Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i DoubleLine Opportunistic Credit Fund inkluderar Balyasny Asset Management Llc, Kovitz Investment Group Partners, LLC, XTX Topco Ltd, och Total Investment Management Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 057 | 0,95 | 62 | 0,00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 10 897 | 1,57 | 168 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25 548 | 0,28 | 393 | −1,51 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 140 546 | 1,43 | 2 162 | −0,18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10 800 | 166 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 273 200 | 3,57 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27 899 | 0,03 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 500 142 | 8,15 | 7 692 | 6,42 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6 614 | 507,90 | 102 | 494,12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 269 372 | 53,85 | 4 143 | 51,39 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 47 463 | 1,80 | 730 | 0,14 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 3 270 893 | 3,22 | 50 | 2,04 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 28 235 | 1,84 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 864 | 44 | ||||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 14 073 | 0,11 | 216 | −1,37 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 169 914 | 0,45 | 2 613 | −1,14 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 31 988 | 0,07 | 492 | −1,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 117 | 4,46 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 87 003 | 27,34 | 1 338 | 25,40 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 105 511 | 25,24 | 1 596 | 22,58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 214 105 | 0,55 | 3 293 | −1,08 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 462 | 1,99 | 7 | 0,00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 11 530 | 11,94 | 177 | 10,63 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 153 128 | 3,02 | 2 395 | 2,35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 257 871 | 15,59 | 3 966 | 13,77 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 281 283 | 9,46 | 4 326 | 7,72 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 28 533 | 439 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14 338 | 221 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 10 116 | 156 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 235 865 | 8,88 | 3 628 | 7,15 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 50 160 | 6,51 | 1 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 12 478 | 6,23 | 192 | 4,37 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 12 176 | 10,30 | 187 | 8,72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29 240 | 37,59 | 0 | |||||
| 2025-07-29 | 13F | R.P. Boggs & Co. | 233 390 | 3 590 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 398 592 | 6,79 | 6 130 | 5,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 610 350 | 6,37 | 9 387 | 4,67 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 4 198 | 65 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 117 227 | 235,29 | 1 803 | 230,04 |
