Purchases and Sales Made in Q2 2025 in Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
R.P. Boggs & Co.
|
BUY
|
- |
233KNew |
$3.52M - $3.68M
|
233K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
102K+ 3.22% |
$1.54M - $1.61M
|
3.27M
$51.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
94.3K+ 53.85% |
$1.42M - $1.49M
|
269K
$4.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
82.3K+ 235.29% |
$1.24M - $1.3M
|
117K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
37.7K+ 8.15% |
$569K - $593K
|
500K
$7.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.6K+ 6.37% |
$552K - $576K
|
610K
$9.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.8K+ 15.59% |
$525K - $548K
|
258K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
28.5KNew |
$431K - $449K
|
28.5K
$447K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
25.4K+ 6.79% |
$383K - $399K
|
399K
$6.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 9.46% |
$367K - $383K
|
281K
$4.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
21.3K+ 25.24% |
$321K - $335K
|
106K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.2K+ 8.88% |
$291K - $303K
|
236K
$3.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.7K+ 27.34% |
$282K - $294K
|
87K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.3KNew |
$217K - $226K
|
14.3K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.8KNew |
$163K - $170K
|
10.8K
$169K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.1KNew |
$153K - $159K
|
10.1K
$159K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.41K+ 3.57% |
$142K - $148K
|
273K
$4.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.99K+ 37.59% |
$121K - $126K
|
29.2K
$458K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.53K+ 507.9% |
$83.4K - $87K
|
6.61K
$104K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.2KNew |
$63.4K - $66.1K
|
4.2K
$65.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
3.07K+ 6.51% |
$46.3K - $48.3K
|
50.2K
$787K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.86KNew |
$43.2K - $45.1K
|
2.86K
$44.9K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98K+ 1.43% |
$29.9K - $31.2K
|
141K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.23K+ 11.94% |
$18.6K - $19.4K
|
11.5K
$181K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.17K+ 0.55% |
$17.7K - $18.4K
|
214K
$3.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.14K+ 10.3% |
$17.2K - $17.9K
|
12.2K
$191K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
839+ 1.8% |
$12.7K - $13.2K
|
47.5K
$744K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
754+ 0.45% |
$11.4K - $11.9K
|
170K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
732+ 6.23% |
$11.1K - $11.5K
|
12.5K
$196K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
510+ 1.84% |
$7.7K - $8.03K
|
28.2K
$443K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
168+ 1.57% |
$2.54K - $2.65K
|
10.9K
$171K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72+ 0.28% |
$1.09K - $1.13K
|
25.5K
$401K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
38+ 0.95% |
$574 - $599
|
4.06K
$63.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.07% |
$332 - $347
|
32K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
16+ 0.11% |
$242 - $252
|
14.1K
$221K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 1.99% |
$136 - $142
|
462
$7.24K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.03% |
$136 - $142
|
27.9K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 4.46% |
$75.5 - $78.8
|
117
$1.83K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-100- 0.61% |
$1.51K - $1.58K
|
16.3K
$256K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-155- 9.31% |
$2.34K - $2.44K
|
1.51K
$23.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-349- 0.06% |
$5.27K - $5.5K
|
574K
$9M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-453- 2.59% |
$6.84K - $7.13K
|
17.1K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-550- 1.52% |
$8.31K - $8.66K
|
35.5K
$557K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-569- 2.54% |
$8.59K - $8.96K
|
21.9K
$343K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-946- 1.05% |
$14.3K - $14.9K
|
89K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.26K- 1.23% |
$19K - $19.8K
|
101K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.42K- 5.01% |
$21.4K - $22.3K
|
26.8K
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.5K- 12.66% |
$22.7K - $23.6K
|
10.4K
$162K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 9.31% |
$34.8K - $36.3K
|
22.4K
$352K
|