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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.11K+ 5.69% |
$274K - $291K
|
113K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
10KNew |
$449K - $476K
|
10K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
63.3K+ 45.06% |
$2.85M - $3.01M
|
204K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64.8K- 85.61% |
$2.91M - $3.08M
|
10.9K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-440- 8.24% |
$19.8K - $20.9K
|
4.9K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.9K+ 23.25% |
$265K - $281K
|
31.3K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
70+ 0.72% |
$3.15K - $3.33K
|
9.78K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.06KNew |
$272K - $289K
|
6.06K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.01KNew |
$90.4K - $95.7K
|
2.01K
$91.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-9.51K- 4.47% |
$427K - $453K
|
203K
$9.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.88K+ 78.97% |
$129K - $137K
|
6.52K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.32K- 1.26% |
$104K - $110K
|
182K
$8.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-544- 0.51% |
$24.4K - $25.9K
|
106K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.58K+ 3.02% |
$385K - $408K
|
293K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.21K- 2.75% |
$369K - $391K
|
290K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
100+ 0.99% |
$4.49K - $4.76K
|
10.2K
$464K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
366+ 4.74% |
$16.4K - $17.4K
|
8.08K
$369K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
49.9K+ 43.02% |
$2.24M - $2.37M
|
166K
$7.57M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
9.17K+ 2.23% |
$412K - $436K
|
421K
$19.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.14K- 3.75% |
$51.3K - $54.4K
|
29.3K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.8K- 6.99% |
$664K - $704K
|
197K
$8.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.8K+ 1.61% |
$261K - $276K
|
366K
$16.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.29K- 4.78% |
$57.9K - $61.4K
|
25.7K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13- 0.11% |
$584 - $619
|
11.3K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
122KNew |
$5.48M - $5.81M
|
122K
$5.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-13.7K- 2.78% |
$615K - $652K
|
479K
$21.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.91KNew |
$265K - $281K
|
5.91K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9+ 0.16% |
$404 - $428
|
5.55K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.22KNew |
$190K - $201K
|
4.22K
$193K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.85K- 13.17% |
$83.1K - $88.1K
|
12.2K
$557K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.12K+ 2.53% |
$140K - $148K
|
126K
$5.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$584 - $619
|
13
$594
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.06K- 19.1% |
$182K - $193K
|
17.2K
$785K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.32K+ 3.19% |
$59.1K - $62.6K
|
42.6K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
694New |
$31.2K - $33K
|
694
$31.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
237K+ 871.83% |
$10.6M - $11.3M
|
264K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.1K- 23.94% |
$229K - $243K
|
16.2K
$739K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-312- 3.86% |
$14K - $14.9K
|
7.76K
$355K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
670+ 7.08% |
$30.1K - $31.9K
|
10.1K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 2.33% |
$89.9 - $95.2
|
88
$4.02K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.38K+ 8.03% |
$376K - $399K
|
113K
$5.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 4.88% |
$359 - $381
|
156
$7.12K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.99K+ 26.25% |
$224K - $237K
|
24K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
229K+ 22.35% |
$10.3M - $10.9M
|
1.26M
$57.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
160New |
$7.19K - $7.62K
|
160
$7.31K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-920- 1.19% |
$41.3K - $43.8K
|
76.4K
$3.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
666+ 2.29% |
$29.9K - $31.7K
|
29.7K
$1.36M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
140+ 2.28% |
$6.29K - $6.66K
|
6.27K
$286K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.6K- 67.35% |
$2.52M - $2.6M
|
27.4K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37K+ 408.2% |
$1.65M - $1.7M
|
46.1K
$2.1M
|
|