Purchases and Sales Made in Q4 2022 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 Q4 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
Feb 08, 2023 Q4 2022
Herr Investment Group LLC

Austin, TX
BUY
 -
382K
New
$5.29M - $5.73M
382K $5.95M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
316K
+ 65.93%
$4.38M - $4.75M
797K $12.4M
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
186K
+ 975.47%
$2.58M - $2.79M
205K $3.2M
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
45.3K
+ 35.77%
$627K - $680K
172K $2.68M
Feb 02, 2023 Q4 2022
Ignite Planners, LLC

BUY
 -
30.2K
New
$419K - $454K
30.2K $471K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
28.5K
New
$394K - $427K
28.5K $443K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
18.7K
+ 146.08%
$259K - $281K
31.5K $491K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
17.6K
New
$243K - $264K
17.6K $274K
Jan 31, 2023 Q4 2022
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
14.8K
New
$205K - $223K
14.8K $231K
Jan 24, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
13.9K
+ 139.41%
$193K - $209K
23.9K $373K
Jan 17, 2023 Q4 2022
Twelve Points Wealth Management LLC

BUY
 -
9.3K
+ 8.27%
$129K - $140K
122K $1.9M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
8.01K
New
$111K - $120K
8.01K $125K
Feb 14, 2023 Q4 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
7.29K
+ 45.08%
$101K - $109K
23.5K $366K
Feb 14, 2023 Q4 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
6.17K
+ 10.15%
$85.4K - $92.6K
67K $1.04M
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
4.61K
+ 92.64%
$63.8K - $69.2K
9.58K $149K
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.46K
+ 4.19%
$34.1K - $37K
61.3K $955K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
2.4K
New
$33.2K - $36K
2.4K $37.4K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.9K
New
$26.3K - $28.5K
1.9K $29.6K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
1.8K
+ 18.95%
$24.9K - $27K
11.3K $176K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
1.73K
New
$23.9K - $25.9K
1.73K $26.9K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
1.13K
+ 1.67%
$15.6K - $16.9K
68.3K $1.06M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
844
+ 2.12%
$11.7K - $12.7K
40.6K $633K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
600
+ 5.16%
$8.31K - $9.01K
12.2K $190K
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
232
+ 2.28%
$3.21K - $3.48K
10.4K $162K
Jan 26, 2023 Q4 2022
Sky Oak Wealth, LLC

BUY
 -
143
+ 1.04%
$1.98K - $2.15K
13.9K $216K
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
125
+ 0.22%
$1.73K - $1.88K
56.4K $879K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
92
+ 3.02%
$1.27K - $1.38K
3.14K $48.9K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
79
+ 2.27%
$1.09K - $1.19K
3.56K $55.5K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
47
New
$651 - $705
47 $732
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
35
+ 0.23%
$485 - $525
15.6K $243K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3
+ 2.46%
$41.6 - $45
125 $1.95K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
3
+ 0.01%
$41.6 - $45
45.4K $707K
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

SELL
 -
-319
- 0.51%
$4.42K - $4.79K
62.8K $979K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-523
- 10.43%
$7.24K - $7.85K
4.49K $69.9K
Jan 17, 2023 Q4 2022
Integrated Capital Management, Inc.

SELL
 -
-563
- 5.28%
$7.8K - $8.45K
10.1K $157K
Feb 17, 2023 Q4 2022
Truist Financial Corp

SELL
 -
-848
- 7.44%
$11.7K - $12.7K
10.6K $164K
Feb 13, 2023 Q4 2022
Kercheville Advisors, LLC

SELL
 -
-981
- 5.19%
$13.6K - $14.7K
17.9K $279K
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

SELL
 -
-1.3K
- 36.46%
$18K - $19.5K
2.27K $35.3K
Feb 13, 2023 Q4 2022
Apriem Advisors

Irvine, CA
SELL
 -
-2.05K
- 6.01%
$28.4K - $30.8K
32.1K $499K
Feb 10, 2023 Q4 2022
Ci Investments Inc.

Toronto, A6
SELL
 -
-2.11K
- 6.06%
$29.2K - $31.6K
32.6K $508K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-2.77K
- 15.27%
$38.4K - $41.6K
15.4K $240K
Feb 15, 2023 Q4 2022
Fort Sheridan Advisors LLC

Highland Park, IL
SELL
 -
-3.3K
- 14.62%
$45.7K - $49.5K
19.3K $300K
Jan 30, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-4.68K
- 19.54%
$64.8K - $70.2K
19.3K $300K
Jan 27, 2023 Q4 2022
Joel Isaacson & Co., LLC

SELL
 -
-8.56K
- 45.07%
$119K - $129K
10.4K $163K
Feb 13, 2023 Q4 2022
Invesco Ltd.

Atlanta, GA
SELL
 -
-9.17K
- 6.8%
$127K - $138K
126K $1.96M
Feb 07, 2023 Q4 2022
Horizon Kinetics Asset Management LLC

SELL
 -
-10.1K
- 7.49%
$140K - $151K
124K $1.94M
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-12.6K
- 18.56%
$175K - $189K
55.3K $862K
Jan 25, 2023 Q4 2022
R.P. Boggs & Co.

SELL
 -
-15.7K
- 5.8%
$217K - $235K
254K $3.96M
Feb 06, 2023 Q4 2022
Aviance Capital Partners, LLC

Naples, FL
SELL
 -
-21.7K
- 8.61%
$301K - $326K
231K $3.6M

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