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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108K+ 5.69% |
$1.56M - $1.74M
|
2M
$31M
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
83.4KNew |
$1.21M - $1.34M
|
83.4K
$1.29M
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
66.1K+ 518.33% |
$956K - $1.07M
|
78.9K
$1.22M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35.1KNew |
$508K - $566K
|
35.1K
$544K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4KNew |
$469K - $523K
|
32.4K
$503K
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
27.9KNew |
$403K - $449K
|
27.9K
$432K
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
25.4KNew |
$366K - $408K
|
25.4K
$393K
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
20.3KNew |
$293K - $326K
|
20.3K
$314K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2KNew |
$277K - $309K
|
19.2K
$297K
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.5KNew |
$252K - $281K
|
17.5K
$270K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1KNew |
$160K - $179K
|
11.1K
$172K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10KNew |
$145K - $161K
|
10K
$155K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.22K+ 26.22% |
$133K - $148K
|
44.4K
$687K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.96K+ 8.04% |
$129K - $144K
|
120K
$1.87M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.82K+ 16.56% |
$127K - $142K
|
62.1K
$961K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 1.92% |
$126K - $140K
|
463K
$7.18M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.98K+ 4.12% |
$101K - $112K
|
176K
$2.73M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.2K+ 35.23% |
$89.5K - $99.8K
|
23.8K
$368K
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.4K+ 17.19% |
$63.6K - $70.9K
|
30K
$464K
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4K+ 4.32% |
$57.8K - $64.4K
|
96.7K
$1.5M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.91K+ 3.81% |
$56.5K - $63K
|
107K
$1.65M
|
|
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
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.37K+ 6.72% |
$34.2K - $38.1K
|
37.6K
$582K
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.22K+ 26.29% |
$32.1K - $35.8K
|
10.7K
$165K
|
|
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
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.64K+ 2.49% |
$23.7K - $26.4K
|
67.4K
$1.04M
|
|
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
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
701+ 0.61% |
$10.1K - $11.3K
|
116K
$1.8M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
315+ 2.11% |
$4.55K - $5.07K
|
15.3K
$236K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
291+ 2.69% |
$4.2K - $4.69K
|
11.1K
$172K
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
266+ 1.96% |
$3.84K - $4.29K
|
13.8K
$214K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
101+ 0.52% |
$1.46K - $1.63K
|
19.5K
$303K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
47+ 0.16% |
$679 - $757
|
29.8K
$462K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 2.27% |
$448 - $499
|
1.4K
$21.6K
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$217 - $242
|
15
$232
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.05% |
$14.5 - $16.1
|
2.17K
$33.6K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.4K+ 12.49% |
$1.02M - $1.05M
|
580K
$8.98M
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$198K - $205K
|
12.5K
$194K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.77K+ 2.93% |
$123K - $127K
|
273K
$4.23M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.97KNew |
$110K - $114K
|
6.97K
$108K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.82KNew |
$108K - $112K
|
6.82K
$106K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$31.6K - $32.8K
|
2K
$31K
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
128+ 0.34% |
$2.02K - $2.1K
|
37.7K
$585K
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
76+ 0.72% |
$1.2K - $1.24K
|
10.7K
$166K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.8KNew |
$794K - $841K
|
50.8K
$786K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
45.5K+ 307.07% |
$711K - $753K
|
60.3K
$934K
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.5KNew |
$289K - $306K
|
18.5K
$286K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.5KNew |
$179K - $190K
|
11.5K
$177K
|