Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans DoubleLine Opportunistic Credit Fund comprennent Balyasny Asset Management Llc, Kovitz Investment Group Partners, LLC, XTX Topco Ltd, et Total Investment Management Inc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
