Purchases and Sales Made in Q1 2023 in Advisorshares Doubleline Value (DBLV)
This table provides information about the institutional ownership of Advisorshares Doubleline Value (DBLV) during Q1 2023. The information is specifically focused on institutions that hold shares of ADVISORSHARES DOUBLELINE VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.87KNew |
$327K - $372K
|
3.87K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.22KNew |
$103K - $117K
|
1.22K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
324New |
$27.3K - $31.1K
|
324
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
100+ 2.66% |
$8.44K - $9.6K
|
3.86K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50+ 0.26% |
$4.22K - $4.8K
|
19K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1New |
$84.4 - $96
|
1
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.2% |
$84.4 - $96
|
500
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 1.25% |
$506 - $576
|
474
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-46- 1.03% |
$3.88K - $4.42K
|
4.4K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-66- 1.44% |
$5.57K - $6.34K
|
4.51K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-250- 3.19% |
$21.1K - $24K
|
7.59K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.34K- 16.27% |
$198K - $225K
|
12.1K
$0
|
|