Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em DoubleLine Yield Opportunities Fund incluem Pathstone Holdings, LLC, Independent Advisor Alliance, SageView Advisory Group, LLC, Ancora Advisors, LLC, Motiv8 Investments LLC, e BlackRock, Inc. .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
