Purchases and Sales Made in Q1 2022 in Double Line Opportunistic Credit Fund (DBL)
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 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.4K- 6.54% |
$169K - $201K
|
149K
$2.32M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.9K- 16.67% |
$178K - $211K
|
54.7K
$854K
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11KClosed |
$179K - $212K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.5KClosed |
$269K - $319K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.8K- 14.59% |
$273K - $324K
|
98.4K
$1.54M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.3K- 9.76% |
$298K - $353K
|
169K
$2.64M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-22.6KClosed |
$367K - $434K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-44.7K- 67.84% |
$726K - $860K
|
21.2K
$331K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-101K- 57.87% |
$1.64M - $1.94M
|
73.4K
$1.15M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-137K- 34.78% |
$2.24M - $2.65M
|
258K
$4.02M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-144K- 30.37% |
$2.34M - $2.77M
|
329K
$5.14M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-168K- 99.84% |
$2.73M - $3.24M
|
277
$4.32K
|
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-501K- 18.18% |
$8.15M - $9.65M
|
2.26M
$35.2M
|