Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i DoubleLine Yield Opportunities Fund inkluderar Polar Asset Management Partners Inc., We Are One Seven, LLC, IFC Advisors LLC, Balyasny Asset Management Llc, Calamos Advisors LLC, CI Private Wealth, LLC, Cerity Partners LLC, och Creekmur Asset Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 12 767 | 199 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 12 815 | 35,48 | 200 | 45,26 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 20 251 | 316 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 17 451 | 272 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 67 358 | 2,49 | 1 050 | −0,76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 169 | 0,05 | 34 | −2,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 92 688 | 4,13 | 1 445 | 0,84 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15 265 | 2,11 | 238 | −1,25 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 30 552 | 5,25 | 476 | 1,93 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 098 | 2,69 | 173 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 463 403 | 1,92 | 7 224 | −1,31 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 15 | 0 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 278 950 | 4 349 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 396 | 2,27 | 22 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 23 784 | 35,23 | 371 | 30,74 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 25 354 | 395 | ||||||
| 2025-07-28 | 13F | IFC Advisors LLC | 27 883 | 435 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 106 589 | 3,81 | 1 662 | 0,48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 093 650 | 1,58 | 32 640 | −1,64 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 44 365 | 26,22 | 692 | 22,30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32 447 | 506 | ||||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 13 807 | 1,96 | 215 | −1,38 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 10 778 | 0,76 | 168 | −2,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 000 342 | 5,69 | 31 185 | 2,34 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18 841 | 294 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19 200 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 62 055 | 16,56 | 967 | 12,84 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 29 978 | 17,19 | 467 | 13,63 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19 532 | 0,52 | 305 | −2,56 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 10 674 | 26,29 | 166 | 22,06 | ||||
| 2025-07-29 | 13F | Creekside Partners | 116 059 | 0,61 | 1 809 | −2,58 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 35 149 | 548 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 61 319 | 22,94 | 956 | 19,05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 120 468 | 8,04 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 593 922 | 2,47 | 9 259 | −0,77 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 18 311 | 9,75 | 285 | 6,34 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 37 561 | 6,72 | 586 | 3,36 | ||||
| 2025-08-14 | 13F | Comerica Bank | 29 816 | 0,16 | 465 | −3,13 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 176 405 | 4,12 | 2 750 | 0,84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 314 553 | 15,30 | 4 904 | 11,63 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 163 247 | 0,81 | 2 545 | −2,38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10 000 | 156 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 96 685 | 4,32 | 1 507 | 1,01 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 83 413 | 1 300 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 25 535 | 8,26 | 398 | 5,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 78 893 | 518,33 | 1 230 | 499,51 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 095 | 173 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 32 |
