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Get Institutions for : 
Doubleline Yield Opportunities Fund (DLY)  
$15.86 0.07 (0.44%) as of 4:30 Fri 5/10


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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  : 
1.46 (10.14%)  




 
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
   IEQ CAPITAL LLC 186 - 2024-03-31 303,175 $4,833,000 0
   COHEN & STEERS INC 153 - 2023-12-31 271,007 $4,030,000 0
   Penn Mutual Asset Management LLC 16 - 2023-12-31 199,841 $2,972,000 0
   Capstone Financial Advisors Inc. 100 - 2023-12-31 24,144 $359,000 0
   Allie Family Office LLC 54 - 2023-12-31 20,000 $297,000 0
   Streettalk Advisors LLC 398 - 2024-03-31 14,000 $223,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 4,350 $65,000 0
   Lindbrook Capital LLC 859 - 2024-03-31 2,600 $41,000 0
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 309 - 2024-03-31 1,000 $16,000 0
   Sunbelt Securities Inc. 1124 - 2024-03-31 1,000 $16,000 0
   Moisand Fitzgerald Tamayo LLC 336 - 2024-03-31 500 $8,000 0
   Geneos Wealth Management Inc. 1638 - 2024-03-31 450 $7,000 0
   Glass Jacobson Investment Advisors llc 589 - 2024-03-31 455 $7,000 0
   PROEQUITIES INC. 3963 - 2024-03-31 0 $0 0
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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