Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
195K
+ 98.9%
$2.58M - $2.9M
392K $6.27M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
160K
New
$2.11M - $2.37M
160K $2.55M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
109K
+ 36.12%
$1.45M - $1.63M
413K $6.6M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
101K
New
$1.33M - $1.5M
101K $1.61M
Apr 24, 2023 Q1 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
60.1K
+ 8.75%
$795K - $894K
747K $12M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
59.5K
+ 9.68%
$787K - $885K
675K $10.8M
May 10, 2023 Q1 2023
Herr Investment Group LLC

Austin, TX
BUY
 -
57.3K
+ 8.86%
$757K - $851K
704K $11.3M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
55.3K
+ 10.75%
$730K - $821K
569K $9.11M
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
28.8K
New
$381K - $428K
28.8K $461K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
22.4K
New
$296K - $333K
22.4K $358K
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
14K
New
$185K - $208K
14K $224K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
13.7K
+ 46.25%
$181K - $203K
43.3K $693K
May 09, 2023 Q1 2023
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
13.5K
+ 6.88%
$179K - $201K
210K $3.36M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
12.4K
+ 4.68%
$164K - $184K
277K $4.43M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
10.9K
+ 101.69%
$144K - $162K
21.6K $345K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
8.55K
+ 10.78%
$113K - $127K
87.9K $1.41M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.5K
+ 27.71%
$72.7K - $81.7K
25.4K $406K
Apr 27, 2023 Q1 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
4.85K
+ 17.48%
$64.1K - $72K
32.6K $521K
May 03, 2023 Q1 2023
Optimum Investment Advisors

BUY
 -
3.51K
+ 25.51%
$46.3K - $52.1K
17.2K $276K
Apr 26, 2023 Q1 2023
Lindbrook Capital, LLC

BUY
 -
3K
New
$39.7K - $44.6K
3K $48K
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
2.8K
+ 8.59%
$37K - $41.6K
35.4K $566K
May 15, 2023 Q1 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
1.77K
+ 2.47%
$23.4K - $26.3K
73.5K $1.18M
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
1.29K
+ 7.5%
$17.1K - $19.2K
18.5K $296K
May 15, 2023 Q1 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
1K
New
$13.2K - $14.9K
1K $16K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
930
+ 6.53%
$12.3K - $13.8K
15.2K $243K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
497
+ 3.98%
$6.57K - $7.39K
13K $208K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
301
+ 0.52%
$3.98K - $4.47K
58.3K $932K
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
73
+ 1.63%
$965 - $1.08K
4.55K $72.8K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
28
+ 2.54%
$370 - $416
1.13K $18.1K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1
+ 4.76%
$13.2 - $14.9
22 $352
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 20, 2024 Q1 2023
Parallel Advisors, LLC

SELL
 -
-3
- 12.0%
$39.7 - $44.6
22 $352
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-30
- 0.04%
$397 - $446
70.5K $1.13M
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-606
- 1.63%
$8.01K - $9.01K
36.6K $585K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-927
- 5.3%
$12.3K - $13.8K
16.6K $265K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-930
- 6.13%
$12.3K - $13.8K
14.2K $228K
May 08, 2023 Q1 2023
Evoke Wealth, LLC

SELL
 -
-2K
- 3.09%
$26.4K - $29.7K
62.8K $1M
May 10, 2023 Q1 2023
Robinson Capital Management, LLC

SELL
 -
-11.2K
- 31.05%
$148K - $167K
24.9K $399K
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
SELL
 -
-18.6K
- 12.89%
$245K - $276K
125K $2.01M
May 01, 2023 Q1 2023
Ieq Capital, LLC

SELL
 -
-22.5K
- 6.9%
$297K - $334K
303K $4.85M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-26.5K
- 65.04%
$350K - $394K
14.2K $228K
Apr 20, 2023 Q1 2023
Pettinga Financial Advisors, LLC

SELL
 -
-41.5K
- 11.71%
$549K - $617K
313K $5.01M
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-63.9K
- 3.56%
$844K - $949K
1.73M $27.6M
May 12, 2023 Q1 2023
City Of London Investment Management CO LTD

London, X0
SELL
 -
-136K
- 49.62%
$1.8M - $2.03M
139K $2.22M
May 15, 2023 Q1 2023
Cohen & Steers, Inc.

New York, NY
SELL
 -
-145K
- 34.83%
$1.91M - $2.15M
271K $4.34M
May 11, 2023 Q1 2023
Sit Investment Associates Inc

Minneapolis, MN
SELL
 -
-173K
- 53.32%
$2.29M - $2.57M
151K $2.42M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
SELL
 -
-199K
- 6.82%
$2.63M - $2.96M
2.72M $43.6M

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