Purchases and Sales Made in Q1 2025 in Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q1 2025. 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, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
938KNew |
$14.6M - $14.9M
|
938K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
228K+ 7.74% |
$3.53M - $3.61M
|
3.17M
$48.5M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
169KNew |
$2.62M - $2.68M
|
169K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
98.6K+ 42.28% |
$1.53M - $1.56M
|
332K
$5.08M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.4K+ 49.43% |
$1.09M - $1.12M
|
213K
$3.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
68.4K+ 34.99% |
$1.06M - $1.08M
|
264K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
66.7K+ 41.39% |
$1.03M - $1.06M
|
228K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.5K+ 23.01% |
$629K - $642K
|
217K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.5K+ 22.18% |
$628K - $642K
|
223K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.2K+ 22.81% |
$485K - $495K
|
168K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30K+ 5.51% |
$465K - $475K
|
574K
$8.78M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.6K+ 17.91% |
$412K - $421K
|
175K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 420.05% |
$310K - $317K
|
24.7K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 85.39% |
$250K - $255K
|
35K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
14.4K+ 3.22% |
$223K - $228K
|
462K
$7.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
12.4K+ 35.88% |
$193K - $197K
|
47.1K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.7KNew |
$182K - $186K
|
11.7K
$180K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
10.3KNew |
$160K - $163K
|
10.3K
$158K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.75K+ 3.95% |
$136K - $139K
|
230K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.61K+ 26.75% |
$118K - $121K
|
36.1K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.23K+ 8.73% |
$112K - $115K
|
90K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.78K+ 46.89% |
$105K - $108K
|
21.3K
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.28K+ 2.1% |
$81.8K - $83.6K
|
257K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.08K+ 3.47% |
$78.7K - $80.4K
|
151K
$2.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.06K+ 101.88% |
$62.9K - $64.3K
|
8.04K
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 41.12% |
$18K - $18.4K
|
3.98K
$60.9K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.09KNew |
$16.9K - $17.2K
|
1.09K
$16.7K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
939+ 1.13% |
$14.6K - $14.9K
|
84.2K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
600+ 5.33% |
$9.31K - $9.51K
|
11.9K
$181K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
426New |
$6.61K - $6.75K
|
426
$6.52K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
319+ 1.82% |
$4.95K - $5.06K
|
17.8K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
300New |
$4.65K - $4.76K
|
300
$4.59K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
163+ 1.54% |
$2.53K - $2.58K
|
10.7K
$164K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
102+ 0.93% |
$1.58K - $1.62K
|
11K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69+ 0.27% |
$1.07K - $1.09K
|
25.5K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.07% |
$341 - $349
|
32K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
16+ 0.11% |
$248 - $254
|
14.1K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 2.24% |
$186 - $190
|
547
$8.37K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 2.03% |
$140 - $143
|
453
$6.94K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-217- 11.53% |
$3.37K - $3.44K
|
1.67K
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-362- 1.27% |
$5.61K - $5.74K
|
28.2K
$432K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-393- 1.4% |
$6.1K - $6.23K
|
27.7K
$424K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-500- 2.0% |
$7.76K - $7.93K
|
24.5K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-578- 26.21% |
$8.96K - $9.16K
|
1.63K
$24.9K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-747- 3.0% |
$11.6K - $11.8K
|
24.1K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1KClosed |
$15.5K - $15.9K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.19K- 2.49% |
$18.5K - $18.9K
|
46.6K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2K- 0.35% |
$31.1K - $31.8K
|
574K
$8.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.2K- 11.83% |
$34.1K - $34.9K
|
16.4K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.46K- 3.48% |
$38.2K - $39K
|
68.3K
$1.05M
|