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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75.7KNew |
$3.37M - $3.48M
|
75.7K
$3.59M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.6K- 67.35% |
$2.52M - $2.6M
|
27.4K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
37+ 0.38% |
$1.65K - $1.7K
|
9.71K
$461K
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.08K+ 36.16% |
$360K - $371K
|
30.4K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.3K+ 53.36% |
$1.66M - $1.71M
|
107K
$5.09M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-878- 14.12% |
$39.1K - $40.3K
|
5.34K
$253K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.46K+ 34.18% |
$288K - $297K
|
25.4K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37K+ 408.2% |
$1.65M - $1.7M
|
46.1K
$2.19M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
966+ 36.1% |
$43K - $44.4K
|
3.64K
$173K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.1K- 4.22% |
$585K - $604K
|
298K
$14.1M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-643- 0.46% |
$28.6K - $29.5K
|
141K
$6.67M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.13K- 1.05% |
$50.1K - $51.7K
|
106K
$5.04M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.37KNew |
$61K - $62.9K
|
1.37K
$65K
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
925+ 3.55% |
$41.2K - $42.5K
|
26.9K
$1.28M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.05K- 8.18% |
$46.8K - $48.3K
|
11.8K
$560K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.44K+ 2.32% |
$287K - $296K
|
284K
$13.5M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14- 0.12% |
$623 - $643
|
11.3K
$538K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-159- 0.14% |
$7.08K - $7.3K
|
116K
$5.5M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30K+ 16.5% |
$1.33M - $1.38M
|
212K
$10M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.98K+ 62.84% |
$133K - $137K
|
7.72K
$366K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.75K+ 10.46% |
$123K - $126K
|
29.1K
$1.38M
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.16K+ 0.63% |
$51.7K - $53.3K
|
185K
$8.76M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.18% |
$445 - $459
|
5.54K
$263K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.1KNew |
$1.21M - $1.25M
|
27.1K
$1.29M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.59K- 13.64% |
$70.8K - $73.1K
|
10.1K
$478K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.63K- 35.06% |
$161K - $167K
|
6.72K
$319K
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
32.1K+ 17.76% |
$1.43M - $1.47M
|
213K
$10.1M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 20.0% |
$4.45K - $4.59K
|
400
$19K
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
5.3K+ 1.3% |
$236K - $244K
|
412K
$19.5M
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.88K+ 1.0% |
$217K - $224K
|
493K
$23.4M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-252- 1.17% |
$11.2K - $11.6K
|
21.3K
$1.01M
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.78K+ 4.04% |
$213K - $220K
|
123K
$5.84M
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-118- 2.19% |
$5.25K - $5.42K
|
5.28K
$250K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.13K+ 2.82% |
$50.5K - $52.1K
|
41.3K
$1.96M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
51.3K+ 96.76% |
$2.29M - $2.36M
|
104K
$4.95M
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
202New |
$9K - $9.28K
|
202
$9.58K
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
32.2K+ 9.82% |
$1.43M - $1.48M
|
360K
$17.1M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.73K+ 22.32% |
$76.9K - $79.3K
|
9.46K
$449K
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-717- 8.15% |
$31.9K - $32.9K
|
8.08K
$383K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.92K+ 5.34% |
$175K - $180K
|
77.3K
$3.67M
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.6K- 50.42% |
$964K - $994K
|
21.3K
$1.01M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-297- 77.55% |
$13.2K - $13.6K
|
86
$4.08K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
241K+ 30.64% |
$10.7M - $11.1M
|
1.03M
$48.7M
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
177+ 2.97% |
$7.88K - $8.13K
|
6.13K
$291K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31K+ 196.07% |
$1.41M - $1.44M
|
46.8K
$2.22M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.04K+ 5.76% |
$46.9K - $48K
|
19K
$901K
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
31.9KNew |
$1.45M - $1.48M
|
31.9K
$1.52M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
182New |
$8.25K - $8.44K
|
182
$8.64K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 42.46% |
$5.49K - $5.61K
|
164
$7.78K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
241New |
$10.9K - $11.2K
|
241
$11.4K
|