OPTIMUM INVESTMENT ADVISORS - DOUBLELINE YIELD OPPORTUNITI ownership

DOUBLELINE YIELD OPPORTUNITI's ticker is DLY and the CUSIP is 25862D105. A total of 54 filers reported holding DOUBLELINE YIELD OPPORTUNITI in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of DOUBLELINE YIELD OPPORTUNITI
ValueSharesWeighting
Q2 2024$247,415
-5.8%
15,679
-4.8%
0.11%
-8.3%
Q1 2024$262,577
+8.6%
16,473
+1.3%
0.12%
-0.8%
Q4 2023$241,886
-4.9%
16,267
-5.7%
0.12%
-6.2%
Q3 2023$254,229
+1.4%
17,259
+0.0%
0.13%
+5.7%
Q2 2023$250,687
+3.9%
17,253
+0.0%
0.12%
-2.4%
Q1 2023$241,283
+33.8%
17,247
+25.5%
0.13%
+28.6%
Q4 2022$180,279
-15.0%
13,741
-12.7%
0.10%
-14.0%
Q3 2022$212,000
-6.2%
15,735
+0.0%
0.11%
+0.9%
Q2 2022$226,000
-11.4%
15,729
+3.3%
0.11%
+5.6%
Q1 2022$255,000
-34.4%
15,224
-26.9%
0.11%
-29.1%
Q4 2021$389,000
-2.3%
20,819
+0.0%
0.15%
-10.1%
Q3 2021$398,000
+0.5%
20,815
+5.1%
0.17%
+35.5%
Q2 2021$396,000
+16.1%
19,811
+11.2%
0.12%
+24.0%
Q1 2021$341,000
+15.2%
17,808
+11.3%
0.10%
+11.1%
Q4 2020$296,000
+161.9%
16,004
+158.1%
0.09%
+136.8%
Q3 2020$113,0006,2000.04%
Other shareholders
DOUBLELINE YIELD OPPORTUNITI shareholders Q3 2022
NameSharesValueWeighting ↓
Herr Investment Group LLC 606,087$9,661,0272.53%
Consolidated Portfolio Review Corp 190,566$3,037,6180.80%
Vivaldi Capital Management LP 77,438$1,228,1610.36%
Gridiron Partners, LLC 29,817$475,2830.30%
Pettinga Financial Advisors LLC 71,963$1,147,0910.29%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 33,942$541,0350.22%
Pathway Financial Advisers, LLC 35,973$573,4190.21%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 45,689$728,2830.20%
Allie Family Office LLC 20,000$318,8000.19%
PFG Investments, LLC 189,967$3,028,0810.18%
View complete list of DOUBLELINE YIELD OPPORTUNITI shareholders