Purchases and Sales Made in Q1 2024 in Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q1 2024. 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 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
154K+ 1507.16% |
$2.31M - $2.38M
|
164K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.9K+ 22.54% |
$661K - $682K
|
239K
$3.72M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.9K+ 19.74% |
$615K - $634K
|
248K
$3.86M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.6K+ 55.46% |
$551K - $568K
|
103K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
27KNew |
$406K - $418K
|
27K
$420K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
19.4K+ 11.95% |
$293K - $302K
|
182K
$2.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16.7K+ 8.25% |
$251K - $259K
|
219K
$3.41M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.8KNew |
$193K - $199K
|
12.8K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.8K+ 75.57% |
$178K - $183K
|
27.5K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 8.8% |
$177K - $182K
|
145K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
11KNew |
$165K - $170K
|
11K
$171K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.8KNew |
$162K - $167K
|
10.8K
$168K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
10.1KNew |
$152K - $156K
|
10.1K
$157K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.96K+ 8.1% |
$135K - $139K
|
119K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.33K+ 9.46% |
$125K - $129K
|
96.3K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.27K+ 21.18% |
$109K - $113K
|
41.6K
$648K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.12K+ 6.64% |
$92.2K - $95K
|
98.4K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.51K+ 1.35% |
$67.8K - $69.9K
|
338K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.36K+ 26.33% |
$65.6K - $67.6K
|
20.9K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.3K+ 28.67% |
$64.7K - $66.7K
|
19.3K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.71K+ 14.99% |
$55.8K - $57.5K
|
28.5K
$443K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.29K+ 28.4% |
$49.5K - $51K
|
14.9K
$232K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.99K+ 0.35% |
$44.9K - $46.3K
|
852K
$13.3M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.44KNew |
$36.6K - $37.8K
|
2.44K
$37.9K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 3.13% |
$20.5K - $21.1K
|
44.8K
$698K
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
1.3K+ 0.32% |
$19.6K - $20.2K
|
404K
$6.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1KNew |
$15.1K - $15.5K
|
1K
$15.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1K+ 9.55% |
$15.1K - $15.5K
|
11.5K
$179K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
602+ 0.11% |
$9.06K - $9.34K
|
542K
$8.45M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$7.53K - $7.76K
|
500
$7.79K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
495+ 10.76% |
$7.45K - $7.68K
|
5.1K
$79.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
391+ 0.48% |
$5.88K - $6.06K
|
81.7K
$1.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
126+ 0.81% |
$1.9K - $1.95K
|
15.6K
$243K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 2.21% |
$1.29K - $1.33K
|
3.99K
$62.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
84+ 0.11% |
$1.26K - $1.3K
|
75.5K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
75+ 2.19% |
$1.13K - $1.16K
|
3.51K
$54.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
15+ 0.1% |
$226 - $233
|
15K
$234K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12+ 1.41% |
$181 - $186
|
864
$13.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
5+ 2.31% |
$75.3 - $77.6
|
221
$3.44K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$45.2 - $46.5
|
30.1K
$469K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-444- 1.29% |
$6.68K - $6.89K
|
34.1K
$531K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-750- 5.93% |
$11.3K - $11.6K
|
11.9K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-765- 2.53% |
$11.5K - $11.9K
|
29.4K
$459K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 92.1% |
$27.4K - $28.2K
|
156
$2.43K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.99K- 3.78% |
$60K - $61.9K
|
102K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4K- 24.22% |
$60.2K - $62K
|
12.5K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.19K- 7.03% |
$123K - $127K
|
108K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.2K- 22.17% |
$123K - $127K
|
28.8K
$448K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.8K- 7.5% |
$177K - $183K
|
145K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-16.8K- 19.76% |
$253K - $261K
|
68.3K
$1.06M
|