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 2023 vs. Q2 2023
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 62 | 60 | −2 |
| Shares | 6.80M | 6.94M | +138.4K (+2.0%) |
| Value | $98.6M | $101.1M | +$2.46M (+2.5%) |
New holders (6)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Evergreen Capital Management LLC | 132,514 | $1.93M | 0.08% |
| Comerica Bank | 24,753 | $360.9K | 0.00% |
| Williams Jones Wealth Management, LLC. | 16,516 | $240.8K | 0.00% |
| Truist Financial Corp | 10,189 | $148.6K | 0.00% |
| JPMorgan Chase & Co | 2,951 | $43.0K | 0.00% |
| NBC Securities, Inc. | 426 | $6.00K | 0.00% |
Sold out (8)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| R.P. Boggs & Co. | 90,182 | $1.31M |
| Envestnet Asset Management Inc | 64,771 | $939.8K |
| Park Avenue Securities LLC | 59,747 | $867.0K |
| Sigma Planning Corp | 15,643 | $227.0K |
| Integrated Capital Management, Inc. | 10,734 | $155.7K |
| SkyOak Wealth, LLC | 10,343 | $150.1K |
| Hollencrest Capital Management | 1,725 | $25.0K |
| FMR LLC | 1 | $15 |