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| Keyboard |
| DoubleLine Yield Opportunities Fund | |
|---|---|
| Ticker | DLY |
| CIK # | 0001788399 |
| CUSIP | 25862D105 |
| Sector | - |
| Address | 2002 N Tampa St, Suite 200, Tampa, FL 33602 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001788399] | 3 | |
| [0001788399] | 4 | |
| [0001788399] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Morgan Stanley | DoubleLine Yield Opportunities Fund | [2025-11-07] | 0.0 |
| Morgan Stanley | DoubleLine Yield Opportunities Fund | [2022-02-10] | 6.1 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Salter John C
Common Shares · derivative
|
2024-10-01 | Other | 228.52 | $16.41 | 3,750 |
|
Salter John C
Common Shares · derivative
|
2024-07-01 | Other | 235.11 | $15.95 | 3,750 |
|
Salter John C
Common Shares · derivative
|
2024-04-01 | Other | 232.63 | $16.12 | 3,750 |
|
Guia Youse
COMMON STOCK
|
2024-03-08 | Buy | 70 | $15.78 | 1,105 |
|
Salter John C
Common Shares · derivative
|
2024-01-02 | Other | 238.25 | $15.74 | 3,750 |
|
Woolson Raymond
Common Shares · derivative
|
2023-12-29 | Other | 1,776.80 | $15.78 | 28,038 |
|
Salter John C
Common Shares · derivative
|
2023-10-02 | Other | 249.83 | $15.01 | 3,750 |
|
Salter John C
Common Shares · derivative
|
2023-07-03 | Other | 198.28 | $15.13 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2023-04-03 | Other | 198.15 | $15.14 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2023-01-03 | Other | 198.68 | $15.10 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2022-10-03 | Other | 196.72 | $15.25 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2022-07-01 | Other | 184.73 | $16.24 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2022-04-01 | Other | 164.20 | $18.27 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2022-01-03 | Other | 151.90 | $19.75 | 3,000 |
|
Salter John C
Common Shares · derivative
|
2021-10-01 | Other | 148.22 | $20.24 | 3,000 |
|
Woolson Raymond
Common Shares · derivative
|
2021-10-01 | Other | 358.56 | $20.24 | 7,257 |
|
Salter John C
Common Shares · derivative
|
2021-07-01 | Other | 146.34 | $20.50 | 3,000 |
|
Woolson Raymond
Common Shares · derivative
|
2021-07-01 | Other | 354.01 | $20.50 | 7,257 |
|
Salter John C
Common Shares · derivative
|
2021-04-01 | Other | 147.28 | $20.37 | 3,000 |
|
Woolson Raymond
Common Shares · derivative
|
2021-04-01 | Other | 356.27 | $20.37 | 7,257 |
| showing 20 of 22 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 95 | 12,173,685 |
| 2025-12-31 | 100 | 12,123,931 |
| 2025-09-30 | 91 | 11,084,914 |
| 2025-06-30 | 80 | 10,966,521 |
| 2025-03-31 | 74 | 10,281,203 |
| 2024-12-31 | 83 | 9,107,284 |
| 2024-09-30 | 78 | 9,030,382 |
| 2024-06-30 | 76 | 9,588,661 |
| 2024-03-31 | 79 | 13,971,071 |
| 2023-12-31 | 74 | 11,282,424 |
| 2023-09-30 | 64 | 10,101,108 |
| 2023-06-30 | 53 | 10,403,086 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Independent Financial Group LLC | [2026-06-30] | SOLE | 0 | 226,421 |
| Pettinga Financial Advisors LLC | [2026-06-30] | SOLE | 0 | 177,434 |
| Shaker Financial Services LLC | [2026-06-30] | SOLE | 157,545 | 157,923 |
| Noble Wealth Management PBC | [2026-06-30] | SOLE | 109,185 | 109,185 |
| Walled Lake Planning & Wealth Management LLC | [2026-06-30] | SOLE | 0 | 40,142 |
| Bay Colony Advisory Group Inc D/B/a Bay Colony Advisors | [2026-06-30] | SOLE | 0 | 12,066 |
| Blackhawk Capital Partners LLC | [2026-06-30] | SOLE | 0 | 10,340 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 4,064 |
| Financial Management Professionals Inc | [2026-06-30] | SOLE | 0 | 1,536 |
| Moisand Fitzgerald Tamayo LLC | [2026-06-30] | SOLE | 500 | 500 |
| Highline Wealth Partners LLC | [2026-06-30] | SOLE | 300 | 300 | Prev | Page 1 | Next |