Circle Wealth Management, LLC - DOUBLELINE OPPORTUNISTIC CR ownership

DOUBLELINE OPPORTUNISTIC CR's ticker is DBL and the CUSIP is 258623107. A total of 60 filers reported holding DOUBLELINE OPPORTUNISTIC CR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of DOUBLELINE OPPORTUNISTIC CR
ValueSharesWeighting
Q3 2023$339,685
+0.5%
23,2980.0%0.01%
-82.2%
Q2 2023$338,054
+2.3%
23,2980.0%0.04%
-6.2%
Q1 2023$330,366
-4.5%
23,2980.0%0.05%
-9.4%
Q4 2022$345,975
+2.7%
23,2980.0%0.05%
-5.4%
Q3 2022$337,000
-7.2%
23,2980.0%0.06%
-3.4%
Q2 2022$363,000
-6.9%
23,2980.0%0.06%
+13.7%
Q1 2022$390,000
+11.1%
23,298
+27.3%
0.05%
+10.9%
Q4 2021$351,000
+17.8%
18,298
+21.2%
0.05%
+7.0%
Q3 2021$298,00015,1000.04%
Other shareholders
DOUBLELINE OPPORTUNISTIC CR shareholders Q3 2023
NameSharesValueWeighting ↓
Catawba River Capital 283,759$5,692,0003.58%
Aviance Capital Partners, LLC 343,717$6,895,0001.21%
Family Management Corp 209,649$4,206,0001.11%
ArchPoint Investors 143,524$2,879,0000.98%
SIT INVESTMENT ASSOCIATES INC 1,923,568$38,587,0000.96%
Intellectus Partners, LLC 159,998$3,210,0000.72%
Kercheville Advisors, LLC 71,593$1,436,0000.66%
Shaker Financial Services, LLC 54,796$1,099,0000.41%
Litman Gregory Wealth Management LLC 2,121$2,121,0000.40%
Measured Wealth Private Client Group, LLC 54,142$1,086,0000.35%
View complete list of DOUBLELINE OPPORTUNISTIC CR shareholders