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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.5K- 5.31% |
$22.8K - $23.8K
|
26.7K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3K- 12.98% |
$45.5K - $47.7K
|
20.1K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.75K- 0.99% |
$87.2K - $91.3K
|
576K
$9.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.76K- 2.96% |
$103K - $107K
|
221K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.14K- 67.15% |
$123K - $129K
|
3.98K
$62.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.6K- 81.25% |
$313K - $328K
|
4.76K
$74.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-25.9K- 19.0% |
$393K - $412K
|
111K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.8K- 12.97% |
$527K - $552K
|
233K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-39.2K- 69.12% |
$595K - $623K
|
17.5K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-40.2K- 58.42% |
$610K - $639K
|
28.6K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290K- 34.76% |
$4.4M - $4.6M
|
544K
$8.54M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.15M- 93.64% |
$32.7M - $34.2M
|
146K
$2.3M
|