Purchases and Sales Made in Q1 2022 in Double Line Yield Opportunities Fund (DLY)

DLY Quotes by TradingView

This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q1 2022. The information is specifically focused on institutions that hold shares of DoubleLine Yield Opportunities Fund.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
95.7K
+ 24.51%
$1.56M - $1.79M
486K $7.78M
May 16, 2022 Q1 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
83.9K
+ 77.11%
$1.37M - $1.57M
193K $3.08M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
71.9K
+ 132.13%
$1.17M - $1.35M
126K $2.02M
May 16, 2022 Q1 2022
Cohen & Steers, Inc.

New York, NY
BUY
 -
59K
+ 17.5%
$964K - $1.11M
396K $6.34M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
56K
+ 6.1%
$914K - $1.05M
974K $15.6M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
45.3K
+ 1.55%
$740K - $850K
2.97M $47.6M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
41.9K
New
$683K - $785K
41.9K $670K
May 02, 2022 Q1 2022
Allspring Global Investments Holdings, LLC

BUY
 -
36.3K
+ 11.43%
$592K - $680K
354K $5.66M
May 13, 2022 Q1 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
32.3K
+ 44.39%
$527K - $605K
105K $1.68M
Apr 27, 2022 Q1 2022
Pettinga Financial Advisors, LLC

BUY
 -
25.8K
+ 4.49%
$420K - $483K
600K $9.59M
May 04, 2022 Q1 2022
Litman Gregory Wealth Management LLC

BUY
 -
17.4K
+ 4.53%
$284K - $326K
401K $6.42M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
17K
New
$278K - $320K
17K $273K
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
17K
New
$277K - $318K
17K $271K
May 06, 2022 Q1 2022
Granite Shares Advisors LLC

BUY
 -
13.6K
+ 9.73%
$221K - $254K
153K $2.45M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
11.8K
New
$193K - $222K
11.8K $189K
May 16, 2022 Q1 2022
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
7.55K
+ 1.21%
$123K - $142K
632K $10.1M
May 12, 2022 Q1 2022
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
4.77K
+ 1.66%
$77.8K - $89.3K
291K $4.66M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.6K
+ 19.62%
$75K - $86.2K
28K $448K
May 12, 2022 Q1 2022
Quent Capital, LLC

BUY
 -
2.5K
New
$40.8K - $46.9K
2.5K $40K
May 10, 2022 Q1 2022
Evoke Wealth, LLC

BUY
 -
2.15K
+ 3.4%
$35.2K - $40.4K
65.5K $1.05M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
1.27K
+ 2.91%
$20.8K - $23.9K
45K $720K
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

BUY
 -
1K
New
$16.3K - $18.8K
1K $16K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
300
New
$4.9K - $5.63K
300 $4.8K
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

BUY
 -
240
+ 0.76%
$3.92K - $4.5K
31.8K $509K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
150
New
$2.45K - $2.81K
150 $2.4K
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
39
+ 15.06%
$636 - $731
298 $4.77K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
31
+ 0.1%
$506 - $581
31.8K $509K
May 02, 2022 Q1 2022
Hudock, Inc.

BUY
 -
15
New
$245 - $281
15 $240
Apr 27, 2022 Q1 2022
Financial Management Professionals, Inc.

BUY
 -
13
+ 1.28%
$212 - $244
1.03K $16.4K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-318
Closed
$5.19K - $5.96K
0 $0
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-666
- 0.81%
$10.9K - $12.5K
81.7K $1.31M
May 16, 2022 Q1 2022
Walleye Capital LLC

Plymouth, MN
SELL
 -
-1.25K
- 6.59%
$20.4K - $23.4K
17.7K $283K
Apr 26, 2022 Q1 2022
Masso Torrence Wealth Management Inc.

SELL
 -
-1.3K
Closed
$21.2K - $24.4K
0 $0
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
SELL
 -
-3.1K
Closed
$50.6K - $58.1K
0 $0
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

SELL
 -
-5.6K
- 26.87%
$91.3K - $105K
15.2K $244K
May 13, 2022 Q1 2022
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-7.24K
- 1.11%
$118K - $136K
643K $10.3M
Apr 26, 2022 Q1 2022
Activest Wealth Management

SELL
 -
-8.42K
- 66.92%
$137K - $158K
4.16K $66.6K
May 16, 2022 Q1 2022
Logan Stone Capital, LLC

Chicago, IL
SELL
 -
-8.65K
- 10.0%
$141K - $162K
77.9K $1.25M
May 16, 2022 Q1 2022
Family Management Corp

New York, NY
SELL
 -
-9.1K
- 6.56%
$148K - $171K
130K $2.07M
May 18, 2022 Q1 2022
Nomura Holdings Inc

Tokyo, M0
SELL
 -
-15.5K
Closed
$253K - $291K
0 $0
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

SELL
 -
-18.4K
Closed
$301K - $346K
0 $0
Jun 01, 2022 Q1 2022
Astoria Portfolio Advisors Llc.

SELL
 -
-25.7K
Closed
$420K - $482K
0 $0
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-26.8K
- 15.39%
$437K - $502K
147K $2.36M
May 16, 2022 Q1 2022
Bluefin Capital Management, LLC

New York, NY
SELL
 -
-30.5K
- 66.53%
$498K - $572K
15.4K $246K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-48K
- 14.6%
$783K - $900K
281K $4.49M
May 06, 2022 Q1 2022
Shaker Financial Services, LLC

SELL
 -
-49.9K
- 52.42%
$815K - $936K
45.3K $725K
May 11, 2022 Q1 2022
Landscape Capital Management, L.L.C.

SELL
 -
-89.2K
- 74.13%
$1.46M - $1.67M
31.1K $498K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-149K
Closed
$2.43M - $2.8M
0 $0

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