Purchases and Sales Made in Q4 2023 in Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
943K+ 1342.69% |
$13.1M - $14.6M
|
1.01M
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
420K+ 346.34% |
$5.83M - $6.53M
|
542K
$8.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
201K+ 151.66% |
$2.79M - $3.12M
|
333K
$5.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
162KNew |
$2.24M - $2.51M
|
162K
$2.52M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 13.1% |
$1.54M - $1.73M
|
960K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
82.2K+ 2.96% |
$1.14M - $1.28M
|
2.86M
$44.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
41.4K+ 104.06% |
$575K - $644K
|
81.3K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
29.1K+ 21.8% |
$404K - $452K
|
163K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.8KNew |
$288K - $322K
|
20.8K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.2K+ 24.29% |
$239K - $267K
|
88K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
15.6KNew |
$217K - $243K
|
15.6K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
15KNew |
$208K - $233K
|
15K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
13.8KNew |
$192K - $215K
|
13.8K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6KNew |
$161K - $181K
|
11.6K
$181K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.6KNew |
$161K - $180K
|
11.6K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11K+ 42.33% |
$153K - $171K
|
37K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 10.64% |
$147K - $165K
|
111K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.23K+ 4.78% |
$128K - $143K
|
202K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.46K+ 17.47% |
$89.6K - $100K
|
43.4K
$677K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.03K+ 7.0% |
$83.7K - $93.7K
|
92.2K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$34.7K - $38.8K
|
2.5K
$39K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 6.16% |
$24.3K - $27.2K
|
30.2K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.24K+ 0.13% |
$17.2K - $19.3K
|
960K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.08K+ 0.52% |
$15K - $16.8K
|
207K
$3.22M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
785+ 2.34% |
$10.9K - $12.2K
|
34.3K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
220New |
$3.05K - $3.42K
|
220
$3.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
216New |
$3K - $3.35K
|
216
$3.37K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
172+ 1.12% |
$2.39K - $2.67K
|
15.5K
$241K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
88+ 2.31% |
$1.22K - $1.37K
|
3.9K
$60.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
76+ 2.26% |
$1.05K - $1.18K
|
3.43K
$53.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 2.32% |
$222 - $248
|
705
$11K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.07% |
$97.1 - $109
|
10.5K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-50- 0.18% |
$694 - $777
|
28.1K
$438K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-258- 2.03% |
$3.58K - $4.01K
|
12.4K
$194K
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-485- 3.14% |
$6.73K - $7.53K
|
15K
$233K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.06K- 34.87% |
$14.7K - $16.4K
|
1.97K
$30.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.21K- 53.29% |
$16.8K - $18.8K
|
1.06K
$16.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.26K- 3.52% |
$17.5K - $19.6K
|
34.5K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.52K- 64.07% |
$21.1K - $23.6K
|
852
$13.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.83K- 15.25% |
$25.4K - $28.5K
|
10.2K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.31K- 3.74% |
$45.9K - $51.4K
|
85.1K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.7K- 13.5% |
$65.1K - $72.9K
|
30.1K
$469K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.09K- 4.6% |
$70.6K - $79.1K
|
106K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.2K- 2.6% |
$72.1K - $80.7K
|
195K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-8.21K- 2.0% |
$114K - $127K
|
403K
$6.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-12.5K- 10.78% |
$173K - $194K
|
103K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.9K- 10.63% |
$220K - $246K
|
133K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.9K- 17.6% |
$345K - $386K
|
116K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-72.5K- 49.0% |
$1.01M - $1.13M
|
75.4K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-947K- 93.49% |
$13.1M - $14.7M
|
66K
$1.03M
|