Beacon Harbor Wealth Advisors, Inc. - 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 Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beacon Harbor Wealth Advisors, Inc. ownership history of DOUBLELINE OPPORTUNISTIC CR
ValueSharesWeighting
Q3 2023$208
+16.9%
14,300
+16.3%
0.07%
+19.0%
Q2 2023$178
+2.3%
12,3000.0%0.06%
-4.9%
Q1 2023$174
-42.2%
12,300
-39.4%
0.06%
-40.2%
Q4 2022$301
-99.9%
20,3000.0%0.10%
-8.1%
Q2 2022$316,000
-7.1%
20,3000.0%0.11%0.0%
Q1 2022$340,000
-12.6%
20,3000.0%0.11%
-14.0%
Q4 2021$389,000
-2.8%
20,3000.0%0.13%
-9.2%
Q3 2021$400,000
-1.7%
20,3000.0%0.14%
-2.7%
Q2 2021$407,000
+1.5%
20,3000.0%0.15%
-8.8%
Q1 2021$401,000
+0.5%
20,3000.0%0.16%
-1.8%
Q4 2020$399,00020,3000.16%
Other shareholders
DOUBLELINE OPPORTUNISTIC CR shareholders Q4 2020
NameSharesValueWeighting ↓
Catawba River Capital 286,268$5,488,0003.33%
Aviance Capital Partners, LLC 395,181$7,576,0001.26%
SIT INVESTMENT ASSOCIATES INC 2,756,581$52,844,0001.24%
Family Management Corp 222,378$4,263,0001.11%
Intellectus Partners, LLC 146,250$2,804,0000.72%
ArchPoint Investors 116,974$2,242,0000.66%
Kercheville Advisors, LLC 65,850$1,262,0000.55%
Twelve Points Wealth Management LLC 31,746$609,0000.49%
Shaker Financial Services, LLC 44,541$854,0000.30%
Litman Gregory Wealth Management LLC 90,050$1,726,0000.29%
View complete list of DOUBLELINE OPPORTUNISTIC CR shareholders