Purchases and Sales Made in Q2 2025 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-235- 3.1% |
$10.6K - $10.9K
|
7.35K
$343K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 4.36% |
$18.1K - $18.5K
|
8.78K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-657- 5.81% |
$29.7K - $30.4K
|
10.6K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-816- 3.11% |
$36.9K - $37.8K
|
25.4K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 2.26% |
$45.5K - $46.6K
|
43.6K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.4K- 11.86% |
$63.3K - $64.8K
|
10.4K
$486K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.84K- 1.43% |
$83.3K - $85.4K
|
127K
$5.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.87K- 0.26% |
$130K - $133K
|
1.11M
$51.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.07K- 6.28% |
$139K - $142K
|
45.9K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.71K- 2.29% |
$168K - $172K
|
158K
$7.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.59K- 2.45% |
$207K - $212K
|
182K
$8.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.64K- 1.98% |
$255K - $261K
|
279K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-8.94K- 27.07% |
$404K - $414K
|
24.1K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-10.2K- 14.77% |
$461K - $472K
|
58.8K
$2.75M
|