Purchases and Sales Made in Q2 2024 in Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
144KNew |
$2.11M - $2.21M
|
144K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
89.3K+ 26.43% |
$1.31M - $1.37M
|
427K
$6.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
56.1KNew |
$821K - $862K
|
56.1K
$880K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39.4K+ 38.42% |
$577K - $606K
|
142K
$2.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
35.7K+ 16.33% |
$523K - $549K
|
255K
$3.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.6K+ 256.27% |
$405K - $425K
|
38.4K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
26.8K+ 24.76% |
$393K - $412K
|
135K
$2.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.6K+ 14.4% |
$345K - $362K
|
187K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.4K+ 9.78% |
$342K - $359K
|
262K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.2KNew |
$238K - $249K
|
16.2K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
15.2KNew |
$222K - $233K
|
15.2K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 15.65% |
$221K - $232K
|
111K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.8K+ 8.11% |
$172K - $181K
|
157K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.4K+ 11.59% |
$167K - $175K
|
110K
$1.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.61K+ 8.04% |
$141K - $148K
|
129K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.33KNew |
$137K - $143K
|
9.33K
$146K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.86K+ 8.61% |
$56.5K - $59.3K
|
48.6K
$763K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.72K+ 17.8% |
$54.5K - $57.2K
|
24.6K
$386K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.88K+ 2.48% |
$27.5K - $28.8K
|
77.4K
$1.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.8K+ 5.28% |
$26.3K - $27.6K
|
35.9K
$562K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.56K+ 5.68% |
$22.9K - $24K
|
29K
$455K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.2K+ 4.17% |
$17.6K - $18.4K
|
30K
$470K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
700+ 1.68% |
$10.2K - $10.8K
|
42.3K
$663K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
650+ 5.92% |
$9.52K - $9.98K
|
11.6K
$182K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
159+ 1.58% |
$2.33K - $2.44K
|
10.2K
$161K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
88+ 2.21% |
$1.29K - $1.35K
|
4.07K
$63.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78+ 2.22% |
$1.14K - $1.2K
|
3.59K
$56.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17+ 0.02% |
$249 - $261
|
102K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 0.93% |
$117 - $123
|
872
$13.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
5+ 2.26% |
$73.2 - $76.8
|
226
$3.54K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-68- 2.91% |
$996 - $1.04K
|
2.27K
$35.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-137- 0.08% |
$2.01K - $2.1K
|
182K
$2.85M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-516- 1.06% |
$7.55K - $7.93K
|
48.1K
$755K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-604- 2.24% |
$8.84K - $9.28K
|
26.4K
$413K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-902- 1.1% |
$13.2K - $13.9K
|
80.8K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-927- 1.31% |
$13.6K - $14.2K
|
69.9K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-984- 6.56% |
$14.4K - $15.1K
|
14K
$220K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.01K- 8.15% |
$14.8K - $15.6K
|
11.4K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.26K- 1.21% |
$18.4K - $19.3K
|
102K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.36K- 55.85% |
$19.9K - $20.9K
|
1.08K
$16.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.76K- 5.84% |
$25.7K - $27K
|
28.3K
$444K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.76K- 11.86% |
$25.8K - $27.1K
|
13.1K
$206K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.77K- 4.24% |
$25.9K - $27.2K
|
40K
$627K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.99K- 0.35% |
$43.7K - $45.9K
|
849K
$13.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.99K- 0.35% |
$43.7K - $45.9K
|
849K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.69K- 0.86% |
$68.7K - $72K
|
538K
$8.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.56K- 22.28% |
$96.1K - $101K
|
22.9K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.01K- 3.64% |
$132K - $138K
|
239K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.3K- 19.52% |
$195K - $205K
|
54.9K
$861K
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-121K- 29.98% |
$1.77M - $1.86M
|
283K
$4.44M
|