Purchases and Sales Made in Q3 2023 in Double Line Opportunistic Credit Fund (DBL)

DBL Quotes by TradingView

This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q3 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
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
134K
+ 203.54%
$1.89M - $2M
200K $3.14M
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
133K
New
$1.87M - $1.97M
133K $2.08M
Nov 13, 2023 Q3 2023
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
74K
+ 2.73%
$1.04M - $1.1M
2.78M $43.6M
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
51.8K
+ 280.47%
$731K - $772K
70.2K $1.1M
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
35.4K
+ 33.38%
$500K - $527K
141K $2.22M
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
34.6K
+ 66.42%
$488K - $515K
86.6K $1.36M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
33.5K
+ 50.39%
$473K - $499K
99.9K $1.57M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
24.8K
New
$350K - $369K
24.8K $388K
Oct 25, 2023 Q3 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
24K
+ 21.93%
$339K - $358K
134K $2.09M
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
19.5K
+ 28.27%
$275K - $290K
88.4K $1.39M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
13.1K
+ 1.38%
$185K - $195K
959K $15M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
12.4K
+ 16.86%
$176K - $185K
86.2K $1.35M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
10.2K
New
$144K - $152K
10.2K $160K
Oct 18, 2023 Q3 2023
Twelve Points Wealth Management LLC

BUY
 -
9.84K
+ 5.37%
$139K - $147K
193K $3.03M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
7.07K
+ 3.56%
$99.8K - $105K
206K $3.23M
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
4.62K
+ 14.85%
$65.3K - $68.9K
35.8K $561K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
4.12K
+ 11.54%
$58.2K - $61.4K
39.8K $624K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.95K
New
$41.7K - $44K
2.95K $46.3K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.83K
+ 11.05%
$40K - $42.2K
28.5K $446K
Nov 13, 2023 Q3 2023
Beacon Harbor Wealth Advisors, Inc.

BUY
 -
2K
+ 16.26%
$28.2K - $29.8K
14.3K $224K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
1.25K
+ 37.31%
$17.7K - $18.6K
4.6K $72.1K
Nov 08, 2023 Q3 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
500
+ 3.11%
$7.06K - $7.45K
16.6K $260K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
426
New
$6.02K - $6.35K
426 $6.68K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
290
+ 2.31%
$4.09K - $4.32K
12.8K $201K
Oct 30, 2023 Q3 2023
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
167
+ 1.1%
$2.36K - $2.49K
15.3K $240K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
86
+ 2.31%
$1.21K - $1.28K
3.81K $59.8K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
76
+ 2.32%
$1.07K - $1.13K
3.36K $52.6K
Nov 06, 2023 Q3 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
39
+ 0.32%
$551 - $581
12.3K $192K
Oct 11, 2023 Q3 2023
Kercheville Advisors, LLC

BUY
 -
15
+ 0.1%
$212 - $224
15.5K $242K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
11
+ 0.11%
$155 - $164
10.5K $164K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
9
+ 0.38%
$127 - $134
2.37K $37.2K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
1
+ 1.32%
$14.1 - $14.9
77 $1.21K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-65
- 0.51%
$918 - $969
12.7K $199K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

SELL
 -
-145
- 1.19%
$2.05K - $2.16K
12K $189K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-171
- 0.51%
$2.41K - $2.55K
33.5K $526K
Nov 14, 2023 Q3 2023
Horizon Kinetics Asset Management LLC

SELL
 -
-364
- 0.51%
$5.14K - $5.42K
70.8K $1.11M
Nov 14, 2023 Q3 2023
Herr Investment Group LLC

Austin, TX
SELL
 -
-366
- 0.09%
$5.17K - $5.45K
411K $6.45M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-770
- 2.04%
$10.9K - $11.5K
37K $580K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-4.4K
- 3.5%
$62.1K - $65.5K
121K $1.9M
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

SELL
 -
-5.22K
- 88.33%
$73.7K - $77.7K
689 $10.8K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-6.18K
- 15.08%
$87.2K - $92K
34.8K $546K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

SELL
 -
-9.5K
- 84.07%
$134K - $142K
1.8K $28.2K
Nov 14, 2023 Q3 2023
Family Management Corp

New York, NY
SELL
 -
-11.5K
- 44.47%
$162K - $171K
14.3K $224K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-13.7K
- 34.52%
$193K - $204K
26K $407K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-22.9K
- 17.13%
$323K - $341K
111K $1.74M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-94.4K
- 38.75%
$1.33M - $1.41M
149K $2.34M
Nov 06, 2023 Q3 2023
Aviance Capital Partners, LLC

Naples, FL
SELL
 -
-95.5K
- 39.23%
$1.35M - $1.42M
148K $2.32M

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