Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / COM
-
Number of holders
-
64
-
Total 13F shares, excl. options
-
7,901,510
-
Shares change
-
+339,927
-
Total reported value, excl. options
-
$125,001,131
-
Value change
-
+$5,402,676
-
Number of buys
-
35
-
Number of sells
-
-17
-
Price
-
$15.82
Significant Holders of DoubleLine Opportunistic Credit Fund - COM (DBL) as of Q3 2024
66 filings reported holding DBL - DoubleLine Opportunistic Credit Fund - COM as of Q3 2024.
DoubleLine Opportunistic Credit Fund - COM (DBL) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,901,510 shares
.
Largest 10 shareholders include SIT INVESTMENT ASSOCIATES INC (2,750,017 shares), MORGAN STANLEY (833,557 shares), UBS Group AG (582,127 shares), EVERGREEN CAPITAL MANAGEMENT LLC (431,758 shares), Twelve Points Wealth Management LLC (292,701 shares), AMERIPRISE FINANCIAL INC (267,959 shares), Intellectus Partners, LLC (235,971 shares), WELLS FARGO & COMPANY/MN (228,031 shares), Janney Montgomery Scott LLC (188,804 shares), and BANK OF AMERICA CORP /DE/ (165,745 shares).
This table shows the top 64 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.