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DoubleLine Opportunistic Credit Fund (DBL) Institutional Ownership

DoubleLine Opportunistic Credit Fund logo
$15.33 +0.08 (+0.52%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$15.31 -0.02 (-0.13%)
As of 08/1/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Credit Fund (NYSE:DBL)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$82.33M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$43.37M
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DBL Institutional Buying and Selling by Quarter

DoubleLine Opportunistic Credit Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.14,338$221K0.0%N/A0.000%
7/30/2025 Journey Advisory Group LLC169,914$2.61M0.2%+0.4%0.000%
7/29/2025 International Assets Investment Management LLC140,546$2.16M0.1%+1.4%0.000%
7/29/2025 Catawba River Capital233,390$3.59M1.8%N/A0.000%
7/29/2025 Stratos Wealth Advisors LLC117,227$1.80M0.1%+235.3%0.000%
7/23/2025 Ignite Planners LLC105,511$1.60M0.2%+25.2%0.000%
7/21/2025 Ameritas Advisory Services LLC2,864$44K0.0%N/A0.000%
7/18/2025 Consolidated Portfolio Review Corp87,003$1.34M0.2%+27.3%0.000%
7/17/2025 Janney Montgomery Scott LLC273,200$4.20M0.0%+3.6%0.000%
7/16/2025 Twelve Points Wealth Management LLC398,592$6.13M1.6%+6.8%0.000%
7/15/2025 LeConte Wealth Management LLC636,937$9.80M6.6%-32.1%0.000%
7/15/2025 EWG Elevate Inc.11,530$177K0.1%+11.9%0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC47,463$730K0.0%+1.8%0.000%
7/14/2025 Matrix Trust Co50,160$771K0.1%+6.5%0.000%
7/11/2025 Mallini Complete Financial Planning LLC12,176$187K0.2%+10.3%0.000%
5/15/2025Royal Bank of Canada223,083$3.49M0.0%+22.2%0.000%
5/15/2025Evergreen Capital Management LLC462,464$7.23M0.2%+3.2%0.000%
5/14/2025Comerica Bank36,077$564K0.0%+26.8%0.000%
5/13/2025 LeConte Wealth Management LLC938,344$14.67M9.3%N/A0.000%
5/13/2025Sit Investment Associates Inc.3,168,782$49.53M1.2%+7.7%0.000%
5/12/2025Invesco Ltd.151,315$2.37M0.0%+3.5%0.000%
5/9/2025Shaker Financial Services LLC78,007$1.22M0.5%-29.5%0.000%
5/7/2025LPL Financial LLC212,935$3.33M0.0%+49.4%0.000%
5/6/2025 Ignite Planners LLC84,248$1.30M0.3%+1.1%0.000%
4/30/2025 Twelve Points Wealth Management LLC373,236$5.83M1.6%-1.4%0.000%
4/30/2025 Stratos Wealth Advisors LLC34,963$546K0.0%+85.4%0.000%
4/29/2025 U.S. Capital Wealth Advisors LLC46,624$729K0.0%-2.5%0.000%
4/29/2025Aviance Capital Partners LLC89,968$1.41M0.2%+8.7%0.000%
4/23/2025Golden State Wealth Management LLC8,037$126K0.0%+101.9%0.000%
4/23/2025 International Assets Investment Management LLC138,565$2.17M0.1%-5.3%0.000%
4/23/2025 Consolidated Portfolio Review Corp68,326$1.07M0.2%-3.5%0.000%
4/21/2025United Advisor Group LLC24,141$377K0.1%-3.0%0.000%
4/17/2025 Janney Montgomery Scott LLC263,788$4.12M0.0%+35.0%0.000%
4/14/2025 ARS Wealth Advisors Group LLC16,400$256K0.0%-11.8%0.000%
4/11/2025Principia Wealth Advisory LLC3,981$62K0.1%+41.1%0.000%
4/11/2025Intellectus Partners LLC256,974$4.02M1.0%+2.1%0.000%
4/10/2025 Matrix Trust Co47,092$736K0.1%+35.9%0.000%
4/10/2025 EWG Elevate Inc.10,300$161K0.1%N/A0.000%
2/18/2025Mpwm Advisory Solutions LLC2,000$31K0.0%N/A0.000%
2/17/2025Strategic Wealth Partners Ltd.87,336$1.37M0.1%+0.8%0.000%
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2/17/2025Morse Asset Management Inc1,882$29K0.0%+150.9%0.000%
2/17/2025Bank of America Corp DE176,095$2.73M0.0%+6.2%0.000%
2/17/2025Ameriprise Financial Inc.233,205$3.62M0.0%-13.0%0.000%
2/14/2025Mercer Global Advisors Inc. ADV14,600$226K0.0%N/A0.000%
2/14/2025Stifel Financial Corp148,497$2.30M0.0%+38.8%0.000%
2/14/2025Shaker Financial Services LLC110,583$1.71M0.7%-19.0%0.000%
2/14/2025TD Waterhouse Canada Inc.17,523$270K0.0%-69.1%0.000%
2/13/2025NewEdge Advisors LLC26,740$414K0.0%-5.3%0.000%
2/13/2025Evergreen Capital Management LLC448,057$6.95M0.2%+3.8%0.000%
2/13/2025Guggenheim Capital LLC161,052$2.50M0.0%+56.9%0.000%
2/13/2025Raymond James Financial Inc.136,960$2.12M0.0%N/A0.000%
2/13/2025Invesco Ltd.146,240$2.27M0.0%+17.7%0.000%
2/13/2025Wedbush Securities Inc.28,118$436K0.0%-3.2%0.000%
2/13/2025Sit Investment Associates Inc.2,941,083$45.59M1.0%+6.9%0.000%
2/13/2025Wells Fargo & Company MN221,272$3.43M0.0%-3.0%0.000%
2/12/2025Huntington National Bank2,035$32K0.0%N/A0.000%
2/11/2025LPL Financial LLC142,500$2.21M0.0%+7.0%0.000%
2/10/2025Horizon Kinetics Asset Management LLC28,598$443K0.0%-58.4%0.000%
2/10/2025Commonwealth Equity Services LLC14,467$224K0.0%N/A0.000%
2/7/2025Intellectus Partners LLC251,698$3.90M0.9%+6.7%0.000%
2/7/2025Aviance Capital Partners LLC82,742$1.28M0.2%+8.2%0.000%
2/7/2025Ashton Thomas Private Wealth LLC17,500$271K0.0%+12.5%0.000%
2/6/2025Raymond James Financial Inc.136,960$2.12M0.0%N/A0.000%
2/5/2025Apriem Advisors20,110$312K0.0%-13.0%0.000%
2/4/2025 World Equity Group Inc.11,250$174K0.0%N/A0.000%
1/28/2025Golden State Wealth Management LLC3,981$62K0.0%N/A0.000%
1/27/2025 Consolidated Portfolio Review Corp70,787$1.10M0.2%+6.8%0.000%
1/27/2025 Stratos Wealth Advisors LLC18,859$292K0.0%N/A0.000%
1/24/2025Calamos Advisors LLC23,911$371K0.0%N/A0.000%
1/24/2025 U.S. Capital Wealth Advisors LLC47,814$741K0.0%+3.6%0.000%
1/23/2025 Twelve Points Wealth Management LLC378,659$5.87M1.7%+29.4%0.000%
1/21/2025 Fifth Third Bancorp1,800$28K0.0%-27.6%0.000%
1/17/2025 Janney Montgomery Scott LLC195,409$3.03M0.0%+3.5%0.000%
1/17/2025Transform Wealth LLC10,800$167K0.0%N/A0.000%
1/14/2025 ARS Wealth Advisors Group LLC18,600$288K0.0%-3.6%0.000%
1/14/2025 Ignite Planners LLC83,309$1.29M0.3%+1.6%0.000%
1/13/2025 Matrix Trust Co34,656$537K0.1%+705.6%0.000%
1/8/2025 International Assets Investment Management LLC146,287$2.27M0.1%-93.6%0.000%
11/15/2024Stifel Financial Corp106,968$1.69M0.0%-2.5%0.000%
11/14/2024Rockefeller Capital Management L.P.25,338$401K0.0%+22.1%0.000%
11/13/2024Horizon Kinetics Asset Management LLC68,781$1.09M0.0%-1.6%0.000%
11/7/2024Aviance Capital Partners LLC76,483$1.21M0.2%-1.2%0.000%
11/6/2024Intellectus Partners LLC235,971$3.73M1.0%+29.6%0.000%
11/5/2024Ashton Thomas Private Wealth LLC15,554$246K0.0%+18.7%0.000%
11/5/2024Verus Capital Partners LLC32,373$512K0.0%-9.7%0.000%
10/31/2024Shaker Financial Services LLC136,515$2.16M0.8%-5.3%0.000%
10/30/2024United Advisor Group LLC24,857$393K0.1%-5.7%0.000%
10/29/2024 Janney Montgomery Scott LLC188,804$2.99M0.0%+0.7%0.000%
10/24/2024 Kavar Capital Partners Group LLC11,440$181K0.0%N/A0.000%
10/24/2024 Consolidated Portfolio Review Corp66,295$1.05M0.2%+18.1%0.000%
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10/22/2024 International Assets Investment Management LLC2,298,915$36.37M0.0%+1,518.2%0.000%
10/16/2024 Twelve Points Wealth Management LLC292,701$4.63M1.5%+14.9%0.000%
10/9/2024 Matrix Trust Co4,302$68K0.0%N/A0.000%
10/8/2024 Ignite Planners LLC82,002$1.30M0.3%+1.5%0.000%
8/21/2024 Truist Financial Corp11,626$179K0.0%+5.9%0.000%
8/14/2024Evergreen Capital Management LLC427,304$6.56M0.2%+26.4%0.000%
8/14/2024EverSource Wealth Advisors LLC9,327$145K0.0%N/A0.000%
8/13/2024Herr Investment Group LLC283,066$4.35M0.3%-30.0%0.000%
8/7/2024Wedbush Securities Inc.29,024$446K0.0%+5.7%0.000%
8/7/2024Ashton Thomas Private Wealth LLC13,107$201K0.0%-11.9%0.000%
(Data available from 1/1/2016 forward)

DBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DBL shares?

During the previous two years, 68 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($49.53M), LeConte Wealth Management LLC ($9.80M), UBS Group AG ($8.31M), Evergreen Capital Management LLC ($7.23M), Twelve Points Wealth Management LLC ($6.13M), Herr Investment Group LLC ($4.35M), and Janney Montgomery Scott LLC ($4.20M).Learn more on DoubleLine Opportunistic Credit Fund's institutional investors.

Which institutional investors have been buying DoubleLine Opportunistic Credit Fund's stock?

Of the 54 institutional investors that purchased DoubleLine Opportunistic Credit Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($3.28M), LeConte Wealth Management LLC ($938.34K), Sit Investment Associates Inc. ($501.24K), UBS Group AG ($420.28K), Raymond James Financial Inc. ($273.92K), Evergreen Capital Management LLC ($252.53K), and Janney Montgomery Scott LLC ($239.42K).

How much institutional buying is happening at DoubleLine Opportunistic Credit Fund?

Institutional investors have bought a total of 5,256,775 shares in the last 24 months. This purchase volume represents approximately $82.33M in transactions.

Which of DoubleLine Opportunistic Credit Fund's major shareholders have been selling company stock?

Of the 21 institutional investors that sold DoubleLine Opportunistic Credit Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($2.16M), LeConte Wealth Management LLC ($301.41K), Herr Investment Group LLC ($121.22K), Shaker Financial Services LLC ($66.09K), Horizon Kinetics Asset Management LLC ($41.28K), TD Waterhouse Canada Inc. ($39.23K), and Ameriprise Financial Inc. ($34.75K).

How much institutional selling is happening at DoubleLine Opportunistic Credit Fund?

Institutional investors have sold a total of 2,800,395 shares in the last 24 months. This volume of shares sold represents approximately $43.37M in transactions.


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This page (NYSE:DBL) was last updated on 8/2/2025 by MarketBeat.com Staff
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