Latest Institutional Purchases of Advisorshares Doubleline Value (DBLV)
This list provides information on the latest institutional transactions involving Advisorshares Doubleline Value (DBLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
620New |
N/A
|
620
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
417+ 7.35% |
N/A
|
6.09K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
66+ 9.91% |
N/A
|
732
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.61KNew |
N/A
|
3.61K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.62K+ 79.57% |
N/A
|
3.67K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
382New |
N/A
|
382
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
99+ 2.51% |
N/A
|
4.04K
$0
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13New |
N/A
|
13
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.63% |
N/A
|
483
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.72% |
N/A
|
281
$0
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
265New |
N/A
|
265
$0
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
400+ 10.13% |
$0 - $41.6K
|
4.35K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$0 - $10.4K
|
100
$0
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
5.92KNew |
$535K - $626K
|
5.92K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.93KNew |
$175K - $204K
|
1.93K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$723 - $846
|
8
$0
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
324New |
$27.3K - $31.1K
|
324
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11New |
$888 - $1.03K
|
11
$0
|
|
| Q1 2017 | |||||||
|
Aug 30, 2024
Q1 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
155New |
N/A
|
155
$0
|
|