Who owns Doubleline Yield?
- Ticker: DLY
- CUSIP Number: 25862d105
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Analyze quarterly positions in Doubleline Yield with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Doubleline Yield stock
Who bought or sold Doubleline Yield this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.1M | $33M | -10% | Mar 2024 |
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| Wells Fargo & Company | 1.4M | $22M | 10% | Mar 2024 |
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| UBS Group | 1.2M | $19M | 6% | Mar 2024 |
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| Royal Bank of Canada | 882k | $14M | 4% | Mar 2024 |
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| Herr Investment Group | 606k | $9.7M | -13% | Mar 2024 |
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| HighTower Advisors | 453k | $7.2M | 0% | Mar 2024 |
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| Ieq Capital | 303k | $4.8M | 0% | Mar 2024 |
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| Cohen & Steers Capital Management | 271k | $4.3M | 0% | Mar 2024 |
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| Bank of America Corporation | 217k | $3.5M | -3% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 191k | $3.0M | -1% | Mar 2024 |
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| PFG Investments | 190k | $3.0M | 100% | Mar 2024 |
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| Rockefeller Capital Management | 182k | $2.7M | 12% | Dec 2023 |
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| Raymond James Financial Services Advisors | 163k | $2.6M | -1% | Mar 2024 |
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| Captrust Financial Advisors | 145k | $2.3M | -1% | Mar 2024 |
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| Stifel Financial | 123k | $2.0M | 3% | Mar 2024 |
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| Evoke Wealth | 93k | $1.5M | 0% | Mar 2024 |
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| Vivaldi Capital Management | 77k | $1.2M | -9% | Mar 2024 |
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| Pettinga Financial Advisors | 72k | $1.1M | -61% | Mar 2024 |
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| Hennion & Walsh Asset Management | 68k | $1.1M | 107% | Mar 2024 |
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| Wedbush Morgan Securities | 65k | $966k | 4% | Dec 2023 |
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| LPL Financial | 59k | $945k | 40% | Mar 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 46k | $728k | 7% | Mar 2024 |
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| Atria Wealth Solutions | 44k | $704k | 12% | Mar 2024 |
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| Advisor Group Holdings | 38k | $604k | -15% | Mar 2024 |
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| Walled Lake Planning & Wealth Management | 34k | $541k | 98% | Mar 2024 |
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| Journey Strategic Wealth | 32k | $504k | -23% | Mar 2024 |
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| Gridiron Partners | 30k | $475k | -61% | Mar 2024 |
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| Raymond James & Associates | 28k | $447k | 29% | Mar 2024 |
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| Summit X | 28k | $439k | 5% | Mar 2024 |
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| Integrated Wealth Concepts | 25k | $399k | 100% | Mar 2024 |
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| Capstone Financial Advisors | 24k | $385k | 0% | Mar 2024 |
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| Aviance Capital Partners | 24k | $378k | -2% | Mar 2024 |
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| Millennium Management | 23k | $364k | 100% | Mar 2024 |
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| Moors & Cabot | 22k | $348k | -23% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 21k | $309k | -1% | Dec 2023 |
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| Brian McDonald | 21k | $331k | 105% | Mar 2024 |
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| Commonwealth Equity Services | 21k | $329k | -59% | Mar 2024 |
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| Allie Family Office | 20k | $319k | 0% | Mar 2024 |
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| First Trust Advisors | 18k | $282k | 100% | Mar 2024 |
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| Change Path | 18k | $263k | 100% | Dec 2023 |
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| Coastal Investment Advisors | 17k | $275k | 13% | Mar 2024 |
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| Optimum Investment Advisors | 17k | $263k | 1% | Mar 2024 |
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| LM Advisors | 16k | $258k | -14% | Mar 2024 |
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| Envestnet Asset Management | 15k | $236k | 100% | Mar 2024 |
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| Private Advisor | 14k | $229k | 2% | Mar 2024 |
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| Oppenheimer & Co | 14k | $226k | -3% | Mar 2024 |
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| Streettalk Advisors | 14k | $223k | 0% | Mar 2024 |
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| Belpointe Asset Management | 14k | $218k | 100% | Mar 2024 |
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| Catalina Capital Group | 14k | $216k | -4% | Mar 2024 |
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| Total Clarity Wealth Management | 12k | $189k | 100% | Mar 2024 |
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| Shaker Financial Services | 12k | $185k | 100% | Mar 2024 |
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| Hartline Investment Corporation | 10k | $166k | 100% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10k | $166k | 100% | Mar 2024 |
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| Wealthcare Advisory Partners | 10k | $164k | 100% | Mar 2024 |
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| Atlantic Trust | 7.4k | $117k | 100% | Mar 2024 |
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| Elequin Capital | 6.8k | $102k | 100% | Dec 2023 |
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| Activest Wealth Management | 5.1k | $81k | 2% | Mar 2024 |
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| Highlander Capital Management | 4.4k | $65k | 0% | Dec 2023 |
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| Tidemark | 4.1k | $66k | 0% | Mar 2024 |
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| Lindbrook Capital | 2.6k | $41k | 0% | Mar 2024 |
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| Larson Financial Group | 2.4k | $38k | 10% | Mar 2024 |
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| Spire Wealth Management | 1.7k | $28k | 1% | Mar 2024 |
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| Hollencrest Securities | 1.7k | $27k | 48% | Mar 2024 |
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| FSA Wealth Management | 1.6k | $25k | 0% | Mar 2024 |
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| Laffer Investments | 1.3k | $21k | 100% | Mar 2024 |
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| Financial Management Professionals | 1.3k | $20k | 3% | Mar 2024 |
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| Sunbelt Securities | 1.0k | $16k | 0% | Mar 2024 |
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| Jamison Private Wealth Management | 1.0k | $16k | 0% | Mar 2024 |
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| Raleigh Capital Management | 875.00 | $14k | 0% | Mar 2024 |
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| Cape Investment Advisory | 625.00 | $9.3k | 100% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 500.00 | $8.0k | 0% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 455.00 | $7.3k | 0% | Mar 2024 |
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| Geneos Wealth Management | 450.00 | $7.2k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 385.00 | $6.1k | 100% | Mar 2024 |
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| Harbour Investments | 358.00 | $5.3k | 2% | Dec 2023 |
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| Us Bancorp | 200.00 | $3.2k | 100% | Mar 2024 |
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| Parallel Advisors | 25.00 | $397.000000 | 4% | Mar 2024 |
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Who sold out of Doubleline Yield?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Penserra Capital Management | Dec 2023 | 447k | $6.6M |
| Penn Mutual Asset Management | Sep 2023 | 200k | $2.9M |
| Sit Investment Associates | Sep 2023 | 133k | $2.0M |
| Landscape Capital Management | Dec 2023 | 49k | $733k |
| Walleye Trading Advisors | Dec 2023 | 36k | $542k |
| Brogan Financial | Dec 2023 | 26k | $383k |
| Weiss Asset Management LP[1 | Dec 2023 | 25k | $376k |
| Pnc Financial Services | Dec 2023 | 1.5k | $22k |
| Northwestern Mutual Wealth Management Company | Sep 2023 | 670.00 | $9.9k |
| Advisory Services Network | Dec 2023 | 341.00 | $5.1k |
| Ronald Blue Trust | Dec 2023 | 250.00 | $4.0k |