Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i DoubleLine Yield Opportunities Fund inkluderar Pathstone Holdings, LLC, Independent Advisor Alliance, SageView Advisory Group, LLC, Ancora Advisors, LLC, Motiv8 Investments LLC, och BlackRock, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Ancora Advisors, LLC | 250 | 3 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 35 543 | 7,80 | 495 | 3,13 | ||||
| 2026-01-29 | 13F | Comerica Bank | 47 235 | 7,06 | 687 | 3,16 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 321 532 | 99,57 | 4 476 | 91,08 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 447 219 | 3,40 | 34 065 | −1,01 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 74 377 | 2,46 | 1 035 | −1,90 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2 172 | 0,05 | 30 | −3,23 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16 020 | 223 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 194 632 | 4,76 | 2 709 | 0,30 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 806 | 2,15 | 164 | −2,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 15 667 | 6,09 | 218 | 1,87 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 198 768 | 0,94 | 2 767 | −3,39 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 496 151 | 3,71 | 6 906 | −0,70 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 120 | 0 | ||||||
| 2026-04-27 | 13F | Rareview Capital LLC | 168 388 | 35,89 | 2 625 | 35,94 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 015 180 | 1,63 | 14 131 | −2,70 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 325 | 5 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 183 203 | 5,70 | 2 550 | 1,19 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 435 577 | 0,83 | 33 903 | −3,47 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 45 358 | 3,80 | 631 | −0,63 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 294 469 | 45,54 | 4 099 | 39,37 | ||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 19 684 | 51,42 | 274 | 44,97 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 3 800 | 15,15 | 53 | 10,64 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 288 949 | 105,90 | 4 022 | 97,16 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 550 342 | 8 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 136 881 | 81,20 | 1 905 | 73,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 709 243 | 35,55 | 9 872 | 29,76 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2 603 | 38 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1 499 | 2,46 | 21 | −4,76 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 43 525 | 31,79 | 606 | 26,04 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 519 | 22 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 735 | 0 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 225 745 | 1,07 | 3 142 | −3,23 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 135 157 | 9,87 | 1 881 | 5,20 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 458 354 | 14,17 | 6 380 | 9,30 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 38 128 | 2,14 | 531 | −2,21 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 154 770 | 2 154 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 27 | 0 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 55 158 | 1,67 | 55 | −93,02 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3 360 | 47 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 22 627 | 2,92 | 315 | −1,57 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14 762 | 41,98 | 211 | 38,16 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2 289 | 0,66 | 32 | −6,06 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7 196 | 1,32 | 100 | −2,91 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 13 250 | 17,78 | 184 | 12,88 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 49 880 | 694 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 70 849 | 22,32 | 986 | 17,10 |
