Purchases and Sales Made in Q2 2024 in Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q2 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 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
184K+ 13.58% |
$2.76M - $2.93M
|
1.54M
$24.6M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
113KNew |
$1.69M - $1.8M
|
113K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.2K+ 4.63% |
$1.43M - $1.52M
|
2.15M
$34.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.2K+ 4.63% |
$1.43M - $1.52M
|
2.15M
$34.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48K+ 33.15% |
$721K - $766K
|
193K
$3.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
24.1K+ 33.6% |
$363K - $385K
|
95.9K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.8KNew |
$268K - $284K
|
17.8K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.8KNew |
$223K - $237K
|
14.8K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.27K+ 9.18% |
$94.3K - $100K
|
74.6K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.86K+ 2.7% |
$88.2K - $93.6K
|
223K
$3.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.84K+ 8.41% |
$57.8K - $61.3K
|
49.5K
$792K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.91K+ 15.76% |
$43.8K - $46.5K
|
21.4K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.58K+ 50.81% |
$38.8K - $41.2K
|
7.65K
$122K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.2KNew |
$33.1K - $35.1K
|
2.2K
$35.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.16K+ 3.65% |
$32.5K - $34.6K
|
61.5K
$983K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.94KNew |
$29.2K - $31K
|
1.94K
$31.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.83K+ 15.78% |
$27.5K - $29.2K
|
13.4K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.81K+ 17.52% |
$27.1K - $28.8K
|
12.1K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$15K - $16K
|
1K
$16K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
866+ 1.96% |
$13K - $13.8K
|
45K
$720K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
320+ 2.23% |
$4.81K - $5.11K
|
14.7K
$234K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
275+ 0.76% |
$4.14K - $4.39K
|
36.2K
$580K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
219+ 2.1% |
$3.29K - $3.5K
|
10.7K
$171K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
218+ 1.84% |
$3.28K - $3.48K
|
12.1K
$193K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
100+ 0.73% |
$1.5K - $1.6K
|
13.8K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 2.24% |
$421 - $447
|
1.28K
$20.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 2.44% |
$135 - $144
|
378
$6.05K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9+ 0.03% |
$135 - $144
|
27.5K
$440K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.04% |
$15 - $16
|
2.36K
$37.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51- 0.13% |
$767 - $814
|
37.8K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-81- 0.46% |
$1.22K - $1.29K
|
17.6K
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-211- 5.09% |
$3.17K - $3.37K
|
3.93K
$62.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-351- 1.48% |
$5.28K - $5.61K
|
23.3K
$374K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-794- 4.82% |
$11.9K - $12.7K
|
15.7K
$251K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.05K- 6.08% |
$15.8K - $16.8K
|
16.2K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.2K- 5.75% |
$18K - $19.2K
|
19.7K
$315K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.5K- 10.14% |
$22.6K - $24K
|
13.3K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.67KClosed |
$25.1K - $26.6K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.78K- 6.36% |
$26.8K - $28.5K
|
26.3K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.96K- 0.16% |
$29.5K - $31.4K
|
1.2M
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.5K- 7.91% |
$37.6K - $39.9K
|
29.1K
$466K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.6K- 18.31% |
$39.1K - $41.5K
|
11.6K
$186K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-2.75K- 9.23% |
$41.4K - $43.9K
|
27.1K
$433K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5.15K- 24.8% |
$77.4K - $82.2K
|
15.6K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.1K- 13.03% |
$152K - $161K
|
67.3K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12K- 47.99% |
$181K - $192K
|
13K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16.9K- 37.3% |
$254K - $270K
|
28.4K
$454K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-17.7K- 9.29% |
$266K - $283K
|
173K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 3.91% |
$266K - $283K
|
435K
$6.96M
|