Purchases and Sales Made in Q1 2025 in Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q1 2025. 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 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
973KNew |
$15.4M - $15.9M
|
973K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
198KNew |
$3.12M - $3.24M
|
198K
$3.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
124K+ 70.7% |
$1.96M - $2.03M
|
299K
$4.64M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
92.4K+ 795.97% |
$1.46M - $1.51M
|
104K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.4K+ 12.49% |
$1.02M - $1.05M
|
580K
$8.98M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 26.77% |
$297K - $308K
|
89K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.1K+ 0.8% |
$239K - $248K
|
1.89M
$29.3M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
14.4K+ 93.75% |
$228K - $236K
|
29.8K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.3K+ 40.24% |
$226K - $234K
|
49.9K
$773K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13.3K+ 13.56% |
$210K - $218K
|
112K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.8KNew |
$202K - $209K
|
12.8K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$198K - $205K
|
12.5K
$194K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$197K - $204K
|
12.5K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.77K+ 2.93% |
$123K - $127K
|
273K
$4.23M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.97KNew |
$110K - $114K
|
6.97K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.82KNew |
$108K - $112K
|
6.82K
$106K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.5K+ 18.55% |
$86.9K - $90.1K
|
35.2K
$544K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.85K+ 23.37% |
$76.6K - $79.4K
|
25.6K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.51K+ 5.64% |
$55.4K - $57.5K
|
65.7K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.44K+ 3.47% |
$54.4K - $56.4K
|
103K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.9K+ 8.98% |
$45.8K - $47.5K
|
35.2K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$31.6K - $32.8K
|
2K
$31K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.23K+ 9.99% |
$19.4K - $20.1K
|
13.5K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
803+ 0.07% |
$12.7K - $13.2K
|
1.13M
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
793+ 10.35% |
$12.5K - $13K
|
8.45K
$131K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
658+ 0.57% |
$10.4K - $10.8K
|
115K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
598+ 0.8% |
$9.45K - $9.8K
|
75K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
308+ 1.32% |
$4.87K - $5.05K
|
23.6K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
184+ 1.06% |
$2.91K - $3.01K
|
17.6K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
142+ 1.33% |
$2.24K - $2.33K
|
10.8K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
128+ 0.34% |
$2.02K - $2.1K
|
37.7K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
76+ 0.72% |
$1.2K - $1.24K
|
10.7K
$166K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 2.17% |
$458 - $475
|
1.37K
$21.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.05% |
$15.8 - $16.4
|
2.17K
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-189- 4.79% |
$2.99K - $3.1K
|
3.75K
$58.1K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-332- 1.95% |
$5.25K - $5.44K
|
16.7K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-470- 2.42% |
$7.43K - $7.7K
|
19K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-609Closed |
$9.62K - $9.98K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 0.24% |
$17.2K - $17.9K
|
455K
$7.04M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.44K- 6.89% |
$22.7K - $23.5K
|
19.4K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.49K- 11.23% |
$23.6K - $24.5K
|
11.8K
$183K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.38K- 13.73% |
$37.6K - $39K
|
15K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.65K- 3.51% |
$41.8K - $43.4K
|
72.9K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.31K- 1.92% |
$52.3K - $54.2K
|
169K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.97K- 33.92% |
$142K - $147K
|
17.5K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.6K- 28.63% |
$184K - $191K
|
29K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.4K- 7.12% |
$196K - $203K
|
162K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.3K- 29.11% |
$226K - $234K
|
34.8K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.2K- 0.97% |
$319K - $330K
|
2.06M
$31.9M
|