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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.98K+ 4.12% |
$101K - $112K
|
176K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.91K+ 3.81% |
$56.5K - $63K
|
107K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
266+ 1.96% |
$3.84K - $4.29K
|
13.8K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 2.27% |
$448 - $499
|
1.4K
$21.5K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
198KNew |
$3.12M - $3.24M
|
198K
$3.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
124K+ 70.7% |
$1.96M - $2.03M
|
299K
$4.61M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
92.4K+ 795.97% |
$1.46M - $1.51M
|
104K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.4K+ 12.49% |
$1.02M - $1.05M
|
580K
$8.92M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 26.77% |
$297K - $308K
|
89K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.1K+ 0.8% |
$239K - $248K
|
1.89M
$29.1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
14.4K+ 93.75% |
$228K - $236K
|
29.8K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13.3K+ 13.56% |
$210K - $218K
|
112K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.8KNew |
$202K - $209K
|
12.8K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$198K - $205K
|
12.5K
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$197K - $204K
|
12.5K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.77K+ 2.93% |
$123K - $127K
|
273K
$4.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.97KNew |
$110K - $114K
|
6.97K
$107K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.82KNew |
$108K - $112K
|
6.82K
$105K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.5K+ 18.55% |
$86.9K - $90.1K
|
35.2K
$541K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.85K+ 23.37% |
$76.6K - $79.4K
|
25.6K
$394K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.51K+ 5.64% |
$55.4K - $57.5K
|
65.7K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.9K+ 8.98% |
$45.8K - $47.5K
|
35.2K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$31.6K - $32.8K
|
2K
$30.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
803+ 0.07% |
$12.7K - $13.2K
|
1.13M
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
793+ 10.35% |
$12.5K - $13K
|
8.45K
$130K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
658+ 0.57% |
$10.4K - $10.8K
|
115K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
598+ 0.8% |
$9.45K - $9.8K
|
75K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
308+ 1.32% |
$4.87K - $5.05K
|
23.6K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
184+ 1.06% |
$2.91K - $3.01K
|
17.6K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
142+ 1.33% |
$2.24K - $2.33K
|
10.8K
$166K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
128+ 0.34% |
$2.02K - $2.1K
|
37.7K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
76+ 0.72% |
$1.2K - $1.24K
|
10.7K
$165K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.05% |
$15.8 - $16.4
|
2.17K
$33.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.8KNew |
$794K - $841K
|
50.8K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
45.5K+ 307.07% |
$711K - $753K
|
60.3K
$928K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.9KNew |
$327K - $346K
|
20.9K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.5KNew |
$289K - $306K
|
18.5K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.5KNew |
$179K - $190K
|
11.5K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$163K - $173K
|
10.5K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.21KNew |
$81.5K - $86.2K
|
5.21K
$80.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.31K+ 564.51% |
$51.7K - $54.8K
|
3.89K
$59.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.2K+ 18.68% |
$50.1K - $53K
|
20.3K
$313K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3.1KNew |
$48.5K - $51.3K
|
3.1K
$47.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.5K+ 57.69% |
$23.5K - $24.8K
|
4.1K
$63.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
950+ 7.32% |
$14.9K - $15.7K
|
13.9K
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
850New |
$13.3K - $14.1K
|
850
$13.1K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
680New |
$10.6K - $11.3K
|
680
$10.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
610New |
$9.54K - $10.1K
|
610
$9.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
590+ 129.67% |
$9.23K - $9.77K
|
1.05K
$16.1K
|
|