Purchases and Sales Made in Q2 2025 in Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
279KNew |
$4.03M - $4.49M
|
279K
$4.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108K+ 5.69% |
$1.56M - $1.74M
|
2M
$31.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
83.4KNew |
$1.21M - $1.34M
|
83.4K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
66.1K+ 518.33% |
$956K - $1.07M
|
78.9K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41.7K+ 15.3% |
$603K - $673K
|
315K
$4.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35.1KNew |
$508K - $566K
|
35.1K
$548K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.5K+ 1.58% |
$469K - $523K
|
2.09M
$32.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4KNew |
$469K - $523K
|
32.4K
$506K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
27.9KNew |
$403K - $449K
|
27.9K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
25.4KNew |
$366K - $408K
|
25.4K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
20.3KNew |
$293K - $326K
|
20.3K
$316K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2KNew |
$277K - $309K
|
19.2K
$299K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.1K+ 45.32% |
$276K - $308K
|
61.3K
$955K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.8KNew |
$272K - $304K
|
18.8K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.5KNew |
$252K - $281K
|
17.5K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 2.47% |
$207K - $231K
|
594K
$9.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$184K - $206K
|
12.8K
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1KNew |
$160K - $179K
|
11.1K
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10KNew |
$145K - $161K
|
10K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.22K+ 26.22% |
$133K - $148K
|
44.4K
$691K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.96K+ 8.04% |
$129K - $144K
|
120K
$1.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.82K+ 16.56% |
$127K - $142K
|
62.1K
$967K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 1.92% |
$126K - $140K
|
463K
$7.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.98K+ 4.12% |
$101K - $112K
|
176K
$2.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.2K+ 35.23% |
$89.5K - $99.8K
|
23.8K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.4K+ 17.19% |
$63.6K - $70.9K
|
30K
$467K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4K+ 4.32% |
$57.8K - $64.4K
|
96.7K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.91K+ 3.81% |
$56.5K - $63K
|
107K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.67K+ 4.13% |
$53.1K - $59.2K
|
92.7K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.37K+ 6.72% |
$34.2K - $38.1K
|
37.6K
$585K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.22K+ 26.29% |
$32.1K - $35.8K
|
10.7K
$166K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95K+ 8.26% |
$28.1K - $31.4K
|
25.5K
$398K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.64K+ 2.49% |
$23.7K - $26.4K
|
67.4K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.63K+ 9.75% |
$23.5K - $26.2K
|
18.3K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.53K+ 5.25% |
$22K - $24.6K
|
30.6K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.31K+ 0.81% |
$19K - $21.2K
|
163K
$2.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
701+ 0.61% |
$10.1K - $11.3K
|
116K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
315+ 2.11% |
$4.55K - $5.07K
|
15.3K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
291+ 2.69% |
$4.2K - $4.69K
|
11.1K
$173K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
266+ 1.96% |
$3.84K - $4.29K
|
13.8K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
101+ 0.52% |
$1.46K - $1.63K
|
19.5K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
81+ 0.76% |
$1.17K - $1.3K
|
10.8K
$168K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
47+ 0.16% |
$679 - $757
|
29.8K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 2.27% |
$448 - $499
|
1.4K
$21.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$217 - $242
|
15
$234
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.05% |
$14.5 - $16.1
|
2.17K
$33.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-27- 0.2% |
$390 - $435
|
13.5K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-92- 0.12% |
$1.33K - $1.48K
|
74.9K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-300- 9.68% |
$4.34K - $4.83K
|
2.8K
$43.6K
|