LPL Financial LLC - DOUBLELINE YIELD OPPORTUNITI ownership

DOUBLELINE YIELD OPPORTUNITI's ticker is DLY and the CUSIP is 25862D105. A total of 50 filers reported holding DOUBLELINE YIELD OPPORTUNITI in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of DOUBLELINE YIELD OPPORTUNITI
ValueSharesWeighting
Q3 2023$623,141
+4.8%
42,304
+3.4%
0.00%
Q2 2023$594,333
-39.7%
40,904
-42.0%
0.00%
-100.0%
Q1 2023$986,075
+6.6%
70,484
-0.0%
0.00%0.0%
Q4 2022$925,139
+85.8%
70,514
+90.9%
0.00%
Q3 2022$498,000
+4.0%
36,929
+10.6%
0.00%
Q2 2022$479,000
-10.0%
33,391
+5.1%
0.00%
Q1 2022$532,000
-10.4%
31,785
+0.1%
0.00%
Q4 2021$594,000
+64.5%
31,754
+68.1%
0.00%
Q3 2021$361,000
+3.7%
18,885
+8.6%
0.00%
Q2 2021$348,00017,3820.00%
Other shareholders
DOUBLELINE YIELD OPPORTUNITI shareholders Q4 2021
NameSharesValueWeighting ↓
Penn Mutual Asset Management 199,841$2,943,6582.76%
Pettinga Financial Advisors LLC 204,957$3,019,0190.91%
Herr Investment Group LLC 693,783$10,219,4240.78%
Consolidated Portfolio Review Corp 176,665$2,602,2780.63%
Allie Family Office LLC 20,000$294,6000.24%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 42,591$627,3650.21%
Atlas Wealth LLC 51,296$755,5900.14%
OPTIMUM INVESTMENT ADVISORS 17,259$254,2290.13%
Penserra Capital Management LLC 415,655$6,1220.13%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 17,137$252,4280.13%
View complete list of DOUBLELINE YIELD OPPORTUNITI shareholders