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.
Q1 2024 vs. Q4 2023
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 62 | 1 | 62 | +1 |
| Shares | 7.80M | 12.4K | 7.88M | +87.9K (+1.1%) |
| Value | $119.7M | $190.9K | $121.4M | +$1.89M (+1.6%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| United Advisor Group, LLC | 26,963 | $415.8K | 0.16% |
| National Asset Management, Inc. | 12,823 | $187.0K | 0.01% |
| Truist Financial Corp | 10,976 | $169.3K | 0.00% |
| Landscape Capital Management, L.L.C. | 10,786 | $166.3K | 0.01% |
| SkyOak Wealth, LLC | 10,088 | $155.6K | 0.04% |
| Gilliland Jeter Wealth Management LLC | 2,435 | $37.5K | 0.01% |
| CoreCap Advisors, LLC | 500 | $7.71K | 0.00% |
Sold out (6)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Family Management Corp | 14,314 | $219.7K |
| Brogan Financial, Inc. | 13,835 | $212.4K |
| Avantax Advisory Services, Inc. | 11,627 | $178.5K |
| Truvestments Capital LLC | 2,500 | $38.4K |
| Focused Wealth Management, Inc | 705 | $10.8K |
| Tower Research Capital LLC (TRC) | 220 | $3.38K |
Not filed for Q1 2024 yet (1)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Golden State Equity Partners | 12,435 | $190.9K |