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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
   MORGAN STANLEY 2363 - 2023-12-31 1,812,983 $26,959,000 -465,429
   UBS Group AG 1171 - 2023-12-31 1,137,920 $16,921,000 -501,980
   Herr Investment Group LLC 17 - 2023-12-31 636,362 $9,463,000 -57,421
   BANK OF AMERICA CORP /DE/ 3150 - 2023-12-31 223,235 $3,319,000 -14,489
   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
   CAPTRUST FINANCIAL ADVISORS 865 - 2023-12-31 146,065 $2,172,000 -3,475
   Pettinga Financial Advisors LLC 53 - 2024-03-31 71,963 $1,147,000 -114,892
   INVESCO LTD 2859 - 2023-12-31 58,599 $871,000 -56,892
   JOURNEY STRATEGIC WEALTH LLC 90 - 2023-12-31 41,113 $611,000 -4,000
   Advisor Group Holdings Inc. 2768 - 2024-03-31 37,882 $604,000 -6,592
   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
   GUGGENHEIM CAPITAL LLC 1643 - 2023-12-31 20,771 $309,000 -199
   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

  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results