SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - DOUBLELINE YIELD OPPORTUNITI ownership

DOUBLELINE YIELD OPPORTUNITI's ticker is DLY and the CUSIP is 25862D105. A total of 63 filers reported holding DOUBLELINE YIELD OPPORTUNITI in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of DOUBLELINE YIELD OPPORTUNITI
ValueSharesWeighting
Q2 2024$781,588
+7.3%
49,530
+8.4%
0.21%
+2.9%
Q1 2024$728,283
+14.2%
45,689
+6.6%
0.20%
+4.1%
Q4 2023$637,566
+1.6%
42,876
+0.7%
0.20%
-8.0%
Q3 2023$627,365
+29.7%
42,591
+27.9%
0.21%
+34.0%
Q2 2023$483,762
+6.2%
33,294
+2.2%
0.16%
-3.6%
Q1 2023$455,682
+25.3%
32,572
+17.5%
0.16%
+15.4%
Q4 2022$363,75227,7250.14%
Other shareholders
DOUBLELINE YIELD OPPORTUNITI shareholders Q3 2023
NameSharesValueWeighting ↓
Herr Investment Group LLC 606,087$9,661,0272.53%
Consolidated Portfolio Review Corp 190,566$3,037,6180.80%
Vivaldi Capital Management LP 77,438$1,228,1610.36%
Gridiron Partners, LLC 29,817$475,2830.30%
Pettinga Financial Advisors LLC 71,963$1,147,0910.29%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 33,942$541,0350.22%
Pathway Financial Advisers, LLC 35,973$573,4190.21%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 45,689$728,2830.20%
Allie Family Office LLC 20,000$318,8000.19%
PFG Investments, LLC 189,967$3,028,0810.18%
View complete list of DOUBLELINE YIELD OPPORTUNITI shareholders