DoubleLine Opportunistic Credit Fund
DBL- Exchange
- NYSE
- SEC CIK
- 0001525201
No open-market purchases or sales by DoubleLine Opportunistic Credit Fund insiders were filed in the last 90 days; 78 institutions reported holding it in 13F filings for Q2 2026, worth $157.5M in total; no superinvestor holds it.
Q3 2022 vs. Q2 2022
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 70 | 1 | 59 | −10 |
| Shares | 5.82M | 20.3K | 5.72M | −84.9K (−1.5%) |
| Value | $90.9M | $316.0K | $82.7M | −$7.86M (−8.7%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Fort Sheridan Advisors LLC | 22,574 | $326.0K | 0.11% |
| International Assets Investment Management, LLC | 10,000 | $145.0K | 0.03% |
| First Horizon Advisors, Inc. | 146 | $2.00K | 0.00% |
Sold out (13)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Litman Gregory Asset Management LLC | 160,050 | $2.49M |
| Kavar Capital Partners Group, LLC | 21,582 | $336.0K |
| IPG Investment Advisors LLC | 14,750 | $230.0K |
| Dock Street Asset Management Inc | 11,970 | $186.0K |
| Shaker Financial Services, LLC | 10,761 | $168.0K |
| Key Financial Inc | 3,500 | $55.0K |
| Heritage Financial Services, LLC | 2,334 | $36.0K |
| CWM, LLC | 1,300 | $20.0K |
| CX Institutional | 1,068 | $17.0K |
| Patriot Financial Group Insurance Agency, LLC | 600 | $9.00K |
| Ahrens Investment Partners LLC | 500 | $8.00K |
| CoreCap Advisors, LLC | 500 | $8.00K |
| Total Clarity Wealth Management, Inc. | 3 | $0 |
Not filed for Q3 2022 yet (1)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $316.0K |