Purchases and Sales Made in Q1 2023 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 2023. 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
Nov 16, 2023 Q1 2023
R.P. Boggs & Co.

BUY
 -
147K
New
$2.07M - $2.29M
147K $2.29M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
134K
+ 16.83%
$1.88M - $2.09M
931K $14.5M
May 11, 2023 Q1 2023
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
108K
+ 4.28%
$1.51M - $1.68M
2.62M $40.9M
Apr 26, 2023 Q1 2023
Integrated Capital Management, Inc.

BUY
 -
71.6K
+ 708.75%
$1.01M - $1.12M
81.7K $1.27M
May 08, 2023 Q1 2023
Shaker Financial Services, LLC

BUY
 -
69.5K
New
$977K - $1.08M
69.5K $1.08M
Apr 18, 2023 Q1 2023
Twelve Points Wealth Management LLC

BUY
 -
42.1K
+ 34.61%
$592K - $657K
164K $2.55M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
39.9K
+ 19.41%
$560K - $621K
245K $3.82M
May 10, 2023 Q1 2023
Herr Investment Group LLC

Austin, TX
BUY
 -
26.6K
+ 6.97%
$374K - $415K
408K $6.36M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
14.9K
+ 8.67%
$210K - $232K
187K $2.91M
May 12, 2023 Q1 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
12.2K
New
$171K - $190K
12.2K $190K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
6.97K
New
$98K - $109K
6.97K $109K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
6.53K
New
$91.8K - $102K
6.53K $102K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.65K
+ 10.02%
$79.4K - $88K
62K $967K
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

BUY
 -
4.89K
+ 16.19%
$68.8K - $76.2K
35.1K $547K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
4.27K
+ 6.96%
$60K - $66.5K
65.5K $1.02M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
3.63K
+ 15.46%
$51K - $56.5K
27.1K $422K
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
3K
+ 1.3%
$42.2K - $46.7K
234K $3.64M
May 11, 2023 Q1 2023
Elequin Capital LP

New York, NY
BUY
 -
2.8K
New
$39.3K - $43.5K
2.8K $43.5K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.93K
+ 5.66%
$27.1K - $30K
35.9K $559K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.79K
New
$25.1K - $27.8K
1.79K $27.8K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
830
+ 7.87%
$11.7K - $12.9K
11.4K $177K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
560
+ 1.01%
$7.87K - $8.72K
55.9K $870K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
448
New
$6.3K - $6.98K
448 $6.98K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
230
+ 2.21%
$3.23K - $3.58K
10.7K $166K
Apr 20, 2023 Q1 2023
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
155
+ 1.05%
$2.18K - $2.41K
15K $233K
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
145
+ 1.04%
$2.04K - $2.26K
14K $219K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
81
+ 2.27%
$1.14K - $1.26K
3.64K $56.7K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
71
+ 2.26%
$998 - $1.11K
3.21K $50K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
34
+ 0.22%
$478 - $530
15.6K $243K
May 12, 2023 Q1 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
21
+ 0.11%
$295 - $327
19.3K $301K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
10
+ 0.1%
$141 - $156
10.4K $163K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3
+ 0.01%
$42.2 - $46.7
45.4K $707K
May 12, 2023 Q1 2023
Horizon Kinetics Asset Management LLC

SELL
 -
-1.26K
- 1.02%
$17.8K - $19.7K
123K $1.92M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-1.46K
- 32.48%
$20.5K - $22.7K
3.03K $47.2K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

SELL
 -
-1.87K
- 2.97%
$26.3K - $29.1K
61K $950K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-1.94K
- 4.78%
$27.3K - $30.3K
38.7K $603K
Apr 06, 2023 Q1 2023
Kercheville Advisors, LLC

SELL
 -
-2.49K
- 13.87%
$35K - $38.7K
15.4K $240K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-2.56K
- 16.64%
$36K - $39.9K
12.8K $200K
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-3.3K
- 17.15%
$46.5K - $51.5K
16K $249K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

SELL
 -
-3.5K
- 5.12%
$49.2K - $54.5K
64.8K $1.01M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-3.77K
- 21.46%
$53K - $58.8K
13.8K $215K
May 12, 2023 Q1 2023
Apriem Advisors

Irvine, CA
SELL
 -
-3.9K
- 12.16%
$54.8K - $60.8K
28.2K $439K
May 04, 2023 Q1 2023
Intellectus Partners, LLC

San Francisco, CA
SELL
 -
-4.6K
- 3.83%
$64.7K - $71.7K
116K $1.8M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-4.85K
- 3.37%
$68.2K - $75.6K
139K $2.17M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-5.67K
- 70.78%
$79.7K - $88.3K
2.34K $36.4K
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-7.03K
- 5.43%
$98.8K - $109K
122K $1.91M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-7.38K
- 23.4%
$104K - $115K
24.2K $376K
Apr 28, 2023 Q1 2023
Beacon Harbor Wealth Advisors, Inc.

SELL
 -
-8K
- 39.41%
$112K - $125K
12.3K $192K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

SELL
 -
-8.96K
- 93.48%
$126K - $140K
625 $9.74K

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