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 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-344- 0.91% |
$4.97K - $5.54K
|
37.4K
$583K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-651- 5.22% |
$9.41K - $10.5K
|
11.8K
$184K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.03K- 0.52% |
$14.9K - $16.6K
|
197K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.98K- 5.68% |
$28.6K - $31.8K
|
32.8K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.1K- 4.26% |
$44.8K - $50K
|
69.8K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-3.82K- 32.34% |
$55.1K - $61.5K
|
7.98K
$124K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.55K- 34.51% |
$94.6K - $106K
|
12.4K
$194K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.39K- 42.28% |
$107K - $119K
|
10.1K
$157K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.68K- 15.4% |
$111K - $124K
|
42.2K
$657K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.5K- 42.8% |
$643K - $717K
|
59.5K
$927K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-61.5K- 63.34% |
$889K - $991K
|
35.6K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-88K- 7.78% |
$1.27M - $1.42M
|
1.04M
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-121K- 40.4% |
$1.75M - $1.95M
|
178K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-452K- 46.48% |
$6.53M - $7.29M
|
521K
$8.11M
|