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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

DoubleLine Yield Opportunities Fund logo
$16.34 +0.07 (+0.43%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for DoubleLine Yield Opportunities Fund (NYSE:DLY)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$78.37M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$16.90M
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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
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%
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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%
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%
2/1/2024Larson 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%
1/24/2024 International Assets Investment Management LLC41,725$620K0.0%N/A0.000%
1/19/2024 Realta Investment Advisors15,234$227K0.1%N/A0.000%
1/18/2024 Pettinga 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%
1/8/2024 Optimum Investment Advisors16,267$242K0.1%-5.7%0.000%
11/16/2023 Penserra Capital Management LLC415,655$6.12M0.1%-47.8%0.000%
11/13/2023 Consolidated Portfolio Review Corp176,665$2.60M0.6%+4.8%0.000%
11/9/2023 UBS Group AG1,639,900$24.16M0.0%-1.6%0.000%
11/8/2023 HighTower Advisors LLC448,431$6.61M0.0%+5.0%0.000%
11/8/2023Pathstone Family Office LLC24,933$367K0.0%N/A0.000%
11/8/2023 Journey Strategic Wealth LLC45,113$665K0.0%+95.2%0.000%
11/8/2023 Atria Wealth Solutions Inc.29,317$432K0.0%-28.1%0.000%
11/8/2023 Oppenheimer & Co. Inc.14,700$217K0.0%-41.7%0.000%
11/7/2023 Atlas Wealth LLC51,296$756K0.1%-65.2%0.000%
11/7/2023 Aviance Capital Partners LLC25,358$374K0.1%N/A0.000%
11/6/2023 Summit X LLC24,430$360K0.1%-12.5%0.000%
11/4/2023 Schwarz Dygos Wheeler Investment Advisors LLC42,591$627K0.2%+27.9%0.000%
10/27/2023 Allspring 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%
10/24/2023 Pettinga Financial Advisors LLC204,957$3.02M0.9%-25.8%0.000%
10/23/2023Commonwealth Equity Services LLC52,512$774K0.0%-6.7%0.000%
8/15/2023 Journey Strategic Wealth LLC23,113$336K0.0%+25.0%0.000%
8/11/2023 Schwarz Dygos Wheeler Investment Advisors LLC33,294$484K0.2%+2.2%0.000%
8/11/2023 Penserra Capital Management LLC796,640$11.58M0.2%+6.6%0.000%
8/10/2023 Moors & Cabot Inc.33,200$482K0.0%-6.2%0.000%
8/10/2023 Sit Investment Associates Inc.132,859$1.93M0.1%-12.2%0.000%
8/10/2023 Summit X LLC27,920$406K0.1%-3.2%0.000%
8/8/2023 Arbor Capital Management Inc. ADV67,936$988K0.8%-7.5%0.000%
8/3/2023 Atria Wealth Solutions Inc.40,754$592K0.0%+168.5%0.000%
7/31/2023 LPL Financial LLC40,904$594K0.0%-42.0%0.000%
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7/24/2023 Allspring Global Investments Holdings LLC202,186$2.94M0.0%-55.0%0.000%
7/18/2023 Allspring Global Investments Holdings LLC202,186$2.94M0.0%-55.0%0.000%
7/18/2023 Pettinga Financial Advisors LLC276,127$4.01M1.2%-11.8%0.000%
5/12/2023 Journey Strategic Wealth LLC18,496$259K0.0%+7.5%0.000%
5/12/2023 HighTower Advisors LLC412,518$5.77M0.0%+36.1%0.000%
5/11/2023 Consolidated Portfolio Review Corp159,596$2.23M0.6%N/A0.000%
5/10/2023 Oppenheimer & Co. Inc.25,350$355K0.0%+27.7%0.000%
5/10/2023 Summit X LLC28,829$403K0.1%N/A0.000%
5/10/2023Herr Investment Group LLC703,573$9.84M0.7%+8.9%0.000%
5/10/2023 Robinson Capital Management LLC24,938$347K0.2%-31.0%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, 66 institutional investors and hedge funds held shares of DoubleLine Yield Opportunities Fund. The most heavily invested institutionals were World Investment Advisors LLC ($40.94M), 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), and Herr Investment Group LLC ($6.04M).Learn more on DLY's institutional investors.

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

Of the 59 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 ($2.47M), 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 16,858,912 shares in the last 24 months. This purchase volume represents approximately $237.22M 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), Pettinga Financial Advisors LLC ($388.39K), Penserra Capital Management LLC ($380.99K), 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 2,853,196 shares in the last 24 months. This volume of shares sold represents approximately $42.00M in transactions.


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This page (NYSE:DLY) was last updated on 11/24/2024 by MarketBeat.com Staff
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