Institutional Ownership Advisorshares Doubleline Value (DBLV)
This table provides information about the institutional ownership of Advisorshares Doubleline Value (DBLV). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 76,729 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
17,562
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
9,246
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
|
9258 Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
7,020
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 7.72%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
6,509
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
5,920
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
4,446
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
4,347
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 10.13%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
3,877
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 0.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
3,656
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.81%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,575
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 29.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
3,331
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 42.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
2,810
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
1,931
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
800
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 60.0%
|
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
480
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
324
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
279
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
267
shares
|
$0
0.01% of portfolio
|
N/A
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
200
shares
|
$0
0.0% of portfolio
|
N/A
|
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
49
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 88.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|