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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

DoubleLine Yield Opportunities Fund logo
$15.46 +0.03 (+0.16%)
Closing price 03:58 PM Eastern
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$15.49 +0.04 (+0.23%)
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Institutional Ownership Changes (13F Filings) for DoubleLine Yield Opportunities Fund (NYSE:DLY)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$107.69M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$26.92M
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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
8/8/2025Rockefeller Capital Management L.P.32,802$511K0.0%-5.7%0.000%
8/8/2025Cetera Investment Advisers25,535$398K0.0%+8.3%0.000%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC67,358$1.05M0.2%+2.5%0.000%
8/8/2025Calamos Advisors LLC20,251$316K0.0%N/A0.000%
8/7/2025 Summit X LLC10,087$157K0.0%-42.3%0.000%
8/6/2025 Wedbush Securities Inc.120,468$1.88M0.1%+8.0%0.000%
8/5/2025 Shaker Financial Services LLC83,413$1.30M0.5%N/A0.000%
8/5/2025 Aviance Capital Partners LLC29,978$467K0.1%+17.2%0.000%
8/4/2025 World Investment Advisors178,410$2.78M0.1%-40.4%0.000%
8/1/2025 Redwood Park Advisors LLC10,674$166K0.1%+26.3%0.000%
8/1/2025 Envestnet Asset Management Inc.23,784$371K0.0%+35.2%0.000%
7/31/2025 Optimum Investment Advisors7,983$124K0.1%-32.3%0.000%
7/30/2025 Journey Advisory Group LLC196,673$3.07M0.2%-0.5%0.000%
7/29/2025 Creekside Partners116,059$1.81M0.9%+0.6%0.000%
7/28/2025 IFC Advisors LLC27,883$435K0.1%N/A0.000%
7/25/2025 Atria Wealth Solutions Inc.62,055$967K0.0%+16.6%0.000%
7/25/2025 MGO One Seven LLC35,149$548K0.0%N/A0.000%
7/18/2025 Consolidated Portfolio Review Corp176,405$2.75M0.4%+4.1%0.000%
7/16/2025 Maridea Wealth Management LLC106,589$1.66M0.4%+3.8%0.000%
7/15/2025 LeConte Wealth Management LLC520,722$8.12M5.5%-46.5%0.000%
5/16/2025NewEdge Advisors LLC35,150$566K0.0%+18.5%0.000%
5/15/2025Royal Bank of Canada579,578$9.33M0.0%+12.5%0.000%
5/14/2025Comerica Bank29,769$479K0.0%+93.7%0.000%
5/13/2025 LeConte Wealth Management LLC972,938$15.66M10.0%N/A0.000%
5/13/2025Raymond James Financial Inc.272,807$4.39M0.0%+2.9%0.000%
5/13/2025HighTower Advisors LLC454,695$7.32M0.0%-0.2%0.000%
5/12/2025Invesco 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%
5/7/2025LPL Financial LLC89,016$1.43M0.0%+26.8%0.000%
5/6/2025Journey 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%
5/5/2025Private Advisor Group LLC19,431$313K0.0%-6.9%0.000%
5/2/2025 Summit X LLC17,475$281K0.1%-33.9%0.000%
5/2/2025Schwarz 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%
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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%
2/18/2025Elequin Capital LP5,208$82K0.0%N/A0.000%
2/18/2025Mpwm Advisory Solutions LLC10,621$168K0.1%N/A0.000%
2/17/2025Captrust Financial Advisors196,171$3.11M0.0%+1.8%0.000%
2/17/2025Citadel Advisors LLC50,762$804K0.0%N/A0.000%
2/17/2025Bank of America Corp DE174,347$2.76M0.0%-12.9%0.000%
2/14/2025Stifel Financial Corp75,508$1.20M0.0%-15.8%0.000%
2/14/2025 Shaker Financial Services LLC20,884$331K0.1%N/A0.000%
2/13/2025NewEdge Advisors LLC29,650$469K0.0%+91.9%0.000%
2/13/2025Cohen & Steers Inc.175,007$2.77M0.0%-30.3%0.000%
2/13/2025Rockefeller 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%
2/13/2025Raymond James Financial Inc.265,037$4.20M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC60,307$955K0.0%+307.1%0.000%
2/13/2025Invesco 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%
2/13/2025Wells 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%
2/12/2025CIBC 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%
2/11/2025LPL Financial LLC70,216$1.11M0.0%+3.8%0.000%
2/11/2025 Optimum Investment Advisors13,292$210K0.1%-15.3%0.000%
2/11/2025Virtu 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%
2/7/2025HighTower Advisors LLC455,785$7.22M0.0%+1.9%0.000%
2/7/2025Schwarz 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%
2/6/2025Lindbrook Capital LLC4,100$65K0.0%+57.7%0.000%
2/6/2025Raymond 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%
2/3/2025Private 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%
1/30/2025Pathway Financial Advisers LLC37,610$595K0.2%-93.8%0.000%
1/24/2025Journey 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%
11/15/2024Stifel Financial Corp89,624$1.49M0.0%-12.1%0.000%
11/15/2024HighTower Advisors LLC447,305$7.42M0.0%+2.8%0.000%
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11/15/2024FSA Wealth Management LLC1,583$26K0.0%N/A0.000%
11/14/2024Rockefeller 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%
10/25/2024Pathway Financial Advisers LLC605,257$10.04M0.1%+1,569.8%0.000%
10/24/2024Pathway 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%
10/22/2024Private Advisor Group LLC16,691$277K0.0%+13.9%0.000%
10/11/2024 Empirical Asset Management LLC11,079$184K0.0%N/A0.000%
(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, 86 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), Royal Bank of Canada ($9.33M), LeConte Wealth Management LLC ($8.12M), HighTower Advisors LLC ($7.32M), Penserra Capital Management LLC ($6.12M), and Herr Investment Group LLC ($6.04M).Learn more on DoubleLine Yield Opportunities Fund's institutional investors.

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

Of the 71 institutional investors that purchased DoubleLine Yield Opportunities Fund's 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 6,604,447 shares in the last 24 months. This purchase volume represents approximately $107.69M in transactions.

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

Of the 21 institutional investors that sold DoubleLine Yield Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pathway Financial Advisers LLC ($567.65K), LeConte Wealth Management LLC ($452.22K), Herr Investment Group LLC ($223.31K), World Investment Advisors ($120.94K), Evoke Wealth LLC ($76.69K), Cohen & Steers Inc. ($76K), and Rockefeller Capital Management L.P. ($61.45K).

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

Institutional investors have sold a total of 1,707,445 shares in the last 24 months. This volume of shares sold represents approximately $26.92M in transactions.


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