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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250New |
$3.41K - $3.76K
|
250
$4.11K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
175+ 25.0% |
$2.39K - $2.63K
|
875
$14.4K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
91.6KNew |
$1.28M - $1.39M
|
91.6K
$1.51M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24.9KNew |
$350K - $378K
|
24.9K
$410K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
24.1KNew |
$338K - $367K
|
24.1K
$397K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.3K+ 203.03% |
$327K - $354K
|
34.8K
$573K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1KNew |
$14K - $15.2K
|
1K
$16.4K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$14K - $15.2K
|
1K
$16.4K
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
455New |
$6.12K - $6.61K
|
455
$7.48K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 4.55% |
$13.4 - $14.5
|
23
$378
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14KNew |
$185K - $208K
|
14K
$230K
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
19.2KNew |
$249K - $274K
|
19.2K
$316K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.3KNew |
$211K - $232K
|
16.3K
$268K
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
15KNew |
$194K - $213K
|
15K
$246K
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.16K+ 7.59% |
$66.8K - $73.5K
|
73.2K
$1.2M
|
|
Q3 2022 | |||||||
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
43.3KNew |
$584K - $670K
|
43.3K
$711K
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
32KNew |
$432K - $496K
|
32K
$527K
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
10K+ 100.0% |
$135K - $155K
|
20K
$329K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5KNew |
$67.5K - $77.5K
|
5K
$82.2K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
900New |
$12.1K - $13.9K
|
900
$14.8K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
46.7KNew |
$653K - $813K
|
46.7K
$768K
|
|
Aug 15, 2022
Q2 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13KNew |
$182K - $226K
|
13K
$214K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.9KNew |
$166K - $206K
|
11.9K
$195K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
3.01KNew |
$42.2K - $52.5K
|
3.01K
$49.6K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
824New |
$11.5K - $14.4K
|
824
$13.5K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
450New |
$6.3K - $7.84K
|
450
$7.4K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
351New |
$4.91K - $6.11K
|
351
$5.77K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
150New |
$2.1K - $2.61K
|
150
$2.47K
|
|
Q1 2022 | |||||||
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1KNew |
$16.3K - $18.8K
|
1K
$16.4K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
300New |
$4.9K - $5.63K
|
300
$4.93K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
15New |
$245 - $281
|
15
$247
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
132K+ 195.57% |
$2.38M - $2.62M
|
200K
$3.29M
|
|
Q3 2021 | |||||||
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
500New |
$9.49K - $10.1K
|
500
$8.22K
|
|
Q1 2021 | |||||||
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.5KNew |
$46.7K - $49K
|
2.5K
$41.1K
|
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
905+ 1.31% |
$16.9K - $17.7K
|
70.2K
$1.15M
|