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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
   Herr Investment Group LLC 12 - 2024-03-31 606,087 $9,661,000 -30,275
   BANK OF AMERICA CORP /DE/ 3238 - 2024-03-31 217,380 $3,465,000 -5,855
   Consolidated Portfolio Review Corp 33 - 2024-03-31 190,566 $3,038,000 -1,198
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1493 - 2024-03-31 162,860 $2,596,000 -1,396
   Rockefeller Capital Management L.P. 906 - 2024-03-31 156,614 $2,496,000 -24,890
   CAPTRUST FINANCIAL ADVISORS 750 - 2024-03-31 144,701 $2,307,000 -1,364
   Vivaldi Capital Management LLC 77 - 2024-03-31 77,438 $1,228,000 -8,083
   Pettinga Financial Advisors LLC 53 - 2024-03-31 71,963 $1,147,000 -114,892
   INVESCO LTD 3056 - 2024-03-31 45,265 $722,000 -13,334
   Advisor Group Holdings Inc. 2768 - 2024-03-31 37,882 $604,000 -6,592
   JOURNEY STRATEGIC WEALTH LLC 132 - 2024-03-31 31,613 $504,000 -9,500
   Gridiron Partners LLC 39 - 2024-03-31 29,817 $475,000 -46,830
   AVIANCE CAPITAL PARTNERS, LLC 233 - 2024-03-31 23,696 $378,000 -434
   Moors & Cabot Inc. 624 - 2024-03-31 21,800 $347,000 -6,600
   COMMONWEALTH EQUITY SERVICES LLC. 3148 - 2024-03-31 20,639 $329,000 -29,598
   LM Advisors LLC 179 - 2024-03-31 16,217 $258,000 -2,700
   OPPENHEIMER & CO INC 1292 - 2024-03-31 14,200 $226,000 -1,800
   Catalina Capital Group LLC 239 - 2024-03-31 13,563 $216,000 -517
   HIGHLANDER CAPITAL MANAGEMENT, LLC 243 - 2024-03-31 3,850 $61,000 -500
  19 Records found
  1    
  Page 1 of 1
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