Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in DoubleLine Yield Opportunities Fund includono Pathstone Holdings, LLC, Independent Advisor Alliance, SageView Advisory Group, LLC, Ancora Advisors, LLC, Motiv8 Investments LLC, e BlackRock, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Ancora Advisors, LLC | 250 | 3 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 35.543 | 7,80 | 495 | 3,13 | ||||
| 2026-01-29 | 13F | Comerica Bank | 47.235 | 7,06 | 687 | 3,16 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 321.532 | 99,57 | 4.476 | 91,08 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.447.219 | 3,40 | 34.065 | -1,01 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 74.377 | 2,46 | 1.035 | -1,90 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2.172 | 0,05 | 30 | -3,23 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16.020 | 223 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 194.632 | 4,76 | 2.709 | 0,30 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11.806 | 2,15 | 164 | -2,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 15.667 | 6,09 | 218 | 1,87 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 198.768 | 0,94 | 2.767 | -3,39 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 496.151 | 3,71 | 6.906 | -0,70 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 120 | 0 | ||||||
| 2026-04-27 | 13F | Rareview Capital LLC | 168.388 | 35,89 | 2.625 | 35,94 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.015.180 | 1,63 | 14.131 | -2,70 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 325 | 5 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 183.203 | 5,70 | 2.550 | 1,19 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.435.577 | 0,83 | 33.903 | -3,47 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 45.358 | 3,80 | 631 | -0,63 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 294.469 | 45,54 | 4.099 | 39,37 | ||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 19.684 | 51,42 | 274 | 44,97 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 3.800 | 15,15 | 53 | 10,64 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 288.949 | 105,90 | 4.022 | 97,16 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 550.342 | 8 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 136.881 | 81,20 | 1.905 | 73,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 709.243 | 35,55 | 9.872 | 29,76 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.603 | 38 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1.499 | 2,46 | 21 | -4,76 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 43.525 | 31,79 | 606 | 26,04 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.519 | 22 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 735 | 0 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 225.745 | 1,07 | 3.142 | -3,23 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 135.157 | 9,87 | 1.881 | 5,20 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 458.354 | 14,17 | 6.380 | 9,30 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 38.128 | 2,14 | 531 | -2,21 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 154.770 | 2.154 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 27 | 0 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 55.158 | 1,67 | 55 | -93,02 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.360 | 47 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 22.627 | 2,92 | 315 | -1,57 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14.762 | 41,98 | 211 | 38,16 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2.289 | 0,66 | 32 | -6,06 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7.196 | 1,32 | 100 | -2,91 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 13.250 | 17,78 | 184 | 12,88 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 49.880 | 694 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 70.849 | 22,32 | 986 | 17,10 |
