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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

DoubleLine Yield Opportunities Fund logo
$16.17 -0.02 (-0.10%)
As of 02/21/2025 04:00 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)
43
Total
Institutional Inflows
(last 12 months)
$89.30M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$20.04M
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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
2/18/2025 Fourth Dimension Wealth LLC3,100$49K0.0%N/A0.000%
2/18/2025 Elequin Capital LP5,208$82K0.0%N/A0.000%
2/18/2025 Mpwm Advisory Solutions LLC10,621$168K0.1%N/A0.000%
2/17/2025 Captrust Financial Advisors196,171$3.11M0.0%+1.8%0.000%
2/17/2025 Citadel Advisors LLC50,762$804K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE174,347$2.76M0.0%-12.9%0.000%
2/14/2025 Stifel Financial Corp75,508$1.20M0.0%-15.8%0.000%
2/14/2025 Shaker Financial Services LLC20,884$331K0.1%N/A0.000%
2/13/2025 NewEdge Advisors LLC29,650$469K0.0%+91.9%0.000%
2/13/2025 Cohen & Steers Inc.175,007$2.77M0.0%-30.3%0.000%
2/13/2025 Rockefeller Capital Management L.P.49,058$777K0.0%-9.2%0.000%
2/13/2025 Redwood Park Advisors LLC7,659$121K0.1%N/A0.000%
2/13/2025 Raymond James Financial Inc.265,037$4.20M0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC60,307$955K0.0%+307.1%0.000%
2/13/2025 Invesco Ltd.40,670$644K0.0%+119.1%0.000%
2/13/2025 Envestnet Asset Management Inc.17,404$276K0.0%+14.7%0.000%
2/13/2025 Wedbush Securities Inc.98,195$1.55M0.1%+2.6%0.000%
2/13/2025 Wells Fargo & Company MN1,877,505$29.72M0.0%+16.8%0.000%
2/12/2025 World Investment Advisors175,370$2.78M0.1%+17.6%0.000%
2/12/2025 CIBC Private Wealth Group LLC9,459$150K0.0%-8.8%0.000%
2/12/2025 Maridea Wealth Management LLC99,233$1.57M0.5%N/A0.000%
2/11/2025 LPL Financial LLC70,216$1.11M0.0%+3.8%0.000%
2/11/2025 Optimum Investment Advisors13,292$210K0.1%-15.3%0.000%
2/11/2025 Virtu Financial LLC18,482$293K0.0%N/A0.000%
2/10/2025 Harbour Investments Inc.3,894$62K0.0%+564.5%0.000%
2/7/2025 Summit X LLC26,445$419K0.1%-3.9%0.000%
2/7/2025 HighTower Advisors LLC455,785$7.22M0.0%+1.9%0.000%
2/7/2025 Schwarz Dygos Wheeler Investment Advisors LLC62,212$985K0.2%+25.4%0.000%
2/7/2025 Aviance Capital Partners LLC20,735$328K0.0%+8.6%0.000%
2/6/2025 Lindbrook Capital LLC4,100$65K0.0%+57.7%0.000%
2/6/2025 Raymond James Financial Inc.265,037$4.20M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.19,450$308K0.0%+70.6%0.000%
2/3/2025 Private Advisor Group LLC20,868$330K0.0%+25.0%0.000%
1/31/2025 Atria Wealth Solutions Inc.78,117$1.24M0.0%+23.9%0.000%
1/30/2025 Pathway Financial Advisers LLC37,610$595K0.2%-93.8%0.000%
1/24/2025 Journey Strategic Wealth LLC32,296$511K0.0%+21.4%0.000%
1/24/2025 Total Clarity Wealth Management Inc.13,932$221K0.1%+7.3%0.000%
1/15/2025 Westend Capital Management LLC12,311$195K0.1%+79.0%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.74,414$1.18M0.1%+0.9%0.000%
12/13/2024B. Riley Wealth Advisors Inc.17,136$284K0.0%N/A0.000%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

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11/25/2024 World Investment Advisors LLC149,130$2.47M0.1%N/A0.000%
11/15/2024 World Investment Advisors LLC2,467,831$40.94M0.2%N/A0.000%
11/15/2024 Stifel Financial Corp89,624$1.49M0.0%-12.1%0.000%
11/15/2024 HighTower Advisors LLC447,305$7.42M0.0%+2.8%0.000%
11/15/2024 FSA Wealth Management LLC1,583$26K0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.54,051$897K0.0%-50.2%0.000%
11/9/2024 Creekside Partners113,219$1.88M1.0%+0.6%0.000%
11/8/2024 Moors & Cabot Inc.22,800$378K0.0%+4.6%0.000%
11/7/2024 Aviance Capital Partners LLC19,085$317K0.0%-18.2%0.000%
10/25/2024 Pathway Financial Advisers LLC605,257$10.04M0.1%+1,569.8%0.000%
10/24/2024 Pathway Financial Advisers LLC605,257$10.04M0.1%+1,569.8%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.73,774$1.22M0.1%-1.1%0.000%
10/22/2024 Private Advisor Group LLC16,691$277K0.0%+13.9%0.000%
10/11/2024 Empirical Asset Management LLC11,079$184K0.0%N/A0.000%
10/10/2024 Westend Capital Management LLC6,877$114K0.0%N/A0.000%
8/30/2024 Creekside Partners112,596$1.78M1.0%N/A0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.2,198$35K0.0%N/A0.000%
8/14/2024 Evoke Wealth LLC16,000$252K0.3%-82.7%0.000%
8/13/2024Herr Investment Group LLC382,782$6.04M0.4%-36.8%0.000%
8/7/2024 Wedbush Securities Inc.95,882$1.51M0.1%+33.6%0.000%
8/6/2024 Asset Dedication LLC1,944$31K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC13,431$212K0.1%+15.8%0.000%
8/2/2024 Schwarz Dygos Wheeler Investment Advisors LLC49,530$782K0.2%+8.4%0.000%
8/1/2024 Consolidated Portfolio Review Corp172,859$2.73M0.6%-9.3%0.000%
7/25/2024 Pettinga Financial Advisors LLC45,102$712K0.2%-37.3%0.000%
7/23/2024 Gridiron Partners LLC27,066$427K0.3%-9.2%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.74,576$1.18M0.1%+9.2%0.000%
7/12/2024 Optimum Investment Advisors15,679$247K0.1%-4.8%0.000%
5/29/2024 Pathway Financial Advisers LLC35,973$573K0.2%N/A0.000%
5/17/2024 Comerica Bank20,760$331K0.0%+77.8%0.000%
5/14/2024Herr Investment Group LLC606,087$9.66M2.5%-4.8%0.000%
5/7/2024 Oppenheimer & Co. Inc.14,200$226K0.0%-11.3%0.000%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC45,689$728K0.2%+6.6%0.000%
4/30/2024 Consolidated Portfolio Review Corp190,566$3.04M0.8%-0.6%0.000%
4/30/2024 Hartline 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%
4/22/2024 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%
2/14/2024 LM Advisors LLC18,917$281K0.1%N/A0.000%
2/14/2024 Vivaldi Capital Management LP85,521$1.32M0.4%N/A0.000%
2/13/2024 Aristides Capital LLC16,961$252K0.1%N/A0.000%
2/13/2024 Walled Lake Planning & Wealth Management LLC24,172$359K0.2%+41.1%0.000%
2/12/2024 Evoke Wealth LLC92,685$1.38M0.0%+100.6%0.000%
2/12/2024 Gridiron Partners LLC76,647$1.14M0.8%N/A0.000%
2/12/2024 Weiss Asset Management LP25,287$376K0.0%N/A0.000%
2/9/2024 Brogan Financial Inc.25,728$383K0.3%N/A0.000%
2/9/2024 Tidemark LLC4,136$61K0.0%N/A0.000%
2/9/2024 Journey Strategic Wealth LLC41,113$611K0.0%-8.9%0.000%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
2/9/2024 CreativeOne Wealth LLC17,700$263K0.0%N/A0.000%
2/9/2024 Wells Fargo & Company MN1,234,395$18.36M0.0%+26.9%0.000%
2/9/2024 UBS Group AG1,137,920$16.92M0.0%-30.6%0.000%
2/8/2024 Summit 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%
2/2/2024 Atria Wealth Solutions Inc.39,530$588K0.0%+34.8%0.000%
2/1/2024 Larson Financial Group LLC2,139$32K0.0%+154.9%0.000%
1/29/2024 Consolidated 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%
(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, 80 institutional investors and hedge funds held shares of DoubleLine Yield Opportunities Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($29.72M), UBS Group AG ($16.92M), HighTower Advisors LLC ($7.22M), Penserra Capital Management LLC ($6.12M), Herr Investment Group LLC ($6.04M), Ieq Capital LLC ($4.24M), and Raymond James Financial Inc. ($4.20M).Learn more on DLY's institutional investors.

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

Of the 68 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: World Investment Advisors LLC ($2.62M), Pathway Financial Advisers LLC ($1.17M), Wells Fargo & Company MN ($532.07K), Raymond James Financial Inc. ($530.07K), PFG Investments LLC ($189.97K), Consolidated Portfolio Review Corp ($182.74K), and Raymond James Financial Services Advisors Inc. ($163.73K).

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

Institutional investors have bought a total of 7,019,476 shares in the last 24 months. This purchase volume represents approximately $111.96M in transactions.

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

Of the 30 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: Allspring Global Investments Holdings LLC ($604.68K), Pathway Financial Advisers LLC ($567.65K), UBS Group AG ($528.26K), Penserra Capital Management LLC ($380.99K), Pettinga Financial Advisors LLC ($309.41K), Herr Investment Group LLC ($253.58K), and Atlas Wealth LLC ($96.15K).

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

Institutional investors have sold a total of 3,168,103 shares in the last 24 months. This volume of shares sold represents approximately $48.01M in transactions.


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This page (NYSE:DLY) was last updated on 2/22/2025 by MarketBeat.com Staff
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