Free Trial
→ Buffett Dumps $982 Million in BofA Stock—What Does He Know? (From Genesis Gold Group) (Ad) Free DBL Stock Alerts

DoubleLine Opportunistic Credit Fund (DBL) Institutional Ownership

DoubleLine Opportunistic Credit Fund logo
$15.44 +0.14 (+0.92%)
(As of 11/22/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Credit Fund (NYSE:DBL)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$70.60M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.73M
Get DBL Insider Trade Alerts

Want to know when executives and insiders are buying or selling DoubleLine Opportunistic Credit Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DBL Institutional Buying and Selling by Quarter

DoubleLine Opportunistic Credit Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Stifel Financial Corp106,968$1.69M0.0%-2.5%0.000%
11/14/2024 Rockefeller Capital Management L.P.25,338$401K0.0%+22.1%0.000%
11/13/2024 Horizon Kinetics Asset Management LLC68,781$1.09M0.0%-1.6%0.000%
11/7/2024 Aviance Capital Partners LLC76,483$1.21M0.2%-1.2%0.000%
11/6/2024 Intellectus Partners LLC235,971$3.73M1.0%+29.6%0.000%
11/5/2024 Ashton Thomas Private Wealth LLC15,554$246K0.0%+18.7%0.000%
11/5/2024 Verus Capital Partners LLC32,373$512K0.0%-9.7%0.000%
10/31/2024 Shaker Financial Services LLC136,515$2.16M0.8%-5.3%0.000%
10/30/2024 United 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%
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%
8/14/2024 Evergreen Capital Management LLC427,304$6.56M0.2%+26.4%0.000%
8/14/2024 EverSource Wealth Advisors LLC9,327$145K0.0%N/A0.000%
8/13/2024Herr Investment Group LLC283,066$4.35M0.3%-30.0%0.000%
8/7/2024 Wedbush Securities Inc.29,024$446K0.0%+5.7%0.000%
8/7/2024 Ashton Thomas Private Wealth LLC13,107$201K0.0%-11.9%0.000%
8/3/2024 Shaker Financial Services LLC144,101$2.21M0.9%N/A0.000%
8/1/2024 Verus Capital Partners LLC35,852$551K0.1%+5.3%0.000%
8/1/2024 Consolidated Portfolio Review Corp56,113$862K0.2%N/A0.000%
7/30/2024 International Assets Investment Management LLC142,064$2.18M0.1%+38.4%0.000%
7/23/2024 Gridiron Partners LLC40,017$615K0.4%-4.2%0.000%
7/12/2024 Ignite Planners LLC80,753$1.26M0.3%-1.1%0.000%
7/12/2024 Twelve Points Wealth Management LLC254,715$3.91M1.4%+16.3%0.000%
7/11/2024 U.S. Capital Wealth Advisors LLC42,294$650K0.0%+1.7%0.000%
5/17/2024 Comerica 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%
5/8/2024 Williams Jones Wealth Management LLC.12,516$193K0.0%-24.2%0.000%
5/1/2024 Janney Montgomery Scott LLC163,818$2.53M0.0%+1,507.2%0.000%
4/30/2024 SkyOak Wealth LLC10,088$156K0.0%N/A0.000%
4/11/2024 International Assets Investment Management LLC102,631$1.58M0.0%+55.5%0.000%
2/13/2024 ArchPoint Investors103,474$1.59M0.7%-10.8%0.000%
2/12/2024 Gridiron Partners LLC161,661$2.48M1.8%N/A0.000%
Ever heard of this 8-day bitcoin profit window? (Ad)

Did you know Bitcoin almost always soars higher during an 8-Day Profit Window? Most people have no clue… But for over a year now, some of our top students have had the chance to cash in with some incredible gains during this 8-day window.

It’s coming up quick.
2/9/2024 Brogan Financial Inc.13,835$212K0.2%N/A0.000%
2/9/2024 UBS Group AG541,624$8.31M0.0%+346.3%0.000%
2/7/2024 Avantax Advisory Services Inc.11,627$178K0.0%N/A0.000%
2/6/2024 Aviance Capital Partners LLC75,442$1.16M0.2%-49.0%0.000%
2/6/2024 ARS Wealth Advisors Group LLC15,000$230K0.0%N/A0.000%
2/6/2024 U.S. Capital Wealth Advisors LLC34,324$527K0.0%+2.3%0.000%
2/5/2024 Intellectus Partners LLC162,706$2.50M0.7%+21.8%0.000%
1/25/2024 International Assets Investment Management LLC66,019$1.01M0.0%-6.0%0.000%
1/24/2024 International Assets Investment Management LLC1,013,392$15.56M0.0%+1,342.7%0.000%
1/16/2024Raymond James & Associates105,686$1.62M0.0%-4.6%0.000%
1/12/2024 Twelve Points Wealth Management LLC202,270$3.11M1.5%+4.8%0.000%
1/9/2024 Ignite Planners LLC81,264$1.24M0.4%+104.1%0.000%
11/15/2023 Evergreen Capital Management LLC132,514$1.93M0.1%N/A0.000%
11/7/2023 Aviance Capital Partners LLC147,914$2.16M0.5%-39.2%0.000%
11/1/2023 Verus Capital Partners LLC35,757$521K0.1%+14.8%0.000%
10/31/2023Fifth Third Bancorp1,800$26K0.0%-84.1%0.000%
10/25/2023 Intellectus Partners LLC133,590$1.95M0.6%+21.9%0.000%
10/24/2023Raymond James & Associates110,778$1.62M0.0%-17.1%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.34,791$507K0.0%-15.1%0.000%
10/11/2023 Ignite Planners LLC39,824$576K0.2%+11.5%0.000%
10/10/2023 International Assets Investment Management LLC70,243$1.01M0.1%+280.5%0.000%
10/4/2023 International Assets Investment Management LLC70,243$1.01M0.1%+280.5%0.000%
8/14/2023 Horizon Kinetics Asset Management LLC71,173$1.03M0.0%-42.2%0.000%
8/11/2023 Guggenheim Capital LLC68,897$1M0.0%-7.0%0.000%
8/10/2023 Sit Investment Associates Inc.2,705,943$39.26M1.0%+3.1%0.000%
8/8/2023 Focused Wealth Management Inc5,906$86K0.0%-44.6%0.000%
8/4/2023 Aviance Capital Partners LLC243,381$3.53M0.7%+4.1%0.000%
8/4/2023 U.S. Capital Wealth Advisors LLC33,710$489K0.0%+18.4%0.000%
8/1/2023 Fort Sheridan Advisors LLC16,062$233K0.1%-16.8%0.000%
7/31/2023 LPL Financial LLC66,429$964K0.0%+7.1%0.000%
7/31/2023 Verus Capital Partners LLC31,134$452K0.1%+14.9%0.000%
7/31/2023 Integrated Capital Management Inc.10,734$156K0.1%-86.9%0.000%
7/31/2023 Intellectus Partners LLC109,566$1.59M0.5%-5.2%0.000%
7/27/2023B. Riley Wealth Advisors Inc.12,533$182K0.0%-9.2%0.000%
7/27/2023R.P. Boggs & Co.90,182$1.31M1.0%-38.7%0.000%
7/25/2023Raymond James & Associates133,680$1.94M0.0%-3.8%0.000%
7/20/2023 SkyOak Wealth LLC10,343$150K0.0%-26.3%0.000%
7/20/2023 International Assets Investment Management LLC18,462$268K0.0%+15.7%0.000%
7/19/2023 Golden State Equity Partners12,758$185K0.1%N/A0.000%
7/14/2023 Park Avenue Securities LLC59,747$867K0.0%-2.0%0.000%
7/13/2023 Twelve Points Wealth Management LLC183,204$2.66M1.4%+11.8%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.40,968$594K0.0%-9.7%0.000%
5/11/2023 Elequin Securities LLC2,795$40K0.0%N/A0.000%
5/11/2023 Sit Investment Associates Inc.2,623,465$37.20M1.0%+4.3%0.000%
5/11/2023 Aviance Capital Partners LLC233,750$3.32M0.7%+1.3%0.000%
5/11/2023 Guggenheim Capital LLC74,057$1.05M0.0%+10.6%0.000%
5/10/2023Herr Investment Group LLC408,342$5.79M0.4%+7.0%0.000%
5/9/2023 Verus Capital Partners LLC27,096$384K0.1%+15.5%0.000%
5/8/2023 Shaker Financial Services LLC69,478$985K0.4%N/A0.000%
5/5/2023 Truist Financial Corp11,380$161K0.0%+7.9%0.000%
Ever heard of this 8-day bitcoin profit window? (Ad)

Did you know Bitcoin almost always soars higher during an 8-Day Profit Window? Most people have no clue… But for over a year now, some of our top students have had the chance to cash in with some incredible gains during this 8-day window.

It’s coming up quick.
5/4/2023 Intellectus Partners LLC115,585$1.64M0.5%-3.8%0.000%
5/2/2023R.P. Boggs & Co.147,209$2.09M1.9%-42.1%0.000%
4/28/2023 Ameritas Advisory Services LLC1,786$25K0.0%N/A0.000%
4/28/2023 Beacon Harbor Wealth Advisors Inc.12,300$174K0.1%-39.4%0.000%
4/26/2023 Integrated Capital Management Inc.81,700$154K0.1%+708.8%0.000%
4/19/2023 International Assets Investment Management LLC15,959$226K0.0%-17.2%0.000%
4/19/2023 Carmel Capital Partners LLC6,970$99K0.1%N/A0.000%
4/18/2023 Park Avenue Securities LLC60,959$864K0.0%-3.0%0.000%
4/18/2023 Twelve Points Wealth Management LLC163,888$2.32M1.3%+34.6%0.000%
4/18/2023IFP Advisors Inc3,031$80K0.0%-32.5%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, 62 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($39.26M), International Assets Investment Management LLC ($36.37M), UBS Group AG ($8.31M), Evergreen Capital Management LLC ($6.56M), Twelve Points Wealth Management LLC ($4.63M), Herr Investment Group LLC ($4.35M), and Intellectus Partners LLC ($3.73M).Learn more on DBL's institutional investors.

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

Of the 42 institutional investors that purchased DoubleLine Opportunistic Credit 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 ($3.31M), UBS Group AG ($429.98K), Herr Investment Group LLC ($409.64K), Evergreen Capital Management LLC ($221.83K), Shaker Financial Services LLC ($213.58K), Sit Investment Associates Inc. ($190.18K), and Gridiron Partners LLC ($161.66K).

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

Institutional investors have bought a total of 5,831,638 shares in the last 24 months. This purchase volume represents approximately $89.61M in transactions.

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

Of the 36 institutional investors that sold DoubleLine Opportunistic Credit Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aviance Capital Partners LLC ($190.59K), R.P. Boggs & Co. ($179.87K), Herr Investment Group LLC ($121.22K), Horizon Kinetics Asset Management LLC ($73.23K), Family Management Corp ($72.11K), Integrated Capital Management Inc. ($70.97K), and Raymond James & Associates ($62.29K).

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

Institutional investors have sold a total of 985,413 shares in the last 24 months. This volume of shares sold represents approximately $14.57M in transactions.


Related Companies

This page (NYSE:DBL) was last updated on 11/24/2024 by MarketBeat.com Staff
From Our Partners
New post-election stock warning from Wall Street
If you’re holding U.S. stocks, it may be time to brace for impact. The S&P 500 crossed 6,000 for the first ...
Chaikin Analytics | Sponsored
[625,000% Gain] – Are You Ready for the Next Altcoin Boom?
All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you k...
Crypto Swap Profits | Sponsored
Popular Stocks at Risk Under Trump—Are You Holding These?
The Stocks Most At-Risk from Trump’s Victory Free e-book reveals sectors – and stocks within them – likely ...
StockEarnings | Sponsored
Are Your Retirement Savings Really Safe?What They Don’t Want You to Know About Your 401(k)
The 2008-2010 crisis wiped out almost 50% of the value of retirement funds. If you knew it was coming, wouldn'...
American Hartford Gold | Sponsored
Donald Trump can’t save you from this crisis
Elon Musk: “This Is The Most Destructive Force In History” Elon Musk claims a terrifying new economic force...
Wide Moat Research | Sponsored
A “Thank You Gift” From Pres. Trump - Genius
Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax...
Colonial Metals | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored