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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,857 | +11.6% | 28,454 | +11.1% | 0.00% | 0.0% |
| Q2 2023 | $371,767 | +8.5% | 25,622 | +6.1% | 0.00% | 0.0% |
| Q1 2023 | $342,528 | -26.9% | 24,156 | -23.4% | 0.00% | 0.0% |
| Q4 2022 | $468,291 | +151.8% | 31,535 | +146.1% | 0.00% | – |
| Q3 2022 | $186,000 | +29.2% | 12,815 | +38.9% | 0.00% | – |
| Q2 2022 | $144,000 | -12.2% | 9,226 | -5.8% | 0.00% | – |
| Q1 2022 | $164,000 | -23.7% | 9,797 | -13.0% | 0.00% | – |
| Q4 2021 | $215,000 | -20.4% | 11,267 | -17.7% | 0.00% | -100.0% |
| Q3 2021 | $270,000 | +4.2% | 13,691 | +6.1% | 0.00% | 0.0% |
| Q2 2021 | $259,000 | -4.4% | 12,907 | -5.7% | 0.00% | 0.0% |
| Q1 2021 | $271,000 | +1.1% | 13,685 | +0.6% | 0.00% | 0.0% |
| Q4 2020 | $268,000 | -44.2% | 13,603 | -45.9% | 0.00% | 0.0% |
| Q3 2020 | $480,000 | -1.2% | 25,161 | -1.9% | 0.00% | -50.0% |
| Q2 2020 | $486,000 | -29.9% | 25,649 | -98.6% | 0.00% | -33.3% |
| Q1 2020 | $693,000 | – | 1,861,049 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| R.P. Boggs & Co. | 245,538 | $4,825,000 | 3.33% |
| Family Management Corp | 236,969 | $4,656,000 | 1.60% |
| Shaker Financial Services, LLC | 147,011 | $2,889,000 | 1.20% |
| Aviance Capital Partners, LLC | 270,296 | $5,311,000 | 1.07% |
| Intellectus Partners, LLC | 170,531 | $3,351,000 | 1.00% |
| SIT INVESTMENT ASSOCIATES INC | 1,796,450 | $35,300,000 | 0.96% |
| ArchPoint Investors | 150,278 | $2,953,000 | 0.82% |
| Kercheville Advisors, LLC | 71,712 | $1,417,000 | 0.77% |
| Secure Asset Management, LLC | 40,089 | $788,000 | 0.46% |
| Measured Wealth Private Client Group, LLC | 44,233 | $869,000 | 0.36% |