| Due Diligence for Asset Managers |
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| DoubleLine Opportunistic Credit Fund | |
|---|---|
| Ticker | DBL |
| CIK # | 0001525201 |
| CUSIP | 258623107 |
| Sector | - |
| Address | c/o DoubleLine Capital LP 2002 N Tampa St, Suite 200, Tampa, FL 33602 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001525201] | 3 | |
| [0001525201] | 4 | |
| [0001525201] | 8-K | |
| [0001525201] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Morgan Stanley | DoubleLine Opportunistic Credit Fund | [2024-02-08] | 5.8 |
| Sit Investment Associates Inc | DoubleLine Opportunistic Credit Fund | [2020-08-10] | 10.47 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Salter John C
Common Shares · derivative
|
2024-10-01 | Other | 239.16 | $15.68 | 3,750 |
|
Salter John C
Common Shares · derivative
|
2024-07-01 | Other | 245.90 | $15.25 | 3,750 |
|
Salter John C
Common Shares · derivative
|
2024-04-01 | Other | 247.20 | $15.17 | 3,750 |
|
Salter John C
Common Shares · derivative
|
2024-01-02 | Other | 250.50 | $14.97 | 3,750 |
|
Woolson Raymond
Common Shares · derivative
|
2023-12-29 | Other | 5,291.38 | $14.98 | 79,265 |
|
Salter John C
Common Shares · derivative
|
2023-10-02 | Other | 262.79 | $14.27 | 3,750 |
|
Salter John C
Common Shares · derivative
|
2023-07-03 | Other | 209.35 | $14.33 | 3,000 |
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Salter John C
Common Shares · derivative
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2023-04-03 | Other | 204.78 | $14.65 | 3,000 |
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Salter John C
Common Shares · derivative
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2023-01-03 | Other | 204.92 | $14.64 | 3,000 |
|
Salter John C
Common Shares · derivative
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2022-10-03 | Other | 203.11 | $14.77 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2022-07-01 | Other | 187.38 | $16.01 | 3,000 |
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Salter John C
Common Shares · derivative
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2022-04-01 | Other | 172.32 | $17.41 | 3,000 |
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Salter John C
Common Shares · derivative
|
2022-01-03 | Other | 159.41 | $18.82 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2021-10-01 | Other | 154.24 | $19.45 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2021-07-01 | Other | 153.30 | $19.57 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2021-04-01 | Other | 153.85 | $19.50 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2021-01-04 | Other | 5,366.74 | $19.54 | 104,866 |
|
Woolson Raymond
COMMON SHARES · derivative
|
2020-10-01 | Other | 368.68 | $19.53 | 7,200 |
|
Woolson Raymond
Common Shares · derivative
|
2020-07-01 | Other | 377.77 | $19.06 | 7,200 |
|
Woolson Raymond
COMMON SHARES · derivative
|
2020-04-01 | Other | 401.58 | $17.20 | 6,907 |
| showing 20 of 38 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 73 | 7,488,162 |
| 2025-12-31 | 67 | 6,769,261 |
| 2025-09-30 | 70 | 7,138,347 |
| 2025-06-30 | 73 | 7,445,030 |
| 2025-03-31 | 69 | 6,857,754 |
| 2024-12-31 | 75 | 5,384,434 |
| 2024-09-30 | 66 | 5,273,818 |
| 2024-06-30 | 62 | 5,478,735 |
| 2024-03-31 | 62 | 6,817,364 |
| 2023-12-31 | 62 | 5,901,778 |
| 2023-09-30 | 61 | 4,157,489 |
| 2023-06-30 | 63 | 4,036,708 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Avior Wealth Management LLC | [2026-06-30] | SOLE | 0 | 596,287 |
| Shaker Financial Services LLC | [2026-06-30] | SOLE | 210,104 | 210,544 |
| Independent Financial Group LLC | [2026-06-30] | SOLE | 0 | 139,250 |
| Pettinga Financial Advisors LLC | [2026-06-30] | SOLE | 0 | 20,592 |
| World Equity Group Inc | [2026-06-30] | SOLE | 0 | 16,600 |
| Mallini Complete Financial Planning LLC | [2026-06-30] | SOLE | 13,206 | 13,206 |
| Integrated Capital Management Inc | [2026-06-30] | SOLE | 0 | 12,932 |
| ARS Wealth Advisors Group LLC | [2026-06-30] | SOLE | 0 | 12,350 |
| Corecap Advisors LLC | [2026-06-30] | SOLE | 0 | 500 |
| Highline Wealth Partners LLC | [2026-06-30] | SOLE | 400 | 400 |
| Holos Integrated Wealth LLC | [2026-06-30] | SOLE | 400 | 400 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 156 | 156 |
| JFS Wealth Advisors LLC | [2026-06-30] | SOLE | 0 | 95 |
| Park Avenue Securities LLC | [2026-06-30] | SOLE | 0 | 60 | Prev | Page 1 | Next |