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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
68+ 1.22% |
$3.1K - $3.18K
|
5.65K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.62KNew |
$211K - $216K
|
4.62K
$215K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
391+ 0.85% |
$17.8K - $18.3K
|
46.3K
$2.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.02K+ 3.78% |
$366K - $375K
|
220K
$10.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.21K+ 22.29% |
$55.3K - $56.8K
|
6.66K
$310K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
30+ 0.12% |
$1.37K - $1.4K
|
25.5K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
43.2K+ 7.29% |
$1.97M - $2.02M
|
637K
$29.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
16.9K+ 11.92% |
$768K - $788K
|
158K
$7.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.22K- 11.44% |
$55.5K - $57K
|
9.43K
$439K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
24.5K+ 15.7% |
$1.12M - $1.15M
|
181K
$8.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
22K+ 41.76% |
$1M - $1.03M
|
74.7K
$3.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-233- 3.08% |
$10.6K - $10.9K
|
7.34K
$342K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.06K+ 11.36% |
$139K - $143K
|
30K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.18K+ 4.73% |
$53.9K - $55.3K
|
26.2K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.29K+ 4.96% |
$286K - $294K
|
133K
$6.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
47.1K+ 12.81% |
$2.15M - $2.2M
|
415K
$19.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.71K- 0.97% |
$124K - $127K
|
277K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
18.5K+ 3.09% |
$845K - $867K
|
618K
$28.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2.44K- 68.04% |
$111K - $114K
|
1.14K
$53.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
263K+ 23.74% |
$12M - $12.3M
|
1.37M
$63.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.01K- 98.29% |
$91.6K - $94K
|
35
$1.63K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-455- 90.46% |
$20.7K - $21.3K
|
48
$2.24K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.2% |
$45.6 - $46.8
|
496
$23.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
26KNew |
$1.18M - $1.21M
|
26K
$1.21M
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-235- 3.1% |
$10.6K - $10.9K
|
7.35K
$342K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
18+ 0.18% |
$813 - $834
|
10.2K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 11.16% |
$647K - $663K
|
143K
$6.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
89New |
$4.02K - $4.12K
|
89
$4.14K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
19.5K+ 3.55% |
$881K - $903K
|
568K
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.13K+ 8.9% |
$96.1K - $98.5K
|
26K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
51.7K+ 47.45% |
$2.34M - $2.4M
|
161K
$7.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28.1K+ 30.16% |
$1.27M - $1.3M
|
121K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.4K- 11.86% |
$63.3K - $64.8K
|
10.4K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 2.26% |
$45.5K - $46.6K
|
43.6K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-8.94K- 27.07% |
$404K - $414K
|
24.1K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
294K+ 289.96% |
$13.3M - $13.6M
|
395K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
985+ 11.43% |
$44.5K - $45.6K
|
9.6K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.1K+ 54.05% |
$1.22M - $1.25M
|
77.1K
$3.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.91K+ 2.97% |
$131K - $135K
|
101K
$4.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
133KNew |
$5.99M - $6.15M
|
133K
$6.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
178KNew |
$8.03M - $8.23M
|
178K
$8.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.32K+ 16.72% |
$150K - $154K
|
23.2K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-103- 63.58% |
$4.65K - $4.77K
|
59
$2.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.59K- 2.45% |
$207K - $212K
|
182K
$8.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
8.01K+ 37.42% |
$362K - $371K
|
29.4K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.13K+ 8.9% |
$96.1K - $98.5K
|
26K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.12K+ 1.1% |
$95.7K - $98.2K
|
195K
$9.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-110- 27.5% |
$4.97K - $5.1K
|
290
$13.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
176K+ 81.1% |
$7.97M - $8.17M
|
394K
$18.3M
|
|