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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for DoubleLine Yield Opportunities Fund (NYSE:DLY)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$23.97M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$29.24M
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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
4/23/2024 Raymond James Financial Services Advisors Inc.162,860$2.60M0.0%-0.8%0.000%
4/22/2024 PFG Investments LLC189,967$3.03M0.2%N/A0.000%
4/18/2024 Pettinga Financial Advisors LLC71,963$1.15M0.3%-61.5%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.68,306$1.09M0.1%+106.7%0.000%
4/15/2024 Wealthcare Advisory Partners LLC10,305$164K0.0%N/A0.000%
2/14/2024LM Advisors LLC18,917$281K0.1%N/A0.000%
2/14/2024Vivaldi Capital Management LP85,521$1.32M0.4%N/A0.000%
2/13/2024Aristides Capital LLC16,961$252K0.1%N/A0.000%
2/13/2024Walled Lake Planning & Wealth Management LLC24,172$359K0.2%+41.1%0.000%
2/12/2024Evoke Wealth LLC92,685$1.38M0.0%+100.6%0.000%
2/12/2024Gridiron Partners LLC76,647$1.14M0.8%N/A0.000%
2/12/2024Weiss Asset Management LP25,287$376K0.0%N/A0.000%
2/9/2024Brogan Financial Inc.25,728$383K0.3%N/A0.000%
2/9/2024Tidemark LLC4,136$61K0.0%N/A0.000%
2/9/2024Journey Strategic Wealth LLC41,113$611K0.0%-8.9%0.000%
2/9/2024CreativeOne Wealth LLC17,700$263K0.0%N/A0.000%
2/9/2024Wells Fargo & Company MN1,234,395$18.36M0.0%+26.9%0.000%
2/9/2024UBS Group AG1,137,920$16.92M0.0%-30.6%0.000%
2/8/2024Summit X LLC26,325$391K0.1%+7.8%0.000%
2/6/2024 Aviance Capital Partners LLC24,130$359K0.1%-4.8%0.000%
2/6/2024 Spire Wealth Management1,705$25K0.0%N/A0.000%
2/2/2024Atria Wealth Solutions Inc.39,530$588K0.0%+34.8%0.000%
2/1/2024Larson Financial Group LLC2,139$32K0.0%+154.9%0.000%
1/29/2024Consolidated Portfolio Review Corp191,764$2.85M0.7%+8.5%0.000%
1/25/2024 International Assets Investment Management LLC41,725$620K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC41,725$620K0.0%N/A0.000%
1/19/2024 Realta Investment Advisors15,234$227K0.1%N/A0.000%
1/18/2024 Pettinga Financial Advisors LLC186,855$2.78M0.7%-8.8%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.164,256$2.44M0.0%+10.5%0.000%
1/8/2024 Optimum Investment Advisors16,267$242K0.1%-5.7%0.000%
11/16/2023Penserra Capital Management LLC415,655$6.12M0.1%-47.8%0.000%
11/13/2023Consolidated Portfolio Review Corp176,665$2.60M0.6%+4.8%0.000%
11/9/2023UBS Group AG1,639,900$24.16M0.0%-1.6%0.000%
11/8/2023HighTower Advisors LLC448,431$6.61M0.0%+5.0%0.000%
11/8/2023Pathstone Family Office LLC24,933$367K0.0%N/A0.000%
11/8/2023Journey Strategic Wealth LLC45,113$665K0.0%+95.2%0.000%
11/8/2023Atria Wealth Solutions Inc.29,317$432K0.0%-28.1%0.000%
11/8/2023Oppenheimer & Co. Inc.14,700$217K0.0%-41.7%0.000%
11/7/2023Atlas Wealth LLC51,296$756K0.1%-65.2%0.000%
11/7/2023 Aviance Capital Partners LLC25,358$374K0.1%N/A0.000%
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11/6/2023Summit X LLC24,430$360K0.1%-12.5%0.000%
11/4/2023Schwarz Dygos Wheeler Investment Advisors LLC42,591$627K0.2%+27.9%0.000%
10/27/2023 Allspring Global Investments Holdings LLC91,625$1.35M0.0%-54.7%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.148,603$2.19M0.0%+46.5%0.000%
10/24/2023 Raymond James & Associates22,077$325K0.0%+5.0%0.000%
10/24/2023 Pettinga Financial Advisors LLC204,957$3.02M0.9%-25.8%0.000%
10/23/2023Commonwealth Equity Services LLC52,512$774K0.0%-6.7%0.000%
8/15/2023Journey Strategic Wealth LLC23,113$336K0.0%+25.0%0.000%
8/11/2023Schwarz Dygos Wheeler Investment Advisors LLC33,294$484K0.2%+2.2%0.000%
8/11/2023Penserra Capital Management LLC796,640$11.58M0.2%+6.6%0.000%
8/10/2023Moors & Cabot Inc.33,200$482K0.0%-6.2%0.000%
8/10/2023Sit Investment Associates Inc.132,859$1.93M0.1%-12.2%0.000%
8/10/2023Summit X LLC27,920$406K0.1%-3.2%0.000%
8/8/2023Arbor Capital Management Inc. ADV67,936$988K0.8%-7.5%0.000%
8/3/2023Atria Wealth Solutions Inc.40,754$592K0.0%+168.5%0.000%
7/31/2023LPL Financial LLC40,904$594K0.0%-42.0%0.000%
7/24/2023 Allspring Global Investments Holdings LLC202,186$2.94M0.0%-55.0%0.000%
7/18/2023 Allspring Global Investments Holdings LLC202,186$2.94M0.0%-55.0%0.000%
7/18/2023 Pettinga Financial Advisors LLC276,127$4.01M1.2%-11.8%0.000%
5/12/2023Journey Strategic Wealth LLC18,496$259K0.0%+7.5%0.000%
5/12/2023HighTower Advisors LLC412,518$5.77M0.0%+36.1%0.000%
5/11/2023Consolidated Portfolio Review Corp159,596$2.23M0.6%N/A0.000%
5/10/2023Oppenheimer & Co. Inc.25,350$355K0.0%+27.7%0.000%
5/10/2023Summit X LLC28,829$403K0.1%N/A0.000%
5/10/2023Herr Investment Group LLC703,573$9.84M0.7%+8.9%0.000%
5/10/2023Robinson Capital Management LLC24,938$347K0.2%-31.0%0.000%
5/9/2023Atlas Wealth LLC210,151$2.94M0.6%+6.9%0.000%
5/9/2023Wedbush Securities Inc.43,299$606K0.0%+46.2%0.000%
5/8/2023Evoke Wealth LLC62,775$878K0.0%-3.1%0.000%
5/8/2023Avidian Wealth Solutions LLC14,000$196K0.0%N/A0.000%
5/5/2023Moors & Cabot Inc.35,400$495K0.0%+8.6%0.000%
5/3/2023 Optimum Investment Advisors17,247$241K0.1%+25.5%0.000%
5/2/2023Ieq Capital LLC303,175$4.24M0.1%-6.9%0.000%
4/27/2023Schwarz Dygos Wheeler Investment Advisors LLC32,572$456K0.2%+17.5%0.000%
4/26/2023Lindbrook Capital LLC3,000$42K0.0%N/A0.000%
4/24/2023Penserra Capital Management LLC746,986$10.45M0.2%+8.8%0.000%
4/21/2023 Pettinga Financial Advisors LLC312,988$4.38M1.4%-11.7%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.100,879$1.41M0.0%N/A0.000%
4/14/2023 Raymond James & Associates21,563$302K0.0%+101.7%0.000%
3/6/2023Rockefeller Capital Management L.P.138,489$1.82M0.0%+2.3%0.000%
2/15/2023Arbor Capital Management Inc. ADV71,681$955K0.8%N/A0.000%
2/14/2023Family Management Corp87,522$1.15M0.3%-27.8%0.000%
2/14/2023Atlas Wealth LLC196,616$2.58M0.7%N/A0.000%
2/14/2023Penserra Capital Management LLC686,857$9.01M0.2%+9.9%0.000%
2/10/2023City of London Investment Management Co. Ltd.275,054$3.63M0.3%+10.0%0.000%
2/10/2023Sit Investment Associates Inc.324,341$4.26M0.1%+42.7%0.000%
2/10/2023Moors & Cabot Inc.32,600$428K0.0%+156.7%0.000%
2/9/2023Landscape Capital Management L.L.C.27,884$366K0.1%+92.3%0.000%
2/9/2023Elequin Securities LLC37,547$493K0.1%N/A0.000%
2/9/2023HighTower Advisors LLC303,048$3.96M0.0%+4.4%0.000%
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2/9/2023Schwarz Dygos Wheeler Investment Advisors LLC27,725$364K0.1%N/A0.000%
2/8/2023UBS Group AG1,791,461$23.50M0.0%-12.2%0.000%
2/8/2023Herr Investment Group LLC646,298$8.48M0.5%N/A0.000%
2/8/2023Oppenheimer & Co. Inc.19,850$260K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC57,970$760K0.0%+18.6%0.000%
2/7/2023LPL Financial LLC70,514$925K0.0%+90.9%0.000%
2/6/2023Ieq Capital LLC325,634$4.27M0.1%N/A0.000%
2/3/2023U.S. Capital Wealth Advisors LLC3,840$50K0.0%-76.3%0.000%
1/31/2023Wedbush Securities Inc.29,607$388K0.0%-10.0%0.000%
1/24/2023 International Assets Investment Management LLC9,579,118$29.77M2.5%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, 72 institutional investors and hedge funds held shares of DoubleLine Yield Opportunities Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($18.36M), UBS Group AG ($16.92M), Royal Bank of Canada ($11.19M), Herr Investment Group LLC ($9.84M), HighTower Advisors LLC ($6.61M), Penserra Capital Management LLC ($6.12M), and Cohen & Steers Inc. ($5.61M).Learn more on DLY's institutional investors.

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

Of the 65 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: International Assets Investment Management LLC ($9.66M), Herr Investment Group LLC ($703.57K), Ieq Capital LLC ($325.63K), City of London Investment Management Co. Ltd. ($275.05K), Wells Fargo & Company MN ($261.63K), Atlas Wealth LLC ($210.15K), and PFG Investments LLC ($189.97K).

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

Institutional investors have bought a total of 13,833,981 shares in the last 24 months. This purchase volume represents approximately $185.35M 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: UBS Group AG ($899.63K), Allspring Global Investments Holdings LLC ($604.68K), Pettinga Financial Advisors LLC ($527.69K), Penserra Capital Management LLC ($388.32K), Landscape Capital Management L.L.C. ($134.40K), Logan Stone Capital LLC ($106.37K), and Atlas Wealth LLC ($96.15K).

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

Institutional investors have sold a total of 3,192,879 shares in the last 24 months. This volume of shares sold represents approximately $46.08M in transactions.


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This page (NYSE:DLY) was last updated on 4/26/2024 by MarketBeat.com Staff

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