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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

DoubleLine Yield Opportunities Fund logo
$15.85 +0.02 (+0.13%)
As of 01/14/2025 03:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for DoubleLine Yield Opportunities Fund (NYSE:DLY)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$81.13M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$16.88M
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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
12/13/2024B. Riley Wealth Advisors Inc.17,136$284K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC149,130$2.47M0.1%N/A0.000%
11/15/2024World 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%
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%
11/9/2024Creekside Partners113,219$1.88M1.0%+0.6%0.000%
11/8/2024Moors & Cabot Inc.22,800$378K0.0%+4.6%0.000%
11/7/2024Aviance 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%
10/23/2024Hennion & 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%
10/11/2024Empirical Asset Management LLC11,079$184K0.0%N/A0.000%
10/10/2024Westend Capital Management LLC6,877$114K0.0%N/A0.000%
8/30/2024Creekside Partners112,596$1.78M1.0%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.2,198$35K0.0%N/A0.000%
8/14/2024Evoke Wealth LLC16,000$252K0.3%-82.7%0.000%
8/13/2024Herr Investment Group LLC382,782$6.04M0.4%-36.8%0.000%
8/7/2024Wedbush Securities Inc.95,882$1.51M0.1%+33.6%0.000%
8/6/2024Asset Dedication LLC1,944$31K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC13,431$212K0.1%+15.8%0.000%
8/2/2024Schwarz Dygos Wheeler Investment Advisors LLC49,530$782K0.2%+8.4%0.000%
8/1/2024Consolidated Portfolio Review Corp172,859$2.73M0.6%-9.3%0.000%
7/25/2024Pettinga Financial Advisors LLC45,102$712K0.2%-37.3%0.000%
7/23/2024Gridiron Partners LLC27,066$427K0.3%-9.2%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.74,576$1.18M0.1%+9.2%0.000%
7/12/2024Optimum Investment Advisors15,679$247K0.1%-4.8%0.000%
5/29/2024Pathway Financial Advisers LLC35,973$573K0.2%N/A0.000%
5/17/2024Comerica Bank20,760$331K0.0%+77.8%0.000%
5/14/2024Herr Investment Group LLC606,087$9.66M2.5%-4.8%0.000%
5/7/2024Oppenheimer & Co. Inc.14,200$226K0.0%-11.3%0.000%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC45,689$728K0.2%+6.6%0.000%
4/30/2024Consolidated Portfolio Review Corp190,566$3.04M0.8%-0.6%0.000%
4/30/2024Hartline Investment Corp10,438$166K0.0%N/A0.000%
4/23/2024Raymond James Financial Services Advisors Inc.162,860$2.60M0.0%-0.8%0.000%
4/22/2024PFG Investments LLC189,967$3.03M0.2%N/A0.000%
4/18/2024Pettinga Financial Advisors LLC71,963$1.15M0.3%-61.5%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.68,306$1.09M0.1%+106.7%0.000%
4/15/2024Wealthcare 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%
2/6/2024Aviance Capital Partners LLC24,130$359K0.1%-4.8%0.000%
2/6/2024Spire 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%
1/19/2024Realta Investment Advisors15,234$227K0.1%N/A0.000%
1/18/2024Pettinga Financial Advisors LLC186,855$2.78M0.7%-8.8%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.164,256$2.44M0.0%+10.5%0.000%
1/8/2024Optimum 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%
11/7/2023Aviance Capital Partners LLC25,358$374K0.1%N/A0.000%
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%
10/27/2023Allspring Global Investments Holdings LLC91,625$1.35M0.0%-54.7%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.148,603$2.19M0.0%+46.5%0.000%
10/24/2023Raymond James & Associates22,077$325K0.0%+5.0%0.000%
10/24/2023Pettinga 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%
7/24/2023Allspring Global Investments Holdings LLC202,186$2.94M0.0%-55.0%0.000%
7/18/2023Allspring Global Investments Holdings LLC202,186$2.94M0.0%-55.0%0.000%
7/18/2023Pettinga 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%
(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, 67 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), Pathway Financial Advisers LLC ($10.04M), HighTower Advisors LLC ($7.42M), Penserra Capital Management LLC ($6.12M), Herr Investment Group LLC ($6.04M), and Ieq Capital LLC ($4.24M).Learn more on DLY's institutional investors.

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

Of the 60 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), World Investment Advisors LLC ($2.62M), Pathway Financial Advisers LLC ($1.17M), Herr Investment Group LLC ($703.57K), Ieq Capital LLC ($325.63K), Wells Fargo & Company MN ($261.63K), and Atlas Wealth LLC ($210.15K).

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

Institutional investors have bought a total of 17,025,178 shares in the last 24 months. This purchase volume represents approximately $239.98M in transactions.

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

Of the 29 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 ($776.04K), Allspring Global Investments Holdings LLC ($604.68K), Penserra Capital Management LLC ($380.99K), Pettinga Financial Advisors LLC ($309.41K), Herr Investment Group LLC ($253.58K), Atlas Wealth LLC ($96.15K), and Evoke Wealth LLC ($78.69K).

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

Institutional investors have sold a total of 2,772,217 shares in the last 24 months. This volume of shares sold represents approximately $40.94M in transactions.


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