Latest Institutional Purchases of Double Line Yield Opportunities Fund (DLY)
This list provides information on the latest institutional transactions involving Double Line Yield Opportunities Fund (DLY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
270K+ 16.83% |
$4.23M - $4.48M
|
1.88M
$30.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
265KNew |
$4.15M - $4.39M
|
265K
$4.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
99.2KNew |
$1.55M - $1.64M
|
99.2K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.8KNew |
$794K - $841K
|
50.8K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
45.5K+ 307.07% |
$711K - $753K
|
60.3K
$976K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.2K+ 17.6% |
$410K - $435K
|
175K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.1K+ 119.14% |
$346K - $366K
|
40.7K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.9KNew |
$327K - $346K
|
20.9K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.5KNew |
$289K - $306K
|
18.5K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15K+ 23.85% |
$235K - $249K
|
78.1K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.2K+ 91.91% |
$222K - $235K
|
29.7K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.6K+ 25.41% |
$197K - $209K
|
62.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.5KNew |
$179K - $190K
|
11.5K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
11.2K+ 1.0% |
$175K - $186K
|
1.13M
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10.6KNew |
$166K - $176K
|
10.6K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$163K - $173K
|
10.5K
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.48K+ 1.9% |
$133K - $140K
|
456K
$7.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.05K+ 70.61% |
$126K - $133K
|
19.5K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
7.66KNew |
$120K - $127K
|
7.66K
$124K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.68K+ 21.35% |
$88.9K - $94.1K
|
32.3K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5.43K+ 79.02% |
$85K - $90K
|
12.3K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.21KNew |
$81.5K - $86.2K
|
5.21K
$84.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.18K+ 25.03% |
$65.3K - $69.2K
|
20.9K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.5K+ 1.82% |
$54.7K - $58K
|
196K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.31K+ 564.51% |
$51.7K - $54.8K
|
3.89K
$63K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3.1KNew |
$48.5K - $51.3K
|
3.1K
$50.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.56K+ 3.79% |
$40.1K - $42.4K
|
70.2K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.47K+ 2.58% |
$38.6K - $40.9K
|
98.2K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.23K+ 14.67% |
$34.8K - $36.9K
|
17.4K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.65K+ 8.65% |
$25.8K - $27.3K
|
20.7K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.5K+ 57.69% |
$23.5K - $24.8K
|
4.1K
$66.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.48K+ 1.31% |
$23.2K - $24.5K
|
115K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
950+ 7.32% |
$14.9K - $15.7K
|
13.9K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
850New |
$13.3K - $14.1K
|
850
$13.8K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
680New |
$10.6K - $11.3K
|
680
$11K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
640+ 0.87% |
$10K - $10.6K
|
74.4K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
615+ 3.68% |
$9.62K - $10.2K
|
17.3K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
610New |
$9.54K - $10.1K
|
610
$9.88K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
609New |
$9.52K - $10.1K
|
609
$9.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
590+ 129.67% |
$9.23K - $9.77K
|
1.05K
$16.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
399+ 0.23% |
$6.24K - $6.61K
|
173K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
150New |
$2.35K - $2.48K
|
150
$2.43K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
102+ 0.6% |
$1.6K - $1.69K
|
17K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
38New |
$594 - $629
|
38
$615
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 2.22% |
$454 - $480
|
1.34K
$21.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 0.13% |
$78.2 - $82.8
|
3.94K
$63.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 2.82% |
$31.3 - $33.1
|
73
$1.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
76.7K+ 479.28% |
$1.2M - $1.29M
|
92.7K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.1K+ 76.44% |
$315K - $337K
|
46.3K
$750K
|
|