Purchases and Sales Made in Q1 2024 in Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
245K+ 13.51% |
$3.6M - $3.9M
|
2.06M
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
245K+ 13.51% |
$3.6M - $3.9M
|
2.06M
$32.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
190KNew |
$2.79M - $3.03M
|
190K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 9.55% |
$1.73M - $1.88M
|
1.35M
$21.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
67.6K+ 5.94% |
$993K - $1.08M
|
1.21M
$19.3M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
36KNew |
$529K - $573K
|
36K
$576K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35.3K+ 106.67% |
$518K - $562K
|
68.3K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 4.15% |
$516K - $560K
|
882K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25KNew |
$368K - $399K
|
25K
$401K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.7K+ 2.76% |
$349K - $378K
|
882K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.8KNew |
$336K - $364K
|
22.8K
$365K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5KNew |
$272K - $295K
|
18.5K
$296K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
17.7KNew |
$260K - $282K
|
17.7K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16KNew |
$235K - $255K
|
16K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.8KNew |
$218K - $236K
|
14.8K
$237K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.7KNew |
$201K - $218K
|
13.7K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.8KNew |
$174K - $189K
|
11.8K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 24.61% |
$172K - $187K
|
59.3K
$949K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
11.6KNew |
$171K - $185K
|
11.6K
$186K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$153K - $166K
|
10.4K
$167K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$153K - $166K
|
10.4K
$167K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.3KNew |
$151K - $164K
|
10.3K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
9.77K+ 40.42% |
$144K - $156K
|
33.9K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.08K+ 77.8% |
$134K - $145K
|
20.8K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.35KNew |
$108K - $117K
|
7.35K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.82K+ 10.5% |
$100K - $109K
|
71.8K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.3K+ 28.99% |
$92.7K - $100K
|
28K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.62K+ 11.69% |
$67.9K - $73.7K
|
44.2K
$706K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.68K+ 3.09% |
$54.1K - $58.7K
|
123K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.81K+ 6.56% |
$41.4K - $44.8K
|
45.7K
$731K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.01K+ 13.19% |
$29.5K - $32K
|
17.2K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.3KNew |
$19.1K - $20.7K
|
1.3K
$20.8K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 0.28% |
$18.6K - $20.1K
|
453K
$7.25M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.19K+ 4.52% |
$17.5K - $19K
|
27.5K
$440K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
542+ 48.22% |
$7.97K - $8.64K
|
1.67K
$26.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
385New |
$5.66K - $6.14K
|
385
$6.16K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
314+ 2.24% |
$4.62K - $5.01K
|
14.3K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
223+ 10.43% |
$3.28K - $3.55K
|
2.36K
$37.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
206+ 1.27% |
$3.03K - $3.28K
|
16.5K
$264K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$2.94K - $3.19K
|
200
$3.2K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
116+ 0.56% |
$1.71K - $1.85K
|
20.9K
$334K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
113+ 2.28% |
$1.66K - $1.8K
|
5.07K
$81.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
38+ 3.13% |
$559 - $606
|
1.25K
$20K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 1.47% |
$368 - $399
|
1.73K
$27.7K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 3.07% |
$162 - $175
|
369
$5.9K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.19% |
$118 - $128
|
4.14K
$66.3K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 4.17% |
$14.7 - $15.9
|
25
$400
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-434- 1.8% |
$6.38K - $6.92K
|
23.7K
$379K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500- 11.49% |
$7.35K - $7.97K
|
3.85K
$61.6K
|