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.
Q4 2024 vs. Q3 2024
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 66 | 1 | 76 | +11 |
| Shares | 10.3M | 102.9K | 8.40M | −1.81M (−17.7%) |
| Value | $126.8M | $1.63M | $130.2M | +$5.04M (+4.0%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 136,960 | $2.12M | 0.00% |
| Thompson David Blair | 27,100 | $420.1K | 0.31% |
| Calamos Advisors LLC | 23,911 | $370.6K | 0.00% |
| Stratos Wealth Advisors, LLC | 18,859 | $292.3K | 0.01% |
| HRT Financial LP | 14,694 | $227.0K | 0.00% |
| Mercer Global Advisors Inc | 14,600 | $226.3K | 0.00% |
| Commonwealth Equity Services, LLC | 14,467 | $224.0K | 0.00% |
| Susquehanna International Group, LLP | 13,860 | $214.8K | 0.00% |
| World Equity Group, Inc. | 11,250 | $174.4K | 0.04% |
| Mallini Complete Financial Planning LLC | 10,937 | $169.5K | 0.16% |
| Transform Wealth, LLC | 10,800 | $167.4K | 0.01% |
| Golden State Wealth Management, LLC | 3,981 | $61.7K | 0.01% |
| Principia Wealth Advisory, LLC | 2,821 | $43.7K | 0.04% |
| Huntington National Bank | 2,035 | $31.5K | 0.00% |
| MPWM Advisory Solutions, LLC | 2,000 | $31.0K | 0.02% |
| Massmutual Trust Co FSB | 396 | $6.14K | 0.00% |
| Van Hulzen Asset Management, LLC | 200 | $3.10K | 0.00% |
| FMR LLC | 1 | $16 | 0.00% |
Sold out (7)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Journey Strategic Wealth LLC | 14,265 | $225.7K |
| Joel Isaacson & Co., LLC | 11,474 | $181.5K |
| Kavar Capital Partners Group, LLC | 11,440 | $181.0K |
| Truist Financial Corp | 11,326 | $179.2K |
| EverSource Wealth Advisors, LLC | 9,408 | $148.8K |
| Gilliland Jeter Wealth Management LLC | 1,097 | $17.4K |
| NBC Securities, Inc. | 426 | $6.00K |
Not filed for Q4 2024 yet (1)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 102,894 | $1.63M |