Circle Wealth Management, LLC - DOUBLELINE OPPORTUNISTIC CR ownership

DOUBLELINE OPPORTUNISTIC CR's ticker is DBL and the CUSIP is 258623107. A total of 67 filers reported holding DOUBLELINE OPPORTUNISTIC CR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Apriem Advisors 287,613$6,644,0001.97%
DOLIVER ADVISORS, LP 82,932$1,916,0001.63%
Van Hulzen Asset Management, LLC 139,909$3,232,0001.50%
Intellectus Partners, LLC 74,461$1,720,0000.89%
ALETHEA CAPITAL MANAGEMENT, LLC 27,751$641,0000.81%
Horizon Kinetics 419,816$9,698,0000.31%
Partnervest Advisory Services LLC 19,960$461,0000.21%
WEALTHSOURCE PARTNERS, LLC 17,964$415,0000.18%
Essex Financial Services, Inc. 29,542$561,0000.12%
Joel Isaacson & Co., LLC 25,917$599,0000.12%
View complete list of DOUBLELINE OPPORTUNISTIC CR shareholders