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 | 2.2M | $34M | 5% | Jun 2024 |
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| Wells Fargo & Company | 1.6M | $27M | 5% | Sep 2024 |
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| Royal Bank of Canada | 680k | $12M | -21% | Sep 2024 |
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| Pathway Financial Advisers | 605k | $37k | 1570% | Sep 2024 |
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| HighTower Advisors | 435k | $6.9M | -4% | Jun 2024 |
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| Herr Investment Group | 383k | $6.0M | -37% | Jun 2024 |
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| Ieq Capital | 303k | $4.8M | 0% | Jun 2024 |
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| Cohen & Steers Capital Management | 271k | $4.3M | 0% | Jun 2024 |
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| Bank of America Corporation | 200k | $3.3M | -10% | Sep 2024 |
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| Captrust Financial Advisors | 193k | $3.2M | 0% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 173k | $2.7M | -9% | Jun 2024 |
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| Raymond James Financial Services Advisors | 145k | $2.4M | 4% | Sep 2024 |
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| Creekside Partners | 113k | $1.9M | 1% | Sep 2024 |
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| Rockefeller Capital Management | 109k | $1.7M | -31% | Jun 2024 |
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| Stifel Financial | 102k | $1.6M | -17% | Jun 2024 |
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| Wedbush Morgan Securities | 96k | $1.6M | 0% | Sep 2024 |
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| Evoke Wealth | 93k | $1.5M | 479% | Sep 2024 |
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| Hennion & Walsh Asset Management | 74k | $1.2M | -1% | Sep 2024 |
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| LPL Financial | 68k | $1.1M | 10% | Sep 2024 |
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| Atria Wealth Solutions | 63k | $1.0M | 40% | Sep 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 50k | $823k | 0% | Sep 2024 |
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| Raymond James & Associates | 46k | $769k | 76% | Sep 2024 |
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| Advisor Group Holdings | 39k | $654k | 4% | Sep 2024 |
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| Walled Lake Planning & Wealth Management | 34k | $536k | 0% | Jun 2024 |
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| Summit X | 28k | $434k | 0% | Sep 2024 |
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| Gridiron Partners | 27k | $427k | -9% | Jun 2024 |
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| Journey Strategic Wealth | 27k | $442k | -9% | Sep 2024 |
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| Moors & Cabot | 23k | $378k | 5% | Sep 2024 |
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| Cetera Investment Advisers | 21k | $338k | 16% | Jun 2024 |
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| Allie Family Office | 20k | $332k | 0% | Sep 2024 |
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| Aviance Capital Partners | 19k | $317k | -18% | Sep 2024 |
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| Invesco | 19k | $308k | -35% | Sep 2024 |
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| First Trust Advisors | 17k | $281k | -4% | Sep 2024 |
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| Wealthcare Advisory Partners | 17k | $277k | 38% | Sep 2024 |
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| Private Advisor | 17k | $277k | 14% | Sep 2024 |
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| Optimum Investment Advisors | 16k | $260k | 0% | Sep 2024 |
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| Brian McDonald | 15k | $255k | -2% | Sep 2024 |
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| Envestnet Asset Management | 15k | $252k | 14% | Sep 2024 |
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| Advisory Services Network | 15k | $234k | 0% | Sep 2024 |
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| Streettalk Advisors | 14k | $232k | 0% | Sep 2024 |
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| Belpointe Asset Management | 14k | $217k | 1% | Jun 2024 |
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| Catalina Capital Group | 14k | $225k | 0% | Sep 2024 |
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| Integrated Wealth Concepts | 13k | $223k | 3% | Sep 2024 |
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| Total Clarity Wealth Management | 13k | $215k | 8% | Sep 2024 |
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| LM Advisors | 13k | $208k | -23% | Sep 2024 |
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| Commonwealth Equity Services | 12k | $197k | 100% | Sep 2024 |
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| Oppenheimer & Co | 11k | $189k | -20% | Sep 2024 |
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| Empirical Asset Management | 11k | $184k | 100% | Sep 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11k | $180k | 2% | Sep 2024 |
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| Atlantic Trust | 10k | $172k | 41% | Sep 2024 |
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| Activest Wealth Management | 7.7k | $127k | 0% | Sep 2024 |
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| WestEnd Capital Management | 6.9k | $114k | 100% | Sep 2024 |
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| Tidemark | 3.9k | $65k | 0% | Sep 2024 |
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| CWM | 3.0k | $50k | 100% | Sep 2024 |
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| Lindbrook Capital | 2.6k | $43k | 0% | Sep 2024 |
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| Larson Financial Group | 2.4k | $39k | 0% | Sep 2024 |
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| Asset Dedication | 1.9k | $32k | 0% | Sep 2024 |
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| FSA Wealth Management | 1.6k | $26k | 0% | Sep 2024 |
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| Jaffetilchin Investment Partners | 1.6k | $26k | 100% | Sep 2024 |
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| Financial Management Professionals | 1.3k | $22k | 2% | Sep 2024 |
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| Jamison Private Wealth Management | 1.0k | $17k | 0% | Sep 2024 |
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| Sunbelt Securities | 1.0k | $16k | 0% | Jun 2024 |
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| Raleigh Capital Management | 875.00 | $15k | 0% | Sep 2024 |
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| FinTrust Capital Advisors | 726.00 | $12k | 100% | Sep 2024 |
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| Harbour Investments | 586.00 | $9.7k | 55% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 500.00 | $8.3k | 0% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 455.00 | $7.5k | 0% | Sep 2024 |
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| Geneos Wealth Management | 450.00 | $7.1k | 0% | Jun 2024 |
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| Fifth Third Bancorp | 436.00 | $7.2k | 100% | Sep 2024 |
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| Hanson McClain Advisors | 385.00 | $6.4k | 0% | Sep 2024 |
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| Global Retirement Partners | 71.00 | $1.2k | 100% | Sep 2024 |
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| Parallel Advisors | 26.00 | $430.999400 | 4% | Sep 2024 |
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Who sold out of Doubleline Yield?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| PFG Investments | Mar 2024 | 190k | $3.0M |
| Vivaldi Capital Management | Jun 2024 | 67k | $1.1M |
| Pettinga Financial Advisors | Jun 2024 | 45k | $712k |
| Capstone Financial Advisors | Jun 2024 | 24k | $381k |
| Guggenheim Capital, LLC Managers | Jun 2024 | 20k | $311k |
| Coastal Investment Advisors | Jun 2024 | 16k | $256k |
| Shaker Financial Services | Jun 2024 | 13k | $212k |
| Northwestern Mutual Wealth Management Company | Jun 2024 | 2.2k | $35k |
| Hollencrest Securities | Mar 2024 | 1.7k | $27k |
| Laffer Investments | Jun 2024 | 1.3k | $21k |
| Darren Munn | Jun 2024 | 1.0k | $16k |