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 ↓
Apriem Advisors 287,613$6,644,0001.97%
DOLIVER ADVISORS, LP 82,932$1,916,0001.63%
Van Hulzen Asset Management, LLC 139,909$3,232,0001.50%
Intellectus Partners, LLC 74,461$1,720,0000.89%
ALETHEA CAPITAL MANAGEMENT, LLC 27,751$641,0000.81%
Horizon Kinetics 419,816$9,698,0000.31%
Partnervest Advisory Services LLC 19,960$461,0000.21%
WEALTHSOURCE PARTNERS, LLC 17,964$415,0000.18%
Essex Financial Services, Inc. 29,542$561,0000.12%
Joel Isaacson & Co., LLC 25,917$599,0000.12%
View complete list of DOUBLELINE OPPORTUNISTIC CR shareholders