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 79 institutions that hold shares in the stock, with a total of 9.78 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 |
|---|---|---|---|---|---|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
12,311
shares
|
$194,883
0.06% of portfolio
|
Q4 2024
Added 79.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,879
shares
|
$188,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
11,400
shares
|
$180,462
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
10,853
shares
|
$171,802
0.03% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,369
shares
|
$164,141
0.0% of portfolio
|
Q3 2024
Added 41.07%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
7,652
shares
|
$121,131
0.04% of portfolio
|
Q2 2024
Added 50.81%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
3,937
shares
|
$62,322
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,850
shares
|
$60,945
0.02% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,000
shares
|
$47,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,600
shares
|
$41,158
0.0% of portfolio
|
Q3 2023
Reduced 13.33%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,363
shares
|
$37,406
0.0% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,944
shares
|
$30,773
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,583
shares
|
$25,058
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,573
shares
|
$24,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,336
shares
|
$21,148
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$15,830
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,000
shares
|
$15,830
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
875
shares
|
$13,851
0.01% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
726
shares
|
$11,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
680
shares
|
$10,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
586
shares
|
$9,276
0.0% of portfolio
|
Q3 2024
Added 55.03%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
500
shares
|
$7,915
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
455
shares
|
$7,202
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
450
shares
|
$7,123
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
436
shares
|
$6,901
0.0% of portfolio
|
Q3 2024
New holding
|