Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i DoubleLine Opportunistic Credit Fund inkluderar Absolute Investment Advisers Llc, Quarry LP, Blueprint Investment Partners LLC, Maridea Wealth Management LLC, och Holos Integrated Wealth LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Ameriprise Financial Inc | 312 285 | 1,92 | 4 559 | −2,42 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 12 156 | 177 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 25 950 | 51,64 | 379 | 45,38 | ||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 193 182 | 2 820 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 13 740 | 3,54 | 201 | −0,99 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 274 790 | 2,37 | 4 012 | −2,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 065 | 16 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 14 732 | 215 | ||||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 154 710 | 252,28 | 2 259 | 237,52 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 573 966 | 8 380 | ||||||
| 2026-05-11 | 13F | R.P. Boggs & Co. | 262 477 | 1,88 | 3 843 | −2,19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 569 216 | 0,15 | 8 311 | −4,12 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 173 374 | 1,13 | 2 531 | −3,18 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 400 | 6 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 18 565 | 11,47 | 283 | |||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 11 437 | 1,68 | 167 | −2,92 | ||||
| 2026-05-15 | 13F | Quarry LP | 75 986 | 1 109 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 45 658 | 6,77 | 667 | 2,15 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7 377 | 108 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 158 310 | 1,44 | 2 311 | −2,86 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 562 535 | 0,36 | 8 213 | −3,91 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 363 804 | 5,28 | 5 312 | 0,53 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 75 | 1 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 95 072 | 6,17 | 1 388 | 1,68 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12 291 | 179 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 548 752 | 4,08 | 8 012 | −0,36 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 19 750 | 54,30 | 288 | 47,69 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 31 583 | 49,73 | 461 | 43,61 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 20 441 | 9,68 | 298 | 4,93 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 13 074 | 5,32 | 191 | 0,53 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 288 641 | 11,29 | 4 214 | 6,55 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 1 823 | 2,24 | 27 | −3,70 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 375 823 | 22,74 | 5 487 | 17,49 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 750 | 55 | ||||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 21 800 | 318 |
