Purchases and Sales Made in Q2 2022 in Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q2 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
497K+ 16.71% |
$6.95M - $8.66M
|
3.47M
$55.5M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
497K+ 16.71% |
$6.95M - $8.66M
|
3.47M
$55.5M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
223KNew |
$3.11M - $3.88M
|
223K
$3.56M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
136KNew |
$1.9M - $2.37M
|
136K
$2.18M
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
96.6K+ 124.06% |
$1.35M - $1.68M
|
174K
$2.79M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
81.6K+ 23.07% |
$1.14M - $1.42M
|
435K
$6.96M
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
50.6KNew |
$708K - $881K
|
50.6K
$810K
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
46.7KNew |
$653K - $813K
|
46.7K
$747K
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
44.2K+ 15.17% |
$618K - $769K
|
335K
$5.37M
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
28.5K+ 91.55% |
$399K - $497K
|
59.7K
$954K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.9KNew |
$208K - $259K
|
14.9K
$238K
|
|
Aug 15, 2022
Q2 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13KNew |
$182K - $226K
|
13K
$208K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.9KNew |
$166K - $206K
|
11.9K
$190K
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
10KNew |
$140K - $174K
|
10K
$160K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.61K+ 11.76% |
$134K - $167K
|
91.4K
$1.46M
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
5.86K+ 12.94% |
$82K - $102K
|
51.2K
$819K
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
4.54K+ 2.97% |
$63.5K - $79.1K
|
158K
$2.52M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
3.01KNew |
$42.2K - $52.5K
|
3.01K
$48.2K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.58K+ 15.2% |
$36.1K - $44.9K
|
19.5K
$313K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.61K+ 5.05% |
$22.5K - $28K
|
33.4K
$534K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.4K+ 3.11% |
$19.6K - $24.4K
|
46.4K
$743K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
824New |
$11.5K - $14.4K
|
824
$13.2K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
781New |
$10.9K - $13.6K
|
781
$12.5K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
541+ 181.54% |
$7.57K - $9.42K
|
839
$13.4K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
505+ 3.32% |
$7.06K - $8.8K
|
15.7K
$252K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
450New |
$6.3K - $7.84K
|
450
$7.2K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
351New |
$4.91K - $6.11K
|
351
$5.62K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
150New |
$2.1K - $2.61K
|
150
$2.4K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
138+ 0.01% |
$1.93K - $2.4K
|
2.16M
$34.6M
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
97+ 2.33% |
$1.36K - $1.69K
|
4.26K
$68.1K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 2.24% |
$322 - $401
|
1.05K
$16.8K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$14 - $17.4
|
21
$336
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-150Closed |
$2.1K - $2.61K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-488- 3.18% |
$6.83K - $8.5K
|
14.9K
$238K
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-529- 0.41% |
$7.4K - $9.22K
|
129K
$2.07M
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-703- 1.07% |
$9.83K - $12.2K
|
64.8K
$1.04M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$16.8K - $20.9K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.02K- 6.33% |
$28.2K - $35.1K
|
29.8K
$477K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-2.5KClosed |
$35K - $43.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.45K- 12.31% |
$48.3K - $60.1K
|
24.6K
$393K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.39K- 4.27% |
$75.4K - $93.9K
|
121K
$1.94M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.27K- 7.87% |
$116K - $144K
|
96.7K
$1.55M
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10.5K- 1.64% |
$147K - $183K
|
632K
$10.1M
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-10.6K- 2.67% |
$148K - $184K
|
386K
$6.17M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.6KClosed |
$162K - $202K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17KClosed |
$238K - $297K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-17.7KClosed |
$247K - $308K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.3K- 5.21% |
$354K - $441K
|
461K
$7.37M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-26.4K- 13.72% |
$370K - $460K
|
166K
$2.66M
|