Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di DoubleLine Opportunistic Credit Fund meliputi Balyasny Asset Management Llc, Kovitz Investment Group Partners, LLC, XTX Topco Ltd, dan Total Investment Management Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,057 | 0.95 | 62 | 0.00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 10,897 | 1.57 | 168 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25,548 | 0.28 | 393 | -1.51 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 140,546 | 1.43 | 2,162 | -0.18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10,800 | 166 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 273,200 | 3.57 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27,899 | 0.03 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 500,142 | 8.15 | 7,692 | 6.42 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6,614 | 507.90 | 102 | 494.12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 269,372 | 53.85 | 4,143 | 51.39 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 47,463 | 1.80 | 730 | 0.14 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 3,270,893 | 3.22 | 50 | 2.04 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 28,235 | 1.84 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,864 | 44 | ||||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 14,073 | 0.11 | 216 | -1.37 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 169,914 | 0.45 | 2,613 | -1.14 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 31,988 | 0.07 | 492 | -1.60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 117 | 4.46 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 87,003 | 27.34 | 1,338 | 25.40 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 105,511 | 25.24 | 1,596 | 22.58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 214,105 | 0.55 | 3,293 | -1.08 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 462 | 1.99 | 7 | 0.00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 11,530 | 11.94 | 177 | 10.63 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 153,128 | 3.02 | 2,395 | 2.35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 257,871 | 15.59 | 3,966 | 13.77 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 281,283 | 9.46 | 4,326 | 7.72 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 28,533 | 439 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14,338 | 221 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 10,116 | 156 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 235,865 | 8.88 | 3,628 | 7.15 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 50,160 | 6.51 | 1 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 12,478 | 6.23 | 192 | 4.37 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 12,176 | 10.30 | 187 | 8.72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29,240 | 37.59 | 0 | |||||
| 2025-07-29 | 13F | R.P. Boggs & Co. | 233,390 | 3,590 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 398,592 | 6.79 | 6,130 | 5.09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 610,350 | 6.37 | 9,387 | 4.67 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 4,198 | 65 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 117,227 | 235.29 | 1,803 | 230.04 |
