LPL Financial
OPP

LPL Financial’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

LPL Financial’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$971K Sell
126,572
-26,847
-17% -$210K ﹤0.01% 4206
2025
Q4 		$1.22M Sell
153,419
-2,783
-2% -$22.5K ﹤0.01% 3867
2025
Q3 		$1.33M Buy
156,202
+5,543
+4% +$47.7K ﹤0.01% 3723
2025
Q2 		$1.29M Buy
150,659
+4,382
+3% +$36.6K ﹤0.01% 3526
2025
Q1 		$1.26M Sell
146,277
-446
-0.3% -$3.82K ﹤0.01% 3358
2024
Q4 		$1.22M Sell
146,723
-15,213
-9% -$131K ﹤0.01% 3323
2024
Q3 		$1.45M Sell
161,936
-2,633
-2% -$23.1K ﹤0.01% 3033
2024
Q2 		$1.41M Sell
164,569
-9,197
-5% -$77.1K ﹤0.01% 2930
2024
Q1 		$1.48M Sell
173,766
-21,033
-11% -$174K ﹤0.01% 2823
2023
Q4 		$1.61M Sell
194,799
-6,623
-3% -$51.7K ﹤0.01% 2620
2023
Q3 		$1.57M Buy
201,422
+2,365
+1% +$19.6K ﹤0.01% 2510
2023
Q2 		$1.68M Buy
199,057
+7,033
+4% +$57.9K ﹤0.01% 2402
2023
Q1 		$1.62M Buy
192,024
+28,332
+17% +$244K ﹤0.01% 2319
2022
Q4 		$1.4M Sell
163,692
-13,626
-8% -$123K ﹤0.01% 2373
2022
Q3 		$1.61M Buy
177,318
+65,521
+59% +$694K ﹤0.01% 2150
2022
Q2 		$1.2M Buy
111,797
+24,715
+28% +$275K ﹤0.01% 2437
2022
Q1 		$1.07M Buy
87,082
+44,326
+104% +$589K ﹤0.01% 2556
2021
Q4 		$600K Buy
+42,756
New +$629K ﹤0.01% 3115
2018
Q4 		– Sell
-42,486
Closed -$712K – 3196
2018
Q3 		$712K Sell
42,486
-1,538
-3% -$26.6K ﹤0.01% 1935
2018
Q2 		$770K Sell
44,024
-11,420
-21% -$199K ﹤0.01% 1831
2018
Q1 		$976K Sell
55,444
-9,716
-15% -$173K ﹤0.01% 1619
2017
Q4 		$1.18M Buy
65,160
+21,485
+49% +$397K ﹤0.01% 1409
2017
Q3 		$824K Buy
43,675
+2,414
+6% +$45.7K ﹤0.01% 1572
2017
Q2 		$797K Buy
41,261
+24,267
+143% +$457K ﹤0.01% 1532
2017
Q1 		$321K Buy
+16,994
New +$315K ﹤0.01% 2146

Other funds holding OPP

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial's OPP Position: Q1 2026 in Review

LPL Financial reduced its RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) stake by 17% in Q1 2026, selling an estimated $210K and leaving 126,572 shares worth $971K. The position accounts for ﹤0.01% of the portfolio, ranked #4206.

LPL Financial first reported a position in OPP in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.68M in Q2 2023. 63 funds tracked by Wall St. Rank hold OPP as of Q1 2026.

  • LPL Financial held 126,572 shares of RiverNorth/DoubleLine Strategic Opportunity Fund worth $971K as of Q1 2026.
  • LPL Financial sold 26,847 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q1 2026, an estimated $210K.
  • RiverNorth/DoubleLine Strategic Opportunity Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4206 holding.
  • LPL Financial first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q1 2017 and has held it in 25 quarters since.
  • LPL Financial's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $1.68M in Q2 2023.
  • 63 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.