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DoubleLine Opportunistic Credit Fund (DBL) Institutional Ownership

DoubleLine Opportunistic Credit Fund logo
$15.37 -0.02 (-0.13%)
As of 07/3/2025 03:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Credit Fund (NYSE:DBL)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$77.97M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$38.77M
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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
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%
5/13/2025LeConte 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%
5/6/2025Ignite Planners LLC84,248$1.30M0.3%+1.1%0.000%
4/30/2025Twelve Points Wealth Management LLC373,236$5.83M1.6%-1.4%0.000%
4/30/2025Stratos Wealth Advisors LLC34,963$546K0.0%+85.4%0.000%
4/29/2025U.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%
4/23/2025International Assets Investment Management LLC138,565$2.17M0.1%-5.3%0.000%
4/23/2025Consolidated Portfolio Review Corp68,326$1.07M0.2%-3.5%0.000%
4/21/2025United Advisor Group LLC24,141$377K0.1%-3.0%0.000%
4/17/2025Janney Montgomery Scott LLC263,788$4.12M0.0%+35.0%0.000%
4/14/2025ARS 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%
4/10/2025Matrix Trust Co47,092$736K0.1%+35.9%0.000%
4/10/2025EWG 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%
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%
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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%
2/4/2025World Equity Group Inc.11,250$174K0.0%N/A0.000%
1/28/2025Golden State Wealth Management LLC3,981$62K0.0%N/A0.000%
1/27/2025Consolidated Portfolio Review Corp70,787$1.10M0.2%+6.8%0.000%
1/27/2025Stratos Wealth Advisors LLC18,859$292K0.0%N/A0.000%
1/24/2025Calamos Advisors LLC23,911$371K0.0%N/A0.000%
1/24/2025U.S. Capital Wealth Advisors LLC47,814$741K0.0%+3.6%0.000%
1/23/2025Twelve Points Wealth Management LLC378,659$5.87M1.7%+29.4%0.000%
1/21/2025Fifth Third Bancorp1,800$28K0.0%-27.6%0.000%
1/17/2025Janney Montgomery Scott LLC195,409$3.03M0.0%+3.5%0.000%
1/17/2025Transform Wealth LLC10,800$167K0.0%N/A0.000%
1/14/2025ARS Wealth Advisors Group LLC18,600$288K0.0%-3.6%0.000%
1/14/2025Ignite Planners LLC83,309$1.29M0.3%+1.6%0.000%
1/13/2025Matrix Trust Co34,656$537K0.1%+705.6%0.000%
1/8/2025International 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%
10/29/2024Janney Montgomery Scott LLC188,804$2.99M0.0%+0.7%0.000%
10/24/2024Kavar Capital Partners Group LLC11,440$181K0.0%N/A0.000%
10/24/2024Consolidated Portfolio Review Corp66,295$1.05M0.2%+18.1%0.000%
10/22/2024International Assets Investment Management LLC2,298,915$36.37M0.0%+1,518.2%0.000%
10/16/2024Twelve Points Wealth Management LLC292,701$4.63M1.5%+14.9%0.000%
10/9/2024Matrix Trust Co4,302$68K0.0%N/A0.000%
10/8/2024Ignite Planners LLC82,002$1.30M0.3%+1.5%0.000%
8/21/2024Truist 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%
8/3/2024Shaker Financial Services LLC144,101$2.21M0.9%N/A0.000%
8/1/2024Verus Capital Partners LLC35,852$551K0.1%+5.3%0.000%
8/1/2024Consolidated Portfolio Review Corp56,113$862K0.2%N/A0.000%
7/30/2024International Assets Investment Management LLC142,064$2.18M0.1%+38.4%0.000%
7/23/2024Gridiron Partners LLC40,017$615K0.4%-4.2%0.000%
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7/12/2024Ignite Planners LLC80,753$1.26M0.3%-1.1%0.000%
7/12/2024Twelve Points Wealth Management LLC254,715$3.91M1.4%+16.3%0.000%
7/11/2024U.S. Capital Wealth Advisors LLC42,294$650K0.0%+1.7%0.000%
5/17/2024Comerica Bank28,463$439K0.0%+15.0%0.000%
5/16/2024B. Riley Wealth Advisors Inc.12,823$187K0.0%N/A0.000%
5/14/2024Herr Investment Group LLC404,284$6.23M1.6%+0.3%0.000%
5/8/2024Addison Capital Co11,900$183K0.1%-5.9%0.000%
5/8/2024Williams Jones Wealth Management LLC.12,516$193K0.0%-24.2%0.000%
5/1/2024Janney Montgomery Scott LLC163,818$2.53M0.0%+1,507.2%0.000%
4/30/2024SkyOak Wealth LLC10,088$156K0.0%N/A0.000%
(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 ($14.67M), UBS Group AG ($8.31M), Evergreen Capital Management LLC ($7.23M), Twelve Points Wealth Management LLC ($5.83M), Herr Investment Group LLC ($4.35M), and Janney Montgomery Scott LLC ($4.12M).Learn more on DoubleLine Opportunistic Credit Fund's institutional investors.

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

Of the 50 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 ($230.01K).

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

Institutional investors have bought a total of 4,973,994 shares in the last 24 months. This purchase volume represents approximately $77.97M in transactions.

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

Of the 22 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), 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), Ameriprise Financial Inc. ($34.75K), and Wells Fargo & Company MN ($6.76K).

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

Institutional investors have sold a total of 2,501,660 shares in the last 24 months. This volume of shares sold represents approximately $38.77M in transactions.


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This page (NYSE:DBL) was last updated on 7/5/2025 by MarketBeat.com Staff
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