Institutional Ownership Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 9.48 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,081,349
shares
|
$34.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,877,505
shares
|
$30.8 Million
0.01% of portfolio
|
Q4 2024
Added 16.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,131,082
shares
|
$18.5 Million
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
515,209
shares
|
$8.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
455,785
shares
|
$7.47 Million
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
382,782
shares
|
$6.27 Million
0.41% of portfolio
|
Q2 2024
Reduced 36.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
265,037
shares
|
$4.34 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
196,171
shares
|
$3.21 Million
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
175,370
shares
|
$2.87 Million
0.08% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
175,007
shares
|
$2.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
174,347
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
172,734
shares
|
$2.83 Million
0.43% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,563
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
114,700
shares
|
$1.88 Million
0.94% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
99,233
shares
|
$1.63 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
98,195
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
92,685
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 479.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
78,117
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 23.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
75,508
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
74,414
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
70,216
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
62,212
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2024
Added 25.41%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
60,307
shares
|
$987,828
0.02% of portfolio
|
Q4 2024
Added 307.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
50,762
shares
|
$831,481
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
49,058
shares
|
$803,570
0.0% of portfolio
|
Q4 2024
Reduced 9.24%
|