IEQ CAPITAL, LLC - DOUBLELINE YIELD OPPORTUNITI ownership

DOUBLELINE YIELD OPPORTUNITI's ticker is DLY and the CUSIP is 25862D105. A total of 57 filers reported holding DOUBLELINE YIELD OPPORTUNITI in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of DOUBLELINE YIELD OPPORTUNITI
ValueSharesWeighting
Q3 2023$4,465,768
+1.4%
303,1750.0%0.09%
+2.2%
Q2 2023$4,405,133
+3.9%
303,1750.0%0.09%
-9.2%
Q1 2023$4,241,418
-0.7%
303,175
-6.9%
0.10%
-18.3%
Q4 2022$4,272,318325,6340.12%
Other shareholders
DOUBLELINE YIELD OPPORTUNITI shareholders Q4 2022
NameSharesValueWeighting ↓
Penn Mutual Asset Management, LLC 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