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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-196- 8.29% |
$3.07K - $3.25K
|
2.17K
$33.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-200- 1.49% |
$3.13K - $3.31K
|
13.2K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-269- 2.26% |
$4.21K - $4.45K
|
11.6K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-284- 1.21% |
$4.44K - $4.7K
|
23.3K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-500- 31.59% |
$7.82K - $8.28K
|
1.08K
$16.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-910- 8.78% |
$14.2K - $15.1K
|
9.46K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.08K- 3.92% |
$16.9K - $17.9K
|
26.4K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2.39K- 15.26% |
$37.4K - $39.6K
|
13.3K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.86K- 9.8% |
$60.4K - $64K
|
35.6K
$551K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.99K- 9.24% |
$78.1K - $82.7K
|
49.1K
$760K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.72K- 13.48% |
$105K - $111K
|
43.2K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.1K- 15.75% |
$221K - $234K
|
75.5K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.9K- 12.92% |
$405K - $429K
|
174K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-76K- 30.28% |
$1.19M - $1.26M
|
175K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.3K- 3.85% |
$1.3M - $1.38M
|
2.08M
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-165K- 24.2% |
$2.57M - $2.72M
|
515K
$7.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-568K- 93.79% |
$8.88M - $9.4M
|
37.6K
$583K
|