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DoubleLine Opportunistic Credit Fund (DBL) Institutional Ownership

DoubleLine Opportunistic Credit Fund logo
$15.62 +0.05 (+0.32%)
Closing price 03/28/2025 03:59 PM Eastern
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$15.62 0.00 (0.00%)
As of 03/28/2025 04:05 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)
40
Total
Institutional Inflows
(last 12 months)
$58.99M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$38.03M
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DBL Institutional Buying and Selling by Quarter

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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
2/18/2025 Mpwm Advisory Solutions LLC2,000$31K0.0%N/A0.000%
2/17/2025 Strategic Wealth Partners Ltd.87,336$1.37M0.1%+0.8%0.000%
2/17/2025 Morse Asset Management Inc1,882$29K0.0%+150.9%0.000%
2/17/2025 Bank of America Corp DE176,095$2.73M0.0%+6.2%0.000%
2/17/2025 Ameriprise Financial Inc.233,205$3.62M0.0%-13.0%0.000%
2/14/2025 Mercer Global Advisors Inc. ADV14,600$226K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp148,497$2.30M0.0%+38.8%0.000%
2/14/2025 Shaker Financial Services LLC110,583$1.71M0.7%-19.0%0.000%
2/14/2025 TD Waterhouse Canada Inc.17,523$270K0.0%-69.1%0.000%
2/13/2025 NewEdge Advisors LLC26,740$414K0.0%-5.3%0.000%
2/13/2025 Evergreen Capital Management LLC448,057$6.95M0.2%+3.8%0.000%
2/13/2025 Guggenheim Capital LLC161,052$2.50M0.0%+56.9%0.000%
2/13/2025 Raymond James Financial Inc.136,960$2.12M0.0%N/A0.000%
2/13/2025 Invesco Ltd.146,240$2.27M0.0%+17.7%0.000%
2/13/2025 Wedbush Securities Inc.28,118$436K0.0%-3.2%0.000%
2/13/2025 Sit Investment Associates Inc.2,941,083$45.59M1.0%+6.9%0.000%
2/13/2025 Wells Fargo & Company MN221,272$3.43M0.0%-3.0%0.000%
2/12/2025 Huntington National Bank2,035$32K0.0%N/A0.000%
2/11/2025 LPL Financial LLC142,500$2.21M0.0%+7.0%0.000%
2/10/2025 Horizon Kinetics Asset Management LLC28,598$443K0.0%-58.4%0.000%
2/10/2025 Commonwealth Equity Services LLC14,467$224K0.0%N/A0.000%
2/7/2025 Intellectus Partners LLC251,698$3.90M0.9%+6.7%0.000%
2/7/2025 Aviance Capital Partners LLC82,742$1.28M0.2%+8.2%0.000%
2/7/2025 Ashton Thomas Private Wealth LLC17,500$271K0.0%+12.5%0.000%
2/6/2025 Raymond James Financial Inc.136,960$2.12M0.0%N/A0.000%
2/5/2025 Apriem Advisors20,110$312K0.0%-13.0%0.000%
2/4/2025 World Equity Group Inc.11,250$174K0.0%N/A0.000%
1/28/2025 Golden State Wealth Management LLC3,981$62K0.0%N/A0.000%
1/27/2025 Consolidated Portfolio Review Corp70,787$1.10M0.2%+6.8%0.000%
1/27/2025 Stratos Wealth Advisors LLC18,859$292K0.0%N/A0.000%
1/24/2025 Calamos Advisors LLC23,911$371K0.0%N/A0.000%
1/24/2025 U.S. Capital Wealth Advisors LLC47,814$741K0.0%+3.6%0.000%
1/23/2025 Twelve Points Wealth Management LLC378,659$5.87M1.7%+29.4%0.000%
1/21/2025 Fifth Third Bancorp1,800$28K0.0%-27.6%0.000%
1/17/2025 Janney Montgomery Scott LLC195,409$3.03M0.0%+3.5%0.000%
1/17/2025 Transform Wealth LLC10,800$167K0.0%N/A0.000%
1/14/2025 ARS Wealth Advisors Group LLC18,600$288K0.0%-3.6%0.000%
1/14/2025 Ignite 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%
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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%
5/16/2024 B. 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%
5/8/2024 Addison 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%
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%
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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%
10/31/2023 Fifth 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%
(Data available from 1/1/2016 forward)

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DBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DBL shares?

During the previous two years, 70 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($45.59M), UBS Group AG ($8.31M), Evergreen Capital Management LLC ($6.95M), Twelve Points Wealth Management LLC ($5.87M), Herr Investment Group LLC ($4.35M), Intellectus Partners LLC ($3.90M), and Ameriprise Financial Inc. ($3.62M).Learn more on DBL's institutional investors.

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

Of the 50 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 ($3.28M), UBS Group AG ($420.28K), Sit Investment Associates Inc. ($381.24K), Raymond James Financial Inc. ($273.92K), Evergreen Capital Management LLC ($238.13K), Twelve Points Wealth Management LLC ($230.38K), and Shaker Financial Services LLC ($213.58K).

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

Institutional investors have bought a total of 6,166,065 shares in the last 24 months. This purchase volume represents approximately $95.15M 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: International Assets Investment Management LLC ($2.16M), Aviance Capital Partners LLC ($168.86K), R.P. Boggs & Co. ($164.22K), Herr Investment Group LLC ($121.22K), Horizon Kinetics Asset Management LLC ($93.26K), Integrated Capital Management Inc. ($70.97K), and TD Waterhouse Canada Inc. ($39.23K).

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

Institutional investors have sold a total of 3,031,238 shares in the last 24 months. This volume of shares sold represents approximately $46.44M in transactions.


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This page (NYSE:DBL) was last updated on 3/31/2025 by MarketBeat.com Staff
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