Purchases and Sales Made in Q4 2024 in Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL) during Q4 2024. 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 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
191K+ 6.95% |
$2.9M - $3.04M
|
2.94M
$46M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
137KNew |
$2.08M - $2.18M
|
137K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
86K+ 29.37% |
$1.3M - $1.37M
|
379K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
58.4K+ 56.9% |
$886K - $928K
|
161K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.5K+ 38.82% |
$630K - $660K
|
148K
$2.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
30.4K+ 705.58% |
$460K - $482K
|
34.7K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.7K+ 17.11% |
$405K - $424K
|
183K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
23.9KNew |
$363K - $380K
|
23.9K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22K+ 17.69% |
$333K - $349K
|
146K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.9KNew |
$286K - $300K
|
18.9K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.3K+ 3.78% |
$247K - $259K
|
448K
$7M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 6.66% |
$239K - $250K
|
252K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7KNew |
$223K - $233K
|
14.7K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.6KNew |
$221K - $232K
|
14.6K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5KNew |
$219K - $230K
|
14.5K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$210K - $220K
|
13.9K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.3KNew |
$171K - $179K
|
11.3K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
10.9KNew |
$166K - $174K
|
10.9K
$171K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10.8KNew |
$164K - $172K
|
10.8K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 6.24% |
$157K - $164K
|
176K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3KNew |
$157K - $164K
|
10.3K
$162K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.3K+ 6.98% |
$141K - $148K
|
143K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.61K+ 3.5% |
$100K - $105K
|
195K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.26K+ 8.18% |
$94.9K - $99.5K
|
82.7K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.49K+ 6.78% |
$68.1K - $71.4K
|
70.8K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.04KNew |
$30.9K - $32.3K
|
2.04K
$31.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2KNew |
$30.3K - $31.8K
|
2K
$31.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.95K+ 12.51% |
$29.5K - $30.9K
|
17.5K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.67K+ 3.62% |
$25.3K - $26.5K
|
47.8K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.31K+ 1.59% |
$19.8K - $20.8K
|
83.3K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.13K+ 150.93% |
$17.2K - $18K
|
1.88K
$29.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
700+ 0.81% |
$10.6K - $11.1K
|
87.3K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
396New |
$6.01K - $6.29K
|
396
$6.19K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
322+ 1.31% |
$4.88K - $5.12K
|
25K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200New |
$3.03K - $3.18K
|
200
$3.13K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
163+ 1.57% |
$2.47K - $2.59K
|
10.6K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
89+ 2.14% |
$1.35K - $1.41K
|
4.25K
$66.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79+ 2.16% |
$1.2K - $1.26K
|
3.74K
$58.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69+ 0.27% |
$1.05K - $1.1K
|
25.4K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$228 - $238
|
14K
$219K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 2.1% |
$167 - $175
|
535
$8.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.82% |
$30.3 - $31.8
|
112
$1.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66- 2.91% |
$1K - $1.05K
|
2.21K
$34.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-153- 66.52% |
$2.32K - $2.43K
|
77
$1.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-429- 1.33% |
$6.51K - $6.82K
|
31.9K
$499K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-437- 49.6% |
$6.63K - $6.94K
|
444
$6.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-450- 1.59% |
$6.83K - $7.15K
|
27.9K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-685- 27.57% |
$10.4K - $10.9K
|
1.8K
$28.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-700- 3.63% |
$10.6K - $11.1K
|
18.6K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-943- 3.24% |
$14.3K - $15K
|
28.1K
$439K
|