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Get Institutions for : 
Doubleline Yield Opportunities Fund (DLY)  
$15.50 0.11 (0.7%) as of 4:30 Tue 5/28


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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  : 
1.10 (7.64%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2156 - 2024-03-31 2,057,898 $32,803,000 244,915
   WELLS FARGO & CO/MN 1072 - 2024-03-31 1,352,246 $21,555,000 117,851
   UBS Group AG 1219 - 2024-03-31 1,205,495 $19,216,000 67,575
   ROYAL BANK OF CANADA 1309 - 2024-03-31 882,081 $14,060,000 35,120
   HIGHTOWER ADVISORS, LLC 811 - 2024-03-31 452,817 $7,213,000 1,262
   STIFEL FINANCIAL CORP 1733 - 2024-03-31 122,691 $1,956,000 3,680
   WEDBUSH MORGAN SECURITIES INC 337 - 2024-03-31 71,766 $1,144,000 6,819
   Hennion & Walsh Asset Management Inc. 399 - 2024-03-31 68,306 $1,089,000 35,255
   LPL FINANCIAL CORP 3172 - 2024-03-31 59,289 $945,000 11,710
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 79 - 2024-03-31 45,689 $728,000 2,813
   Atria Wealth Solutions Inc. 1065 - 2024-03-31 44,151 $704,000 4,621
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 47 - 2024-03-31 33,942 $541,000 9,770
   RAYMOND JAMES & ASSOCIATES 3080 - 2024-03-31 28,049 $447,000 6,304
   Summit X LLC 123 - 2024-03-31 27,516 $439,000 1,191
   Integrated Wealth Concepts LLC 1144 - 2024-03-31 25,035 $399,000 25,035
   MILLENNIUM MANAGEMENT LLC 3302 - 2024-03-31 22,839 $364,000 22,839
   GUGGENHEIM CAPITAL LLC 1623 - 2024-03-31 20,887 $333,000 116
   COMERICA BANK 2068 - 2024-03-31 20,760 $331,000 9,084
   Coastal Investment Advisors Inc. 332 - 2024-03-31 17,244 $275,000 2,010
   OPTIMUM INVESTMENT ADVISORS 165 - 2024-03-31 16,473 $263,000 206
   Private Advisor Group LLC 2018 - 2024-03-31 14,334 $228,000 314
   Activest Wealth Management 89 - 2024-03-31 5,074 $81,000 113
   Tidemark LLC 205 - 2024-03-31 4,144 $66,000 8
   Larson Financial Group LLC 757 - 2024-03-31 2,362 $38,000 223
   Spire Wealth Management 1401 - 2024-03-31 1,730 $28,000 25
   HOLLENCREST SECURITIES LLC 584 - 2024-03-31 1,666 $27,000 542
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 404 - 2024-03-31 1,252 $20,000 38
   HARBOUR INVESTMENTS INC. 2413 - 2023-12-31 358 $5,000 8
  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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