Latest Institutional Transactions on Double Line Yield Opportunities Fund (DLY)
This table provides information on the latest institutional transactions involving Double Line Yield Opportunities Fund (DLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.31K+ 0.81% |
$19K - $21.2K
|
163K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-88K- 7.78% |
$1.27M - $1.42M
|
1.04M
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.22K+ 26.22% |
$133K - $148K
|
44.4K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108K+ 5.69% |
$1.56M - $1.74M
|
2M
$31M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1KNew |
$160K - $179K
|
11.1K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4KNew |
$469K - $523K
|
32.4K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
25.4KNew |
$366K - $408K
|
25.4K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.1K- 4.26% |
$44.8K - $50K
|
69.8K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
279KNew |
$4.03M - $4.49M
|
279K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.68K- 15.4% |
$111K - $124K
|
42.2K
$654K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10KNew |
$145K - $161K
|
10K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.63K+ 9.75% |
$23.5K - $26.2K
|
18.3K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.53K+ 5.25% |
$22K - $24.6K
|
30.6K
$473K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
47+ 0.16% |
$679 - $757
|
29.8K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.37K+ 6.72% |
$34.2K - $38.1K
|
37.6K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.67K+ 4.13% |
$53.1K - $59.2K
|
92.7K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
101+ 0.52% |
$1.46K - $1.63K
|
19.5K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 1.92% |
$126K - $140K
|
463K
$7.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.5KNew |
$252K - $281K
|
17.5K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
20.3KNew |
$293K - $326K
|
20.3K
$314K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.05% |
$14.5 - $16.1
|
2.17K
$33.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.64K+ 2.49% |
$23.7K - $26.4K
|
67.4K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95K+ 8.26% |
$28.1K - $31.4K
|
25.5K
$396K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.98K- 5.68% |
$28.6K - $31.8K
|
32.8K
$508K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
66.1K+ 518.33% |
$956K - $1.07M
|
78.9K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-92- 0.12% |
$1.33K - $1.48K
|
74.9K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4K+ 4.32% |
$57.8K - $64.4K
|
96.7K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.39K- 42.28% |
$107K - $119K
|
10.1K
$156K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.96K+ 8.04% |
$129K - $144K
|
120K
$1.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.5K- 42.8% |
$643K - $717K
|
59.5K
$922K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
83.4KNew |
$1.21M - $1.34M
|
83.4K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-300- 9.68% |
$4.34K - $4.83K
|
2.8K
$43.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.4K+ 17.19% |
$63.6K - $70.9K
|
30K
$464K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
291+ 2.69% |
$4.2K - $4.69K
|
11.1K
$172K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$217 - $242
|
15
$232
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-121K- 40.4% |
$1.75M - $1.95M
|
178K
$2.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.22K+ 26.29% |
$32.1K - $35.8K
|
10.7K
$165K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-3.82K- 32.34% |
$55.1K - $61.5K
|
7.98K
$124K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.55K- 34.51% |
$94.6K - $106K
|
12.4K
$193K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2KNew |
$277K - $309K
|
19.2K
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.2K+ 35.23% |
$89.5K - $99.8K
|
23.8K
$368K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.03K- 0.52% |
$14.9K - $16.6K
|
197K
$3.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
701+ 0.61% |
$10.1K - $11.3K
|
116K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
27.9KNew |
$403K - $449K
|
27.9K
$432K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35.1KNew |
$508K - $566K
|
35.1K
$544K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.82K+ 16.56% |
$127K - $142K
|
62.1K
$961K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
315+ 2.11% |
$4.55K - $5.07K
|
15.3K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-651- 5.22% |
$9.41K - $10.5K
|
11.8K
$183K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-27- 0.2% |
$390 - $435
|
13.5K
$209K
|