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Get Institutions for : 
Doubleline Yield Opportunities Fund (DLY)  
$15.61 0.03 (0.19%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    9
Total shares held : 
 9,735,691  
% of shares held : 
 10.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 -568,080  
% of shares held change : 
   -0.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.66  
Last Quarter's Ending Price : 
 $14.87  
Last Quarter's Average Price : 
 $14.40  
Change from last quarter's     
avg. price to the last closing  : 
1.21 (8.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 318,075
 3.27%
 
Increased Positions :
24
 604,158
 6.21%
 
Unchanged Positions :
17
 942,222
 9.68%
 
Decreased Positions :
15
-1,142,158
-11.73%
 
Closed Positions :
7
-348,155
-3.58%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PFG Investments LLC 116 *New 2024-03-31 189,967 $3,028,000 189,967
   PATHSTONE FAMILY OFFICE, LLC 1198 *New 2023-09-30 24,933 $367,000 24,933
   Cetera Investment Advisers 3031 *New 2024-03-31 18,485 $295,000 18,485
   FIRST TRUST ADVISORS LP 2239 *New 2024-03-31 17,707 $282,000 17,707
   FINANCIAL NETWORK 2394 *New 2024-03-31 16,010 $255,000 16,010
   ENVESTNET ASSET MANAGEMENT INC 3825 *New 2024-03-31 14,821 $236,000 14,821
   Belpointe Asset Management LLC 709 *New 2024-03-31 13,675 $218,000 13,675
   Total Clarity Wealth Management Inc. 255 *New 2024-03-31 11,847 $189,000 11,847
   SHAKER FINANCIAL SERVICES, LLC 145 *New 2024-03-31 11,600 $185,000 11,600
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 379 *New 2024-03-31 10,438 $166,000 10,438
   HARTLINE INVESTMENT CORP/ 379 *New 2024-03-31 10,438 $166,000 10,438
   Wealthcare Advisory Partners LLC 771 *New 2024-03-31 10,305 $164,000 10,305
   Atlantic Trust Group LLC 1331 *New 2024-03-31 7,350 $117,000 7,350
   Laffer Tengler Investments 226 *New 2024-03-31 1,300 $21,000 1,300
   Cape Investment Advisory Inc. 684 *New 2023-12-31 625 $9,000 625
   HANSON MCCLAIN, INC. 2295 *New 2024-03-31 385 $6,000 385
   US BANCORP 3557 *New 2024-03-31 200 $3,000 200
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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