Moisand Fitzgerald Tamayo, 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
Moisand Fitzgerald Tamayo, LLC ownership history of DOUBLELINE YIELD OPPORTUNITI
ValueSharesWeighting
Q3 2023$7,365
+1.4%
5000.0%0.00%
+100.0%
Q2 2023$7,265
+3.9%
5000.0%0.00%0.0%
Q1 2023$6,995
+6.6%
5000.0%0.00%0.0%
Q4 2022$6,560
-6.3%
5000.0%0.00%
-50.0%
Q3 2022$7,0000.0%5000.0%0.00%0.0%
Q2 2022$7,000
-12.5%
5000.0%0.00%
-50.0%
Q1 2022$8,000
-11.1%
5000.0%0.00%
+33.3%
Q4 2021$9,000
-10.0%
5000.0%0.00%0.0%
Q3 2021$10,0005000.00%
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