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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

DoubleLine Yield Opportunities Fund logo
$14.80 +0.04 (+0.27%)
Closing price 04/17/2025 03:58 PM Eastern
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$14.78 -0.03 (-0.17%)
As of 04/17/2025 04:05 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)
$88.83M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$20.08M
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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
4/17/2025Precedent Wealth Partners LLC12,479$201K0.1%N/A0.000%
4/15/2025 Wealthcare Advisory Partners LLC14,950$241K0.0%-13.7%0.000%
2/25/2025B. Riley Wealth Advisors Inc.20,337$322K0.0%+18.7%0.000%
2/18/2025Fourth Dimension Wealth LLC3,100$49K0.0%N/A0.000%
2/18/2025Elequin Capital LP5,208$82K0.0%N/A0.000%
2/18/2025Mpwm Advisory Solutions LLC10,621$168K0.1%N/A0.000%
2/17/2025Captrust Financial Advisors196,171$3.11M0.0%+1.8%0.000%
2/17/2025Citadel Advisors LLC50,762$804K0.0%N/A0.000%
2/17/2025Bank of America Corp DE174,347$2.76M0.0%-12.9%0.000%
2/14/2025Stifel Financial Corp75,508$1.20M0.0%-15.8%0.000%
2/14/2025Shaker Financial Services LLC20,884$331K0.1%N/A0.000%
2/13/2025NewEdge Advisors LLC29,650$469K0.0%+91.9%0.000%
2/13/2025Cohen & Steers Inc.175,007$2.77M0.0%-30.3%0.000%
2/13/2025Rockefeller Capital Management L.P.49,058$777K0.0%-9.2%0.000%
2/13/2025Redwood Park Advisors LLC7,659$121K0.1%N/A0.000%
2/13/2025Raymond James Financial Inc.265,037$4.20M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC60,307$955K0.0%+307.1%0.000%
2/13/2025Invesco Ltd.40,670$644K0.0%+119.1%0.000%
2/13/2025Envestnet Asset Management Inc.17,404$276K0.0%+14.7%0.000%
2/13/2025Wedbush Securities Inc.98,195$1.55M0.1%+2.6%0.000%
2/13/2025Wells Fargo & Company MN1,877,505$29.72M0.0%+16.8%0.000%
2/12/2025World Investment Advisors175,370$2.78M0.1%+17.6%0.000%
2/12/2025CIBC Private Wealth Group LLC9,459$150K0.0%-8.8%0.000%
2/12/2025Maridea Wealth Management LLC99,233$1.57M0.5%N/A0.000%
2/11/2025LPL Financial LLC70,216$1.11M0.0%+3.8%0.000%
2/11/2025Optimum Investment Advisors13,292$210K0.1%-15.3%0.000%
2/11/2025Virtu Financial LLC18,482$293K0.0%N/A0.000%
2/10/2025Harbour Investments Inc.3,894$62K0.0%+564.5%0.000%
2/7/2025Summit X LLC26,445$419K0.1%-3.9%0.000%
2/7/2025HighTower Advisors LLC455,785$7.22M0.0%+1.9%0.000%
2/7/2025Schwarz Dygos Wheeler Investment Advisors LLC62,212$985K0.2%+25.4%0.000%
2/7/2025Aviance Capital Partners LLC20,735$328K0.0%+8.6%0.000%
2/6/2025Lindbrook Capital LLC4,100$65K0.0%+57.7%0.000%
2/6/2025Raymond James Financial Inc.265,037$4.20M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.19,450$308K0.0%+70.6%0.000%
2/3/2025Private Advisor Group LLC20,868$330K0.0%+25.0%0.000%
1/31/2025Atria Wealth Solutions Inc.78,117$1.24M0.0%+23.9%0.000%
1/30/2025Pathway Financial Advisers LLC37,610$595K0.2%-93.8%0.000%
1/24/2025Journey Strategic Wealth LLC32,296$511K0.0%+21.4%0.000%
1/24/2025Total Clarity Wealth Management Inc.13,932$221K0.1%+7.3%0.000%
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1/15/2025Westend 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%
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%
10/23/2024 Hennion & 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%
7/23/2024 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%
7/12/2024Optimum 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%
4/17/2024 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%
2/14/2024LM 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%
2/12/2024 Gridiron Partners LLC76,647$1.14M0.8%N/A0.000%
2/12/2024Weiss Asset Management LP25,287$376K0.0%N/A0.000%
The first casualty of the 2025 trade war (Ad)

The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim Plaehn reveals how the 2025 trade war is quietly eroding dividend income — and which U.S.-focused stocks are still raising payouts.

Watch the 2025 Trade War dividend protection briefing now
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%
(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, 81 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 HighTower Advisors LLC ($151.38K).

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

Institutional investors have bought a total of 6,920,349 shares in the last 24 months. This purchase volume represents approximately $110.61M in transactions.

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

Of the 31 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 3,170,483 shares in the last 24 months. This volume of shares sold represents approximately $48.05M in transactions.


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This page (NYSE:DLY) was last updated on 4/18/2025 by MarketBeat.com Staff
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