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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.65K- 1.56% |
$74.6K - $78.1K
|
104K
$4.73M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.85K- 1.52% |
$129K - $135K
|
184K
$8.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.72K- 1.28% |
$168K - $176K
|
286K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.9K- 2.35% |
$176K - $184K
|
162K
$7.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-21K- 10.28% |
$946K - $990K
|
183K
$8.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-74.2K- 28.12% |
$3.35M - $3.5M
|
190K
$8.6M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-81.8K- 27.93% |
$3.69M - $3.87M
|
211K
$9.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-123K- 9.81% |
$5.56M - $5.82M
|
1.13M
$51.4M
|