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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

DoubleLine Yield Opportunities Fund logo
$15.37 0.00 (0.00%)
Closing price 05/23/2025 03:59 PM Eastern
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$15.39 +0.02 (+0.13%)
As of 05/23/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for DoubleLine Yield Opportunities Fund (NYSE:DLY)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$105.56M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$18.54M
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Skip Chart & View Institutional Buying and Selling Data

DLY Institutional Buying and Selling by Quarter

DoubleLine Yield Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC35,150$566K0.0%+18.5%0.000%
5/15/2025 Royal Bank of Canada579,578$9.33M0.0%+12.5%0.000%
5/14/2025 Comerica Bank29,769$479K0.0%+93.7%0.000%
5/13/2025 LeConte Wealth Management LLC972,938$15.66M10.0%N/A0.000%
5/13/2025 Raymond James Financial Inc.272,807$4.39M0.0%+2.9%0.000%
5/13/2025 HighTower Advisors LLC454,695$7.32M0.0%-0.2%0.000%
5/12/2025 Invesco Ltd.29,027$467K0.0%-28.6%0.000%
5/9/2025 Atria Wealth Solutions Inc.53,239$857K0.0%-31.8%0.000%
5/7/2025 Creekside Partners115,358$1.86M1.0%+0.6%0.000%
5/7/2025 Maridea Wealth Management LLC102,676$1.65M0.5%+3.5%0.000%
5/7/2025 LPL Financial LLC89,016$1.43M0.0%+26.8%0.000%
5/6/2025 Journey Strategic Wealth LLC35,196$567K0.0%+9.0%0.000%
5/6/2025 Wedbush Securities Inc.111,508$1.80M0.1%+13.6%0.000%
5/6/2025 Redwood Park Advisors LLC8,452$136K0.1%+10.4%0.000%
5/6/2025 Readystate Asset Management LP12,759$205K0.0%N/A0.000%
5/5/2025 Private Advisor Group LLC19,431$313K0.0%-6.9%0.000%
5/2/2025 Summit X LLC17,475$281K0.1%-33.9%0.000%
5/2/2025 Schwarz Dygos Wheeler Investment Advisors LLC65,720$1.06M0.3%+5.6%0.000%
4/30/2025 Optimum Investment Advisors11,799$190K0.1%-11.2%0.000%
4/29/2025 World Investment Advisors299,350$4.82M0.1%+70.7%0.000%
4/29/2025 Aviance Capital Partners LLC25,580$412K0.1%+23.4%0.000%
4/24/2025 Westend Capital Management LLC13,541$218K0.1%+10.0%0.000%
4/23/2025 Consolidated Portfolio Review Corp169,426$2.73M0.4%-1.9%0.000%
4/17/2025 Precedent Wealth Partners LLC12,479$201K0.1%N/A0.000%
4/15/2025 Wealthcare Advisory Partners LLC14,950$241K0.0%-13.7%0.000%
2/25/2025B. Riley Wealth Advisors Inc.20,337$322K0.0%+18.7%0.000%
2/18/2025 Fourth Dimension Wealth LLC3,100$49K0.0%N/A0.000%
2/18/2025 Elequin Capital LP5,208$82K0.0%N/A0.000%
2/18/2025 Mpwm Advisory Solutions LLC10,621$168K0.1%N/A0.000%
2/17/2025 Captrust Financial Advisors196,171$3.11M0.0%+1.8%0.000%
2/17/2025 Citadel Advisors LLC50,762$804K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE174,347$2.76M0.0%-12.9%0.000%
2/14/2025 Stifel Financial Corp75,508$1.20M0.0%-15.8%0.000%
2/14/2025 Shaker Financial Services LLC20,884$331K0.1%N/A0.000%
2/13/2025 NewEdge Advisors LLC29,650$469K0.0%+91.9%0.000%
2/13/2025 Cohen & Steers Inc.175,007$2.77M0.0%-30.3%0.000%
2/13/2025 Rockefeller Capital Management L.P.49,058$777K0.0%-9.2%0.000%
2/13/2025 Redwood Park Advisors LLC7,659$121K0.1%N/A0.000%
2/13/2025 Raymond James Financial Inc.265,037$4.20M0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC60,307$955K0.0%+307.1%0.000%
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2/13/2025 Invesco Ltd.40,670$644K0.0%+119.1%0.000%
2/13/2025 Envestnet Asset Management Inc.17,404$276K0.0%+14.7%0.000%
2/13/2025 Wedbush Securities Inc.98,195$1.55M0.1%+2.6%0.000%
2/13/2025 Wells Fargo & Company MN1,877,505$29.72M0.0%+16.8%0.000%
2/12/2025 World Investment Advisors175,370$2.78M0.1%+17.6%0.000%
2/12/2025 CIBC Private Wealth Group LLC9,459$150K0.0%-8.8%0.000%
2/12/2025 Maridea Wealth Management LLC99,233$1.57M0.5%N/A0.000%
2/11/2025 LPL Financial LLC70,216$1.11M0.0%+3.8%0.000%
2/11/2025 Optimum Investment Advisors13,292$210K0.1%-15.3%0.000%
2/11/2025 Virtu Financial LLC18,482$293K0.0%N/A0.000%
2/10/2025 Harbour Investments Inc.3,894$62K0.0%+564.5%0.000%
2/7/2025 Summit X LLC26,445$419K0.1%-3.9%0.000%
2/7/2025 HighTower Advisors LLC455,785$7.22M0.0%+1.9%0.000%
2/7/2025 Schwarz Dygos Wheeler Investment Advisors LLC62,212$985K0.2%+25.4%0.000%
2/7/2025 Aviance Capital Partners LLC20,735$328K0.0%+8.6%0.000%
2/6/2025 Lindbrook Capital LLC4,100$65K0.0%+57.7%0.000%
2/6/2025 Raymond James Financial Inc.265,037$4.20M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.19,450$308K0.0%+70.6%0.000%
2/3/2025 Private Advisor Group LLC20,868$330K0.0%+25.0%0.000%
1/31/2025 Atria Wealth Solutions Inc.78,117$1.24M0.0%+23.9%0.000%
1/30/2025 Pathway Financial Advisers LLC37,610$595K0.2%-93.8%0.000%
1/24/2025 Journey Strategic Wealth LLC32,296$511K0.0%+21.4%0.000%
1/24/2025 Total Clarity Wealth Management Inc.13,932$221K0.1%+7.3%0.000%
1/15/2025 Westend Capital Management LLC12,311$195K0.1%+79.0%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.74,414$1.18M0.1%+0.9%0.000%
12/13/2024B. Riley Wealth Advisors Inc.17,136$284K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC149,130$2.47M0.1%N/A0.000%
11/15/2024 World Investment Advisors LLC2,467,831$40.94M0.2%N/A0.000%
11/15/2024 Stifel Financial Corp89,624$1.49M0.0%-12.1%0.000%
11/15/2024 HighTower Advisors LLC447,305$7.42M0.0%+2.8%0.000%
11/15/2024 FSA Wealth Management LLC1,583$26K0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.54,051$897K0.0%-50.2%0.000%
11/9/2024 Creekside Partners113,219$1.88M1.0%+0.6%0.000%
11/8/2024 Moors & Cabot Inc.22,800$378K0.0%+4.6%0.000%
11/7/2024 Aviance Capital Partners LLC19,085$317K0.0%-18.2%0.000%
10/25/2024 Pathway Financial Advisers LLC605,257$10.04M0.1%+1,569.8%0.000%
10/24/2024 Pathway Financial Advisers LLC605,257$10.04M0.1%+1,569.8%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.73,774$1.22M0.1%-1.1%0.000%
10/22/2024 Private Advisor Group LLC16,691$277K0.0%+13.9%0.000%
10/11/2024 Empirical Asset Management LLC11,079$184K0.0%N/A0.000%
10/10/2024 Westend Capital Management LLC6,877$114K0.0%N/A0.000%
8/30/2024 Creekside Partners112,596$1.78M1.0%N/A0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.2,198$35K0.0%N/A0.000%
8/14/2024 Evoke Wealth LLC16,000$252K0.3%-82.7%0.000%
8/13/2024Herr Investment Group LLC382,782$6.04M0.4%-36.8%0.000%
8/7/2024 Wedbush Securities Inc.95,882$1.51M0.1%+33.6%0.000%
8/6/2024 Asset Dedication LLC1,944$31K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC13,431$212K0.1%+15.8%0.000%
8/2/2024 Schwarz Dygos Wheeler Investment Advisors LLC49,530$782K0.2%+8.4%0.000%
8/1/2024 Consolidated Portfolio Review Corp172,859$2.73M0.6%-9.3%0.000%
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7/25/2024 Pettinga Financial Advisors LLC45,102$712K0.2%-37.3%0.000%
7/23/2024 Gridiron Partners LLC27,066$427K0.3%-9.2%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.74,576$1.18M0.1%+9.2%0.000%
7/12/2024 Optimum Investment Advisors15,679$247K0.1%-4.8%0.000%
5/29/2024 Pathway Financial Advisers LLC35,973$573K0.2%N/A0.000%
5/17/2024 Comerica Bank20,760$331K0.0%+77.8%0.000%
5/14/2024Herr Investment Group LLC606,087$9.66M2.5%-4.8%0.000%
5/7/2024 Oppenheimer & Co. Inc.14,200$226K0.0%-11.3%0.000%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC45,689$728K0.2%+6.6%0.000%
4/30/2024 Consolidated Portfolio Review Corp190,566$3.04M0.8%-0.6%0.000%
(Data available from 1/1/2016 forward)

DLY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DLY shares?

During the previous two years, 81 institutional investors and hedge funds held shares of DoubleLine Yield Opportunities Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($29.72M), UBS Group AG ($16.92M), LeConte Wealth Management LLC ($15.66M), Royal Bank of Canada ($9.33M), HighTower Advisors LLC ($7.32M), Penserra Capital Management LLC ($6.12M), and Herr Investment Group LLC ($6.04M).Learn more on DLY's institutional investors.

Which institutional investors have been buying DoubleLine Yield Opportunities Fund stock?

Of the 67 institutional investors that purchased DoubleLine Yield Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: World Investment Advisors LLC ($2.62M), Pathway Financial Advisers LLC ($1.17M), LeConte Wealth Management LLC ($972.94K), Raymond James Financial Inc. ($537.84K), Wells Fargo & Company MN ($532.07K), PFG Investments LLC ($189.97K), and World Investment Advisors ($150.22K).

How much institutional buying is happening at DoubleLine Yield Opportunities Fund?

Institutional investors have bought a total of 7,694,090 shares in the last 24 months. This purchase volume represents approximately $124.04M in transactions.

Which DoubleLine Yield Opportunities Fund major shareholders have been selling company stock?

Of the 32 institutional investors that sold DoubleLine Yield Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($604.68K), Pathway Financial Advisers LLC ($567.65K), UBS Group AG ($528.26K), Penserra Capital Management LLC ($380.99K), Pettinga Financial Advisors LLC ($267.89K), Herr Investment Group LLC ($253.58K), and Atlas Wealth LLC ($96.15K).

How much institutional selling is happening at DoubleLine Yield Opportunities Fund?

Institutional investors have sold a total of 3,146,094 shares in the last 24 months. This volume of shares sold represents approximately $47.81M in transactions.


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This page (NYSE:DLY) was last updated on 5/24/2025 by MarketBeat.com Staff
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