Circle Wealth Management, LLC - DOUBLELINE OPPORTUNISTIC CR ownership

DOUBLELINE OPPORTUNISTIC CR's ticker is DBL and the CUSIP is 258623107. A total of 69 filers reported holding DOUBLELINE OPPORTUNISTIC CR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2021
NameSharesValueWeighting ↓
Van Hulzen Asset Management, LLC 130,284$2,719,0000.81%
Intellectus Partners, LLC 77,355$1,614,0000.59%
Oxbow Advisors, LLC 209,827$4,379,0000.56%
ROBINSON CAPITAL MANAGEMENT, LLC 82,837$1,729,0000.50%
Addison Capital Co 28,600$597,0000.46%
Horizon Kinetics 404,893$8,450,0000.22%
Apriem Advisors 42,389$885,0000.20%
LexAurum Advisors, LLC 9,665$202,0000.18%
Kavar Capital Partners, LLC 14,800$309,0000.16%
American Financial Network Advisory Services LLC 6$275,0000.15%
View complete list of DOUBLELINE OPPORTUNISTIC CR shareholders