Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-452K- 46.48% |
$6.53M - $7.29M
|
521K
$8.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-121K- 40.4% |
$1.75M - $1.95M
|
178K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-88K- 7.78% |
$1.27M - $1.42M
|
1.04M
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-61.5K- 63.34% |
$889K - $991K
|
35.6K
$555K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.5K- 42.8% |
$643K - $717K
|
59.5K
$927K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.39K- 42.28% |
$107K - $119K
|
10.1K
$157K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.55K- 34.51% |
$94.6K - $106K
|
12.4K
$194K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-3.82K- 32.34% |
$55.1K - $61.5K
|
7.98K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.1K- 4.26% |
$44.8K - $50K
|
69.8K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.98K- 5.68% |
$28.6K - $31.8K
|
32.8K
$511K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.03K- 0.52% |
$14.9K - $16.6K
|
197K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-651- 5.22% |
$9.41K - $10.5K
|
11.8K
$184K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-344- 0.91% |
$4.97K - $5.54K
|
37.4K
$583K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-300- 9.68% |
$4.34K - $4.83K
|
2.8K
$43.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-92- 0.12% |
$1.33K - $1.48K
|
74.9K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-27- 0.2% |
$390 - $435
|
13.5K
$211K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-609Closed |
$9.62K - $9.98K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-189- 4.79% |
$2.99K - $3.1K
|
3.75K
$58.5K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-76K- 30.28% |
$1.19M - $1.26M
|
175K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-910- 8.78% |
$14.2K - $15.1K
|
9.46K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-500- 31.59% |
$7.82K - $8.28K
|
1.08K
$16.9K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-223K- 36.84% |
$3.36M - $3.57M
|
383K
$5.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-26.9K- 37.33% |
$404K - $429K
|
45.1K
$703K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.1K- 13.03% |
$152K - $161K
|
67.3K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-2.75K- 9.23% |
$41.4K - $43.9K
|
27.1K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.2K- 5.75% |
$18K - $19.2K
|
19.7K
$307K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.05K- 6.08% |
$15.8K - $16.8K
|
16.2K
$252K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500- 11.49% |
$7.35K - $7.97K
|
3.85K
$60K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-96.1K- 65.21% |
$1.35M - $1.46M
|
51.3K
$799K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-18.5K- 12.25% |
$249K - $269K
|
133K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-5.51K- 7.51% |
$74.1K - $80.1K
|
67.9K
$1.06M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-136K- 49.62% |
$1.8M - $2.03M
|
139K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
SELL
|
- |
-11.2K- 31.05% |
$148K - $167K
|
24.9K
$389K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-33.7K- 27.82% |
$436K - $480K
|
87.5K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12.3K- 76.27% |
$160K - $176K
|
3.84K
$59.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-11.1K- 11.43% |
$144K - $159K
|
86.2K
$1.34M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-32.5K- 64.23% |
$438K - $503K
|
18.1K
$282K
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.86K- 1.18% |
$25.1K - $28.8K
|
156K
$2.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-540- 4.56% |
$7.28K - $8.36K
|
11.3K
$176K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-472K- 74.7% |
$6.6M - $8.22M
|
160K
$2.49M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-41.9KClosed |
$586K - $729K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-32.3K- 8.04% |
$451K - $562K
|
369K
$5.75M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$162K - $202K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-2.5KClosed |
$35K - $43.5K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$16.8K - $20.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-488- 3.18% |
$6.83K - $8.5K
|
14.9K
$232K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-149KClosed |
$2.43M - $2.8M
|
0
$0
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-25.7KClosed |
$420K - $482K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3.1KClosed |
$50.6K - $58.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.3KClosed |
$21.2K - $24.4K
|
0
$0
|
|