DLY / DoubleLine Yield Opportunities Fund - Institutionellt ägande - Säljare

DoubleLine Yield Opportunities Fund
US ˙ NYSE ˙ US25862D1054

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-31 13F Oppenheimer & Co Inc 12 430 −34,51 194 −36,72
2025-08-21 13F Pathway Financial Advisers, LLC 37 394 −0,91 583 −4,12
2025-05-05 13F Hollencrest Capital Management 0 −100,00 0 −100,00
2025-05-15 13F Hrt Financial Lp 0 −100,00 0
2025-05-15 13F FSA Wealth Management LLC 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 69 759 −4,26 1 088 −7,33
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0
2025-08-05 13F Fourth Dimension Wealth, LLC 2 800 −9,68 44 −12,24
2025-08-07 13F Summit X, LLC 10 087 −42,28 157 −44,13
2025-07-21 13F Catalina Capital Group, LLC 13 518 −0,20 211 −3,67
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 0 −100,00 0
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0 −100,00
2025-08-14 13F UBS Group AG 1 043 867 −7,78 16 274 −10,70
2025-07-30 13F Journey Advisory Group, LLC 196 673 −0,52 3 066 −3,68
2025-05-15 13F Advisory Services Network, LLC 0 −100,00 0
2025-07-25 13F Total Clarity Wealth Management, Inc. 0 −100,00 0
2025-07-15 13F LeConte Wealth Management, LLC 520 722 −46,48 8 118 −48,17
2025-08-06 13F Moors & Cabot, Inc. 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 35 599 −63,34 555 −64,56
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 178 410 −40,40 2 781 −42,29
2025-07-31 13F Optimum Investment Advisors 7 983 −32,34 124 −34,39
2025-05-08 13F Harbour Investments, Inc. 0 −100,00 0
2025-08-15 13F Kestra Advisory Services, LLC 0 −100,00 0
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 74 920 −0,12 1 168 −3,23
2025-08-14 13F LM Advisors LLC 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 59 504 −42,80 1 −100,00
2025-06-30 NP CVY - Invesco Zacks Multi-Asset Income 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 29 649 −27,10 451 −31,30
2025-07-21 13F Precedent Wealth Partners, Llc 11 828 −5,22 184 −8,00
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 −100,00 0 −100,00
2025-05-14 13F Northwestern Mutual Wealth Management Co 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 638 −90,84 10 −91,96
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 32 802 −5,68 511 −8,59
2025-08-19 13F National Asset Management, Inc. 0 −100,00 0
2025-05-12 13F Virtu Financial LLC 0 −100,00 0
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista