Purchases and Sales Made in Q4 2024 in Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5.43K+ 79.02% |
$85K - $90K
|
12.3K
$195K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
680New |
$10.6K - $11.3K
|
680
$10.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
640+ 0.87% |
$10K - $10.6K
|
74.4K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
615+ 3.68% |
$9.62K - $10.2K
|
17.3K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 2.22% |
$454 - $480
|
1.34K
$21.1K
|