Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in DoubleLine Yield Opportunities Fund eröffnet haben, gehören Pathstone Holdings, LLC, Independent Advisor Alliance, SageView Advisory Group, LLC, Ancora Advisors, LLC, Motiv8 Investments LLC, und BlackRock, Inc. .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Ancora Advisors, LLC | 250 | 3 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 35.543 | 7,80 | 495 | 3,13 | ||||
| 2026-01-29 | 13F | Comerica Bank | 47.235 | 7,06 | 687 | 3,16 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 321.532 | 99,57 | 4.476 | 91,08 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.447.219 | 3,40 | 34.065 | -1,01 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 74.377 | 2,46 | 1.035 | -1,90 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2.172 | 0,05 | 30 | -3,23 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16.020 | 223 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 194.632 | 4,76 | 2.709 | 0,30 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11.806 | 2,15 | 164 | -2,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 15.667 | 6,09 | 218 | 1,87 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 198.768 | 0,94 | 2.767 | -3,39 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 496.151 | 3,71 | 6.906 | -0,70 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 120 | 0 | ||||||
| 2026-04-27 | 13F | Rareview Capital LLC | 168.388 | 35,89 | 2.625 | 35,94 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.015.180 | 1,63 | 14.131 | -2,70 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 325 | 5 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 183.203 | 5,70 | 2.550 | 1,19 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.435.577 | 0,83 | 33.903 | -3,47 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 45.358 | 3,80 | 631 | -0,63 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 294.469 | 45,54 | 4.099 | 39,37 | ||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 19.684 | 51,42 | 274 | 44,97 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 3.800 | 15,15 | 53 | 10,64 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 288.949 | 105,90 | 4.022 | 97,16 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 550.342 | 8 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 136.881 | 81,20 | 1.905 | 73,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 709.243 | 35,55 | 9.872 | 29,76 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.603 | 38 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1.499 | 2,46 | 21 | -4,76 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 43.525 | 31,79 | 606 | 26,04 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.519 | 22 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 735 | 0 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 225.745 | 1,07 | 3.142 | -3,23 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 135.157 | 9,87 | 1.881 | 5,20 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 458.354 | 14,17 | 6.380 | 9,30 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 38.128 | 2,14 | 531 | -2,21 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 154.770 | 2.154 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 27 | 0 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 55.158 | 1,67 | 55 | -93,02 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.360 | 47 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 22.627 | 2,92 | 315 | -1,57 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14.762 | 41,98 | 211 | 38,16 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2.289 | 0,66 | 32 | -6,06 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7.196 | 1,32 | 100 | -2,91 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 13.250 | 17,78 | 184 | 12,88 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 49.880 | 694 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 70.849 | 22,32 | 986 | 17,10 |
