BRWA
DLY

B. Riley Wealth Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

B. Riley Wealth Advisors’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$322K Buy
20,337
+3,201
+19% +$51.9K 0.01% 844
2024
Q3 		$284K Buy
+17,136
New +$278K 0.01% 982

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

B. Riley Wealth Advisors's DLY Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its DoubleLine Yield Opportunities Fund (DLY) stake by 19% in Q4 2024, buying an estimated $51.9K and bringing the position to 20,337 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #844.

B. Riley Wealth Advisors first reported a position in DLY in Q3 2024 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold DLY as of Q4 2024.

  • B. Riley Wealth Advisors held 20,337 shares of DoubleLine Yield Opportunities Fund worth $322K as of Q4 2024.
  • B. Riley Wealth Advisors bought 3,201 DoubleLine Yield Opportunities Fund shares in Q4 2024, an estimated $51.9K.
  • DoubleLine Yield Opportunities Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #844 holding.
  • B. Riley Wealth Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2024 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.