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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
490+ 3769.23% |
$22.1K - $22.7K
|
503
$23.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 4.36% |
$18.1K - $18.5K
|
8.78K
$404K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
99+ 1.32% |
$4.47K - $4.59K
|
7.57K
$348K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
30.9K+ 28.93% |
$1.39M - $1.43M
|
138K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5K- 13.15% |
$224K - $232K
|
33K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-8.56K- 28.57% |
$384K - $397K
|
21.4K
$984K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
27.2K+ 33.19% |
$1.22M - $1.26M
|
109K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.03K- 48.8% |
$226K - $233K
|
5.28K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 101.35% |
$1.01M - $1.04M
|
44.6K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
63.8K+ 218.06% |
$2.87M - $2.96M
|
93.1K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.2K- 45.2% |
$1.53M - $1.58M
|
41.4K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.15KNew |
$366K - $378K
|
8.15K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.43K- 6.18% |
$289K - $298K
|
97.7K
$4.49M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
560+ 0.27% |
$25.1K - $26K
|
212K
$9.74M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.32K+ 29.64% |
$104K - $107K
|
10.1K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.11K+ 102.24% |
$229K - $237K
|
10.1K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23.9KNew |
$1.07M - $1.11M
|
23.9K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.8K+ 3.05% |
$171K - $176K
|
128K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11K+ 28.03% |
$492K - $508K
|
50.1K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-501Closed |
$22.5K - $23.2K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.1K- 8.58% |
$813K - $840K
|
193K
$8.88M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
830+ 13.9% |
$37.3K - $38.5K
|
6.8K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$22.4K - $23.2K
|
500
$23K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90.3K+ 824.29% |
$4.05M - $4.19M
|
101K
$4.66M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
366K+ 200.02% |
$16.4M - $17M
|
549K
$25.2M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-892- 3.46% |
$40K - $41.4K
|
24.9K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
26.4K+ 151.98% |
$1.18M - $1.22M
|
43.7K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.92M- 98.65% |
$86.1M - $88.9M
|
26.3K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.89K+ 99.08% |
$444K - $459K
|
19.9K
$914K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.9K+ 14.7% |
$1.25M - $1.29M
|
217K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
48.4K+ 234.12% |
$2.17M - $2.24M
|
69K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
24K+ 5.54% |
$1.08M - $1.11M
|
457K
$21M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 24.46% |
$76.5K - $79K
|
5.27K
$242K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
120New |
$5.39K - $5.56K
|
120
$5.52K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-25- 0.2% |
$1.12K - $1.16K
|
12.2K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
25.8KNew |
$1.16M - $1.19M
|
25.8K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
7.02K+ 4.18% |
$315K - $326K
|
175K
$8.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
23.9KNew |
$1.07M - $1.11M
|
23.9K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.48K- 2.63% |
$156K - $161K
|
129K
$5.92M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
53+ 28.19% |
$2.38K - $2.46K
|
241
$11.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-23.6K- 2.08% |
$1.06M - $1.09M
|
1.11M
$51M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-251- 4.25% |
$11.3K - $11.6K
|
5.66K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.99K+ 29.27% |
$269K - $278K
|
26.5K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
52.7KNew |
$2.36M - $2.44M
|
52.7K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-556- 4.58% |
$25K - $25.8K
|
11.6K
$533K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.15K- 0.4% |
$51.7K - $53.4K
|
285K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 56.3% |
$5.41M - $5.59M
|
335K
$15.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
61.6K+ 12.82% |
$2.76M - $2.85M
|
542K
$24.9M
|
|
|
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
$2.25M
|
|