Purchases and Sales Made in Q3 2024 in Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.47MNew |
$38.7M - $41.4M
|
2.47M
$39.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
569K+ 1569.77% |
$8.92M - $9.55M
|
605K
$9.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
76.7K+ 479.28% |
$1.2M - $1.29M
|
92.7K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.2K+ 4.64% |
$1.12M - $1.2M
|
1.61M
$25.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.1K+ 76.44% |
$315K - $337K
|
46.3K
$742K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.1K+ 40.11% |
$283K - $303K
|
63.1K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5KNew |
$242K - $259K
|
15.5K
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$196K - $210K
|
12.5K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 2.8% |
$191K - $205K
|
447K
$7.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9KNew |
$186K - $199K
|
11.9K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.6K+ 0.54% |
$182K - $195K
|
2.16M
$34.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.1KNew |
$174K - $186K
|
11.1K
$177K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
6.88KNew |
$108K - $115K
|
6.88K
$110K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.2K+ 10.09% |
$97.2K - $104K
|
67.7K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6.2K+ 18.27% |
$97.2K - $104K
|
40.1K
$642K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.7K+ 4.1% |
$89.3K - $95.7K
|
145K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.61K+ 38.03% |
$72.2K - $77.3K
|
16.7K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.02K+ 41.07% |
$47.3K - $50.7K
|
10.4K
$166K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3KNew |
$47K - $50.4K
|
3K
$48K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.16K+ 10.11% |
$33.9K - $36.3K
|
23.6K
$377K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.04K+ 13.9% |
$31.9K - $34.2K
|
16.7K
$267K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.86K+ 13.96% |
$29.1K - $31.2K
|
15.2K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.6K+ 4.22% |
$25K - $26.8K
|
39.4K
$631K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.57KNew |
$24.6K - $26.4K
|
1.57K
$25.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.11K+ 0.37% |
$17.4K - $18.6K
|
304K
$4.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 4.59% |
$15.7K - $16.8K
|
22.8K
$365K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
917+ 7.6% |
$14.4K - $15.4K
|
13K
$208K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
726New |
$11.4K - $12.2K
|
726
$11.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
623+ 0.55% |
$9.76K - $10.5K
|
113K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
436New |
$6.83K - $7.32K
|
436
$6.98K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
400+ 3.07% |
$6.27K - $6.72K
|
13.4K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
208+ 55.03% |
$3.26K - $3.49K
|
586
$9.38K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
196+ 1.84% |
$3.07K - $3.29K
|
10.9K
$174K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
75+ 0.15% |
$1.18K - $1.26K
|
49.6K
$794K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
71New |
$1.11K - $1.19K
|
71
$1.14K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 2.11% |
$423 - $453
|
1.31K
$20.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
6+ 0.04% |
$94 - $101
|
15.7K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.1% |
$62.7 - $67.2
|
3.94K
$63K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$15.7 - $16.8
|
26
$416
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-18- 0.13% |
$282 - $302
|
13.5K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-154- 0.16% |
$2.41K - $2.59K
|
95.7K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-200- 1.72% |
$3.13K - $3.36K
|
11.4K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-247- 1.58% |
$3.87K - $4.15K
|
15.4K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-524- 0.3% |
$8.21K - $8.8K
|
172K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-711- 4.03% |
$11.1K - $11.9K
|
16.9K
$271K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-802- 1.08% |
$12.6K - $13.5K
|
73.8K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.5K- 8.59% |
$39.2K - $42K
|
26.6K
$426K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.26K- 18.25% |
$66.8K - $71.5K
|
19.1K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.82K- 34.6% |
$154K - $165K
|
18.6K
$297K
|