Purchases and Sales Made in Q2 2023 in Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
82.5K+ 3.14% |
$1.17M - $1.24M
|
2.71M
$42.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.5K+ 503.72% |
$874K - $929K
|
73.8K
$1.16M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
52.1KNew |
$739K - $786K
|
52.1K
$816K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
19.3K+ 11.79% |
$274K - $291K
|
183K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.5K+ 1.66% |
$220K - $234K
|
946K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.9K+ 26.73% |
$212K - $225K
|
70.8K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.8KNew |
$181K - $193K
|
12.8K
$200K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.1K+ 6.47% |
$172K - $182K
|
199K
$3.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9.63K+ 4.12% |
$137K - $145K
|
243K
$3.82M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.25K+ 18.45% |
$74.6K - $79.2K
|
33.7K
$529K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.39K+ 7.08% |
$62.4K - $66.3K
|
66.4K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.04K+ 14.9% |
$57.3K - $60.9K
|
31.1K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.44K+ 2.82% |
$48.9K - $52K
|
126K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.35KNew |
$47.6K - $50.6K
|
3.35K
$52.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
3.21K+ 0.79% |
$45.6K - $48.5K
|
412K
$6.45M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.5K+ 15.68% |
$35.5K - $37.8K
|
18.5K
$289K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.84K+ 5.11% |
$26.1K - $27.7K
|
37.7K
$592K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.47K+ 6.07% |
$20.8K - $22.1K
|
25.6K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 2.58% |
$14.2K - $15.1K
|
39.7K
$622K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
594+ 1.69% |
$8.43K - $8.96K
|
35.7K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
395+ 0.6% |
$5.61K - $5.96K
|
65.9K
$1.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
163+ 1.09% |
$2.31K - $2.46K
|
15.1K
$237K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
145+ 1.21% |
$2.06K - $2.19K
|
12.2K
$191K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
83+ 2.28% |
$1.18K - $1.25K
|
3.73K
$58.4K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
76New |
$1.08K - $1.15K
|
76
$1.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73+ 2.28% |
$1.04K - $1.1K
|
3.28K
$51.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
39+ 0.32% |
$554 - $589
|
12.2K
$192K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37+ 0.24% |
$525 - $558
|
15.6K
$245K
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
14+ 0.09% |
$199 - $211
|
15.5K
$242K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10+ 0.1% |
$142 - $151
|
10.5K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1New |
$14.2 - $15.1
|
1
$15.7
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26- 0.04% |
$369 - $392
|
64.8K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-256- 0.24% |
$3.64K - $3.86K
|
106K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1K- 0.85% |
$14.2K - $15.1K
|
116K
$1.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 1.99% |
$17.2K - $18.3K
|
59.7K
$937K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.27K- 9.19% |
$18K - $19.1K
|
12.5K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.45K- 0.59% |
$20.6K - $21.9K
|
244K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.95K- 7.05% |
$27.7K - $29.5K
|
25.8K
$404K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.23K- 16.75% |
$45.9K - $48.8K
|
16.1K
$252K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.69K- 26.31% |
$52.4K - $55.7K
|
10.3K
$162K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4.17K- 63.82% |
$59.2K - $62.9K
|
2.36K
$37K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.42K- 9.74% |
$62.8K - $66.7K
|
41K
$642K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4.75K- 44.58% |
$67.5K - $71.7K
|
5.91K
$92.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.16K- 6.97% |
$73.3K - $77.9K
|
68.9K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.33K- 3.84% |
$75.7K - $80.5K
|
134K
$2.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-6.02K- 5.21% |
$85.5K - $90.8K
|
110K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-52K- 42.2% |
$738K - $784K
|
71.2K
$1.12M
|
|
|
Jul 27, 2023
Q2 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-57K- 38.74% |
$810K - $861K
|
90.2K
$1.41M
|
|
|
Nov 16, 2023
Q2 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-57K- 38.74% |
$810K - $861K
|
90.2K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-71K- 86.86% |
$1.01M - $1.07M
|
10.7K
$168K
|