Purchases and Sales Made in Q1 2025 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q1 2025. The information is specifically focused on institutions that hold shares of DOUBLELINE ETF TR OPPORTUNISTI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
366K+ 200.02% |
$16.4M - $17M
|
549K
$24.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
340KNew |
$15.3M - $15.8M
|
340K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
160K+ 40.64% |
$7.2M - $7.44M
|
555K
$25.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 56.3% |
$5.41M - $5.59M
|
335K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90.3K+ 824.29% |
$4.05M - $4.19M
|
101K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
63.8K+ 218.06% |
$2.87M - $2.96M
|
93.1K
$4.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
61.6K+ 12.82% |
$2.76M - $2.85M
|
542K
$24.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
52.7KNew |
$2.36M - $2.44M
|
52.7K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
48.4K+ 234.12% |
$2.17M - $2.24M
|
69K
$3.13M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.9K+ 14.7% |
$1.25M - $1.29M
|
217K
$9.87M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
27.2K+ 33.19% |
$1.22M - $1.26M
|
109K
$4.95M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
26.4K+ 151.98% |
$1.18M - $1.22M
|
43.7K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
25.8KNew |
$1.16M - $1.19M
|
25.8K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
24K+ 5.54% |
$1.08M - $1.11M
|
457K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23.9KNew |
$1.07M - $1.11M
|
23.9K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23.9KNew |
$1.07M - $1.11M
|
23.9K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 101.35% |
$1.01M - $1.04M
|
44.6K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3KNew |
$507K - $524K
|
11.3K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11K+ 28.03% |
$492K - $508K
|
50.1K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10.7K+ 8.98% |
$482K - $498K
|
130K
$5.91M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.89K+ 99.08% |
$444K - $459K
|
19.9K
$902K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.18KNew |
$412K - $425K
|
9.18K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.15KNew |
$366K - $378K
|
8.15K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
7.02K+ 4.18% |
$315K - $326K
|
175K
$7.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.99K+ 29.27% |
$269K - $278K
|
26.5K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.11K+ 102.24% |
$229K - $237K
|
10.1K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.8K+ 3.05% |
$171K - $176K
|
128K
$5.83M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
2.85K+ 1.55% |
$128K - $132K
|
187K
$8.49M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.32K+ 29.64% |
$104K - $107K
|
10.1K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.42K+ 2.99% |
$63.8K - $65.9K
|
48.9K
$2.22M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.28K+ 20.7% |
$57.5K - $59.4K
|
7.47K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
998+ 22.41% |
$44.8K - $46.3K
|
5.45K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
830+ 13.9% |
$37.3K - $38.5K
|
6.8K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
560+ 0.27% |
$25.1K - $26K
|
212K
$9.61M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$22.4K - $23.2K
|
500
$22.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
495New |
$22.2K - $22.9K
|
495
$22.5K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
120New |
$5.39K - $5.56K
|
120
$5.45K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
53+ 28.19% |
$2.38K - $2.46K
|
241
$10.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-18- 0.21% |
$808 - $834
|
8.62K
$391K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-25- 0.2% |
$1.12K - $1.16K
|
12.2K
$553K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-99- 0.06% |
$4.44K - $4.59K
|
162K
$7.34M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-251- 4.25% |
$11.3K - $11.6K
|
5.66K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-501Closed |
$22.5K - $23.2K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-556- 4.58% |
$25K - $25.8K
|
11.6K
$526K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-669- 9.2% |
$30K - $31K
|
6.6K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-892- 3.46% |
$40K - $41.4K
|
24.9K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.15K- 0.4% |
$51.7K - $53.4K
|
285K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 24.46% |
$76.5K - $79K
|
5.27K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.48K- 2.63% |
$156K - $161K
|
129K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5K- 13.15% |
$224K - $232K
|
33K
$1.5M
|