Beacon Harbor Wealth Advisors, Inc. - DOUBLELINE OPPORTUNISTIC CR ownership

DOUBLELINE OPPORTUNISTIC CR's ticker is DBL and the CUSIP is 258623107. A total of 69 filers reported holding DOUBLELINE OPPORTUNISTIC CR in Q4 2021. 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 2021
NameSharesValueWeighting ↓
Van Hulzen Asset Management, LLC 86,900$2,055,0001.76%
Apriem Advisors 124,231$2,938,0001.12%
ArchPoint Investors 32,720$774,0000.65%
SUMMIT CAPITAL MANAGEMENT LLC 55,470$1,312,0000.47%
CABOT WEALTH MANAGEMENT INC 32,895$778,0000.20%
NATIONAL PLANNING CORP 79,719$1,885,0000.15%
WEDBUSH SECURITIES INC 36,331$859,0000.14%
Horizon Kinetics 426,701$10,092,0000.13%
USCA RIA LLC 15,713$372,0000.12%
Homrich & Berg 45,990$1,088,0000.12%
View complete list of DOUBLELINE OPPORTUNISTIC CR shareholders