
May 11, 2022 Q1 2022
Twelve Points Wealth Management LLC

BUY
 -
44.3K
+ 139.56%
$720K - $853K
76.1K $1.19M
May 04, 2022 Q1 2022
Litman Gregory Wealth Management LLC

BUY
 -
39.1K
+ 43.42%
$636K - $753K
129K $2.03M
May 06, 2022 Q1 2022
Shaker Financial Services, LLC

BUY
 -
37.7K
+ 84.65%
$613K - $726K
82.2K $1.29M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
33.8K
New
$549K - $650K
33.8K $529K
May 12, 2022 Q1 2022
Ci Investments Inc.

Toronto, A6
BUY
 -
24.7K
New
$401K - $475K
24.7K $387K
May 11, 2022 Q1 2022
Landscape Capital Management, L.L.C.

BUY
 -
15.1K
New
$245K - $290K
15.1K $236K
May 19, 2022 Q1 2022
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
12.1K
New
$197K - $233K
12.1K $190K
May 16, 2022 Q1 2022
Family Management Corp

New York, NY
BUY
 -
8.42K
+ 3.78%
$137K - $162K
231K $3.62M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
7.34K
+ 29.18%
$119K - $141K
32.5K $509K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
5.95K
+ 10.73%
$96.7K - $115K
61.4K $962K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
5.72K
+ 9.37%
$93K - $110K
66.8K $1.05M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
5.01K
New
$81.5K - $96.5K
5.01K $78.6K
May 16, 2022 Q1 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
5K
+ 27.33%
$81.3K - $96.3K
23.3K $365K
Apr 18, 2022 Q1 2022
Sky Oak Wealth, LLC

BUY
 -
3.08K
+ 25.22%
$50K - $59.2K
15.3K $239K
May 16, 2022 Q1 2022
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
2.95K
+ 2.02%
$48K - $56.9K
149K $2.34M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.06K
+ 8.96%
$33.4K - $39.6K
25K $392K
Apr 29, 2022 Q1 2022
Jnba Financial Advisors

BUY
 -
1.3K
+ 57.39%
$21.2K - $25.1K
3.57K $55.9K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.11K
+ 2.28%
$18K - $21.4K
49.8K $781K
May 16, 2022 Q1 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
639
New
$10.4K - $12.3K
639 $10K
Apr 25, 2022 Q1 2022
R.P. Boggs & Co.

BUY
 -
525
+ 0.18%
$8.54K - $10.1K
287K $4.5M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
322
+ 0.7%
$5.24K - $6.2K
46.1K $723K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
304
+ 2.69%
$4.94K - $5.86K
11.6K $182K
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

BUY
 -
124
+ 1.28%
$2.02K - $2.39K
9.78K $153K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
70
+ 2.14%
$1.14K - $1.35K
3.34K $52.4K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
59
+ 0.63%
$959 - $1.14K
9.46K $148K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
36
+ 1.25%
$585 - $693
2.92K $45.8K
May 03, 2022 Q1 2022
Ellis Investment Partners, LLC

BUY
 -
5
+ 2.16%
$81.3 - $96.3
236 $3.7K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2
+ 1.72%
$32.5 - $38.5
118 $1.85K
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
0
New
$0 - $0
0 $0
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-3
Closed
$48.8 - $57.8
0 $0
May 10, 2022 Q1 2022
Apriem Advisors

Irvine, CA
SELL
 -
-200
- 0.56%
$3.25K - $3.85K
35.6K $558K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-500
Closed
$8.13K - $9.63K
0 $0
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-746
- 4.92%
$12.1K - $14.4K
14.4K $226K
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-832
- 0.53%
$13.5K - $16K
157K $2.46M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-972
- 5.59%
$15.8K - $18.7K
16.4K $257K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-987
Closed
$16K - $19K
0 $0
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-1K
Closed
$16.3K - $19.3K
0 $0
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-1.1K
- 2.87%
$17.9K - $21.2K
37.2K $583K
Apr 11, 2022 Q1 2022
Addison Capital CO

SELL
 -
-1.65K
- 11.54%
$26.8K - $31.8K
12.7K $198K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-1.7K
Closed
$27.6K - $32.7K
0 $0
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-3.89K
- 28.44%
$63.3K - $75K
9.8K $154K
May 13, 2022 Q1 2022
Horizon Kinetics Asset Management LLC

SELL
 -
-4.31K
- 2.65%
$70.1K - $83.1K
158K $2.48M
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

SELL
 -
-5.07K
- 29.58%
$82.5K - $97.7K
12.1K $189K
May 20, 2022 Q1 2022
Van Hulzen Asset Management, LLC

SELL
 -
-5.5K
- 25.44%
$89.4K - $106K
16.1K $253K
May 16, 2022 Q1 2022
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-6.59K
- 8.43%
$107K - $127K
71.7K $1.12M
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-7.6K
- 29.28%
$124K - $146K
18.3K $288K

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