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 78 institutions that hold shares in the stock, with a total of 9.33 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 |
---|---|---|---|---|---|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
13,020
shares
|
$214,830
0.0% of portfolio
|
Q2 2024
Reduced 47.99%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
12,110
shares
|
$199,815
0.01% of portfolio
|
Q2 2024
Added 17.52%
|
|
Total Clarity Wealth Management, Inc.
|
Aug 09, 2024 Q2 2024 |
12,065
shares
|
$199,072
0.07% of portfolio
|
Q2 2024
Added 1.84%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
11,600
shares
|
$191,400
0.0% of portfolio
|
Q2 2024
Reduced 18.31%
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
10,657
shares
|
$175,840
0.03% of portfolio
|
Q2 2024
Added 2.1%
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
7,652
shares
|
$126,258
0.04% of portfolio
|
Q2 2024
Added 50.81%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
7,350
shares
|
$121,275
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
3,933
shares
|
$64,894
0.03% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,850
shares
|
$63,525
0.02% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
2,600
shares
|
$42,900
0.0% of portfolio
|
Q3 2023
Reduced 13.33%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
2,363
shares
|
$38,989
0.0% of portfolio
|
Q2 2024
Added 0.04%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
2,198
shares
|
$36,267
0.0% of portfolio
|
Q2 2024
New holding
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
1,944
shares
|
$32,076
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
1,583
shares
|
$26,119
0.01% of portfolio
|
Q4 2023
New holding
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$21,450
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
1,280
shares
|
$21,120
0.0% of portfolio
|
Q2 2024
Added 2.24%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 11, 2024 Q2 2024 |
1,000
shares
|
$16,500
0.0% of portfolio
|
Q3 2023
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,000
shares
|
$16,500
0.0% of portfolio
|
Q3 2023
New holding
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
1,000
shares
|
$16,500
0.01% of portfolio
|
Q2 2024
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
875
shares
|
$14,437
0.01% of portfolio
|
Q4 2023
Added 25.0%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
500
shares
|
$8,250
0.0% of portfolio
|
Q3 2021
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
455
shares
|
$7,507
0.0% of portfolio
|
Q2 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
450
shares
|
$7,425
0.0% of portfolio
|
Q2 2022
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
385
shares
|
$6,352
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
378
shares
|
$6,237
0.0% of portfolio
|
Q2 2024
Added 2.44%
|