Purchases and Sales Made in Q3 2022 in Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
233K+ 9.94% |
$3.29M - $3.79M
|
2.57M
$40.1M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.4K+ 23.92% |
$458K - $528K
|
168K
$2.62M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.8K+ 29.52% |
$408K - $469K
|
127K
$1.97M
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
22.6KNew |
$319K - $367K
|
22.6K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 8.41% |
$166K - $191K
|
152K
$2.36M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.7K+ 18.79% |
$152K - $175K
|
67.9K
$1.06M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10KNew |
$141K - $163K
|
10K
$156K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.4KNew |
$133K - $153K
|
9.4K
$147K
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.22K+ 8.93% |
$130K - $150K
|
112K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.77K+ 118.27% |
$124K - $143K
|
16.2K
$252K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.81K+ 1.44% |
$96.3K - $111K
|
480K
$7.48M
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.21K+ 13.8% |
$59.5K - $68.5K
|
34.7K
$541K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.59K+ 38.9% |
$50.7K - $58.4K
|
12.8K
$200K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.12K+ 5.86% |
$44K - $50.7K
|
56.3K
$877K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.07K+ 161.46% |
$43.4K - $50K
|
4.97K
$77.5K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 17.04% |
$37.4K - $43K
|
18.2K
$283K
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.18K+ 0.87% |
$30.7K - $35.4K
|
252K
$3.93M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.03K+ 6.17% |
$28.6K - $33K
|
34.9K
$543K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 11.76% |
$28.3K - $32.5K
|
19K
$296K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.56K+ 8.9% |
$22K - $25.4K
|
19.1K
$297K
|
|
Oct 14, 2022
Q3 2022
|
R.P. Boggs & Co.
|
BUY
|
- |
965+ 0.36% |
$13.6K - $15.7K
|
270K
$4.21M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
700+ 1.79% |
$9.89K - $11.4K
|
39.8K
$620K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
650+ 0.88% |
$9.18K - $10.6K
|
74.8K
$1.17M
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
211+ 2.11% |
$2.98K - $3.43K
|
10.2K
$159K
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
193+ 1.84% |
$2.73K - $3.14K
|
10.7K
$166K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
146New |
$2.06K - $2.38K
|
146
$2.27K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.11% |
$1.02K - $1.17K
|
3.48K
$54.2K
|
|
Oct 17, 2022
Q3 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$113 - $130
|
18.9K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.24% |
$42.4 - $48.8
|
244
$3.8K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 1.67% |
$28.3 - $32.5
|
122
$1.9K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-19- 6.79% |
$268 - $309
|
261
$4.07K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-24- 0.04% |
$339 - $390
|
63.1K
$984K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-358- 0.78% |
$5.06K - $5.82K
|
45.4K
$707K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-910- 5.53% |
$12.9K - $14.8K
|
15.5K
$242K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.09K- 8.56% |
$15.4K - $17.7K
|
11.6K
$181K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.24K- 28.9% |
$17.5K - $20.1K
|
3.04K
$47.4K
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.5K- 10.49% |
$21.2K - $24.4K
|
12.8K
$199K
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.65K- 10.73% |
$23.3K - $26.9K
|
13.7K
$214K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.69K- 3.85% |
$38K - $43.7K
|
67.2K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.77K- 4.36% |
$39.2K - $45.1K
|
60.8K
$947K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.97K- 25.85% |
$56.1K - $64.6K
|
11.4K
$178K
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-7.64K- 5.38% |
$108K - $124K
|
134K
$2.1M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-12K- 9.09% |
$169K - $195K
|
120K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.1K- 22.51% |
$241K - $278K
|
58.8K
$916K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.4K- 15.34% |
$345K - $397K
|
135K
$2.1M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-42K- 80.14% |
$593K - $683K
|
10.4K
$162K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-42K- 80.14% |
$593K - $683K
|
10.4K
$162K
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-138K- 58.02% |
$1.95M - $2.25M
|
99.8K
$1.56M
|