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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.03K- 48.8% |
$226K - $233K
|
5.28K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.43K- 6.18% |
$289K - $298K
|
97.7K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-8.56K- 28.57% |
$384K - $397K
|
21.4K
$971K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.62K- 63.84% |
$432K - $446K
|
5.45K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 66.94% |
$498K - $515K
|
5.48K
$249K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.1K- 8.58% |
$813K - $840K
|
193K
$8.76M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-23.6K- 2.08% |
$1.06M - $1.09M
|
1.11M
$50.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.2K- 45.2% |
$1.53M - $1.58M
|
41.4K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.92M- 98.65% |
$86.1M - $88.9M
|
26.3K
$1.19M
|