Purchases and Sales Made in Q4 2024 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
46.2K+ 37.9% |
$2.09M - $2.18M
|
168K
$7.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
28.5K+ 7.78% |
$1.29M - $1.35M
|
395K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
20.5KNew |
$924K - $967K
|
20.5K
$933K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
17.4KNew |
$784K - $820K
|
17.4K
$791K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
11.5K+ 2.74% |
$520K - $545K
|
433K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11KNew |
$495K - $518K
|
11K
$499K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.84K+ 6.06% |
$309K - $323K
|
120K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.96K+ 4.72% |
$269K - $282K
|
132K
$6.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.52K+ 7.23% |
$249K - $261K
|
81.9K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.92K+ 11.54% |
$222K - $232K
|
47.5K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.77K+ 7.39% |
$80K - $83.7K
|
25.8K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.36K+ 0.28% |
$61.2K - $64.1K
|
480K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 17.96% |
$47.9K - $50.1K
|
6.97K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
750+ 11.51% |
$33.9K - $35.4K
|
7.27K
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
363+ 6.54% |
$16.4K - $17.2K
|
5.91K
$270K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
158New |
$7.13K - $7.47K
|
158
$7.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
35+ 1.74% |
$1.58K - $1.65K
|
2.05K
$93.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
28+ 17.5% |
$1.26K - $1.32K
|
188
$8.57K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-79- 1.26% |
$3.57K - $3.73K
|
6.19K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.13K- 6.97% |
$51K - $53.4K
|
15.1K
$687K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.9K- 2.35% |
$176K - $184K
|
162K
$7.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-74.2K- 28.12% |
$3.35M - $3.5M
|
190K
$8.64M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-81.8K- 27.93% |
$3.69M - $3.87M
|
211K
$9.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-123K- 9.81% |
$5.56M - $5.82M
|
1.13M
$51.6M
|