Latest Institutional Transactions on Doubleline ETF Tr Opportunisti (DBND)
This table provides information on the latest institutional transactions involving Doubleline ETF Tr Opportunisti (DBND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.48K- 2.63% |
$156K - $161K
|
129K
$5.93M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-251- 4.25% |
$11.3K - $11.6K
|
5.66K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-23.6K- 2.08% |
$1.06M - $1.09M
|
1.11M
$51.2M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
53+ 28.19% |
$2.38K - $2.46K
|
241
$11.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
52.7KNew |
$2.36M - $2.44M
|
52.7K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.15K- 0.4% |
$51.7K - $53.4K
|
285K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-556- 4.58% |
$25K - $25.8K
|
11.6K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.99K+ 29.27% |
$269K - $278K
|
26.5K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
61.6K+ 12.82% |
$2.76M - $2.85M
|
542K
$25M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 56.3% |
$5.41M - $5.59M
|
335K
$15.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
340KNew |
$15.3M - $15.8M
|
340K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.42K+ 2.99% |
$63.8K - $65.9K
|
48.9K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 66.94% |
$498K - $515K
|
5.48K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10.7K+ 8.98% |
$482K - $498K
|
130K
$6.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
998+ 22.41% |
$44.8K - $46.3K
|
5.45K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-99- 0.06% |
$4.44K - $4.59K
|
162K
$7.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.62K- 63.84% |
$432K - $446K
|
5.45K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3KNew |
$507K - $524K
|
11.3K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
160K+ 40.64% |
$7.2M - $7.44M
|
555K
$25.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-18- 0.21% |
$808 - $834
|
8.62K
$397K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.18KNew |
$412K - $425K
|
9.18K
$423K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
495New |
$22.2K - $22.9K
|
495
$22.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.28K+ 20.7% |
$57.5K - $59.4K
|
7.47K
$345K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
48.9KNew |
$2.21M - $2.31M
|
48.9K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5KNew |
$226K - $236K
|
5K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-21K- 10.28% |
$946K - $990K
|
183K
$8.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.29K+ 16.73% |
$194K - $203K
|
29.9K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 351.63% |
$778K - $815K
|
22.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.98KNew |
$405K - $424K
|
8.98K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
159New |
$7.18K - $7.51K
|
159
$7.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
273New |
$12.3K - $12.9K
|
273
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$45.2 - $47.3
|
1
$46.1
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.07K+ 10.7% |
$48.3K - $50.6K
|
11.1K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.75K+ 21.6% |
$305K - $319K
|
38K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.6KNew |
$3.41M - $3.57M
|
75.6K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33K+ 545.09% |
$1.49M - $1.56M
|
39.1K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.92K+ 1.05% |
$86.6K - $90.6K
|
184K
$8.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
345+ 221.15% |
$15.6K - $16.3K
|
501
$23.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-589- 5.41% |
$26.6K - $27.8K
|
10.3K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 9.9% |
$507K - $530K
|
125K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
7.93K+ 3.9% |
$358K - $375K
|
211K
$9.75M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7.43K+ 110.57% |
$335K - $351K
|
14.1K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.97KNew |
$270K - $282K
|
5.97K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
20.7KNew |
$933K - $976K
|
20.7K
$953K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-448- 1.51% |
$20.2K - $21.2K
|
29.3K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.65K- 1.56% |
$74.6K - $78.1K
|
104K
$4.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9K+ 23.51% |
$85.8K - $89.8K
|
9.98K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.92M+ 6537.45% |
$86.5M - $90.5M
|
1.94M
$89.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
750+ 11.51% |
$33.9K - $35.4K
|
7.27K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11KNew |
$495K - $518K
|
11K
$505K
|
|