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Get Institutions for : 
Doubleline Yield Opportunities Fund (DLY)  
$15.93 0.07 (0.44%) as of 4:30 Mon 5/13


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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  : 
1.53 (10.63%)  




 
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
   WELLS FARGO & CO/MN 1072 - 2024-03-31 1,352,246 $21,555,000 117,851
   ROYAL BANK OF CANADA 1330 - 2023-12-31 846,961 $12,593,000 161,613
   HIGHTOWER ADVISORS, LLC 811 - 2024-03-31 452,817 $7,213,000 1,262
   Penserra Capital Management LLC 122 - 2023-12-31 447,162 $6,649,000 31,507
   Rockefeller Capital Management L.P. 815 - 2023-12-31 181,504 $2,699,000 19,382
   STIFEL FINANCIAL CORP 1755 - 2023-12-31 119,011 $1,770,000 17,755
   EVOKE WEALTH LLC 292 - 2023-12-31 92,685 $1,378,000 46,485
   Hennion & Walsh Asset Management Inc. 399 - 2024-03-31 68,306 $1,089,000 35,255
   WEDBUSH MORGAN SECURITIES INC 338 - 2023-12-31 64,947 $966,000 2,380
   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. 1115 - 2023-12-31 39,530 $588,000 10,213
   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
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 66 - 2023-12-31 24,172 $359,000 7,035
   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
   COMERICA BANK 2298 - 2023-12-31 11,676 $174,000 1,550
   Activest Wealth Management 89 - 2024-03-31 5,074 $81,000 113
   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
   Raleigh Capital Management Inc. 528 - 2023-12-31 875 $13,000 175
   HARBOUR INVESTMENTS INC. 2413 - 2023-12-31 358 $5,000 8
  26 Records found
  1    
  Page 1 of 1
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