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DoubleLine Opportunistic Credit Fund (DBL) Institutional Ownership

DoubleLine Opportunistic Credit Fund logo
$15.63 +0.02 (+0.13%)
As of 01/14/2025 03:49 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)
26
Total
Institutional Inflows
(last 12 months)
$70.31M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$37.10M
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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
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%
1/13/2025 Matrix Trust Co34,656$537K0.1%+705.6%0.000%
1/8/2025 International 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%
10/22/2024 International 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%
10/9/2024 Matrix 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%
7/30/2024 International Assets Investment Management LLC142,064$2.18M0.1%+38.4%0.000%
7/23/2024Gridiron Partners LLC40,017$615K0.4%-4.2%0.000%
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%
4/11/2024 International Assets Investment Management LLC102,631$1.58M0.0%+55.5%0.000%
2/13/2024ArchPoint Investors103,474$1.59M0.7%-10.8%0.000%
2/12/2024Gridiron Partners LLC161,661$2.48M1.8%N/A0.000%
2/9/2024Brogan Financial Inc.13,835$212K0.2%N/A0.000%
2/9/2024UBS Group AG541,624$8.31M0.0%+346.3%0.000%
2/7/2024Avantax Advisory Services Inc.11,627$178K0.0%N/A0.000%
2/6/2024Aviance Capital Partners LLC75,442$1.16M0.2%-49.0%0.000%
2/6/2024ARS Wealth Advisors Group LLC15,000$230K0.0%N/A0.000%
2/6/2024U.S. Capital Wealth Advisors LLC34,324$527K0.0%+2.3%0.000%
2/5/2024Intellectus 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%
1/12/2024Twelve Points Wealth Management LLC202,270$3.11M1.5%+4.8%0.000%
1/9/2024Ignite Planners LLC81,264$1.24M0.4%+104.1%0.000%
11/15/2023Evergreen Capital Management LLC132,514$1.93M0.1%N/A0.000%
11/7/2023Aviance Capital Partners LLC147,914$2.16M0.5%-39.2%0.000%
11/1/2023Verus Capital Partners LLC35,757$521K0.1%+14.8%0.000%
10/31/2023Fifth Third Bancorp1,800$26K0.0%-84.1%0.000%
10/25/2023Intellectus Partners LLC133,590$1.95M0.6%+21.9%0.000%
10/24/2023Raymond James & Associates110,778$1.62M0.0%-17.1%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.34,791$507K0.0%-15.1%0.000%
10/11/2023Ignite 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%
8/14/2023Horizon Kinetics Asset Management LLC71,173$1.03M0.0%-42.2%0.000%
8/11/2023Guggenheim Capital LLC68,897$1M0.0%-7.0%0.000%
8/10/2023Sit Investment Associates Inc.2,705,943$39.26M1.0%+3.1%0.000%
8/8/2023Focused Wealth Management Inc5,906$86K0.0%-44.6%0.000%
8/4/2023Aviance Capital Partners LLC243,381$3.53M0.7%+4.1%0.000%
8/4/2023U.S. Capital Wealth Advisors LLC33,710$489K0.0%+18.4%0.000%
8/1/2023Fort Sheridan Advisors LLC16,062$233K0.1%-16.8%0.000%
7/31/2023LPL Financial LLC66,429$964K0.0%+7.1%0.000%
7/31/2023Verus Capital Partners LLC31,134$452K0.1%+14.9%0.000%
7/31/2023Integrated Capital Management Inc.10,734$156K0.1%-86.9%0.000%
7/31/2023Intellectus 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%
7/20/2023SkyOak Wealth LLC10,343$150K0.0%-26.3%0.000%
7/20/2023 International Assets Investment Management LLC18,462$268K0.0%+15.7%0.000%
7/19/2023Golden State Equity Partners12,758$185K0.1%N/A0.000%
7/14/2023Park Avenue Securities LLC59,747$867K0.0%-2.0%0.000%
7/13/2023Twelve Points Wealth Management LLC183,204$2.66M1.4%+11.8%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.40,968$594K0.0%-9.7%0.000%
5/11/2023Elequin Securities LLC2,795$40K0.0%N/A0.000%
5/11/2023Sit Investment Associates Inc.2,623,465$37.20M1.0%+4.3%0.000%
5/11/2023Aviance Capital Partners LLC233,750$3.32M0.7%+1.3%0.000%
5/11/2023Guggenheim Capital LLC74,057$1.05M0.0%+10.6%0.000%
5/10/2023Herr Investment Group LLC408,342$5.79M0.4%+7.0%0.000%
5/9/2023Verus Capital Partners LLC27,096$384K0.1%+15.5%0.000%
5/8/2023Shaker Financial Services LLC69,478$985K0.4%N/A0.000%
5/5/2023Truist Financial Corp11,380$161K0.0%+7.9%0.000%
5/4/2023Intellectus 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%
4/28/2023Ameritas Advisory Services LLC1,786$25K0.0%N/A0.000%
4/28/2023Beacon Harbor Wealth Advisors Inc.12,300$174K0.1%-39.4%0.000%
4/26/2023Integrated 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%
(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), UBS Group AG ($8.31M), Evergreen Capital Management LLC ($6.56M), Twelve Points Wealth Management LLC ($4.63M), Herr Investment Group LLC ($4.35M), Intellectus Partners LLC ($3.73M), and Janney Montgomery Scott LLC ($2.99M).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 5,863,299 shares in the last 24 months. This purchase volume represents approximately $90.10M in transactions.

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

Of the 37 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: International Assets Investment Management LLC ($2.16M), 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), and Integrated Capital Management Inc. ($70.97K).

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

Institutional investors have sold a total of 3,138,741 shares in the last 24 months. This volume of shares sold represents approximately $47.94M in transactions.


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This page (NYSE:DBL) was last updated on 1/15/2025 by MarketBeat.com Staff
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