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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.58KNew |
$252K - $258K
|
5.58K
$260K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-235- 3.1% |
$10.6K - $10.9K
|
7.35K
$343K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
3.58KNew |
$162K - $166K
|
3.58K
$167K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
18+ 0.18% |
$813 - $834
|
10.2K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
89New |
$4.02K - $4.12K
|
89
$4.15K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
51.7K+ 47.45% |
$2.34M - $2.4M
|
161K
$7.51M
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 11.16% |
$647K - $663K
|
143K
$6.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
19.5K+ 3.55% |
$881K - $903K
|
568K
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28.1K+ 30.16% |
$1.27M - $1.3M
|
121K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.4K- 11.86% |
$63.3K - $64.8K
|
10.4K
$486K
|
|
|
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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.1K+ 54.05% |
$1.22M - $1.25M
|
77.1K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
985+ 11.43% |
$44.5K - $45.6K
|
9.6K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-816- 3.11% |
$36.9K - $37.8K
|
25.4K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
294K+ 289.96% |
$13.3M - $13.6M
|
395K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.64K- 1.98% |
$255K - $261K
|
279K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.91K+ 2.97% |
$131K - $135K
|
101K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
133KNew |
$5.99M - $6.15M
|
133K
$6.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
178KNew |
$8.03M - $8.23M
|
178K
$8.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
181+ 0.09% |
$8.18K - $8.38K
|
212K
$9.9M
|
|
|
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
$8.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.32K+ 16.72% |
$150K - $154K
|
23.2K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.12K+ 1.1% |
$95.7K - $98.2K
|
195K
$9.11M
|
|
|
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
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
8.01K+ 37.42% |
$362K - $371K
|
29.4K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
85.4KNew |
$3.86M - $3.96M
|
85.4K
$3.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
176K+ 81.1% |
$7.97M - $8.17M
|
394K
$18.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-110- 27.5% |
$4.97K - $5.1K
|
290
$13.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
22.5KNew |
$1.02M - $1.04M
|
22.5K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
13.7K+ 7.83% |
$620K - $636K
|
189K
$8.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
99.8K+ 387.11% |
$4.51M - $4.62M
|
126K
$5.86M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
29.6K+ 6.48% |
$1.34M - $1.37M
|
486K
$22.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
27.4K+ 8.04% |
$1.24M - $1.27M
|
368K
$17.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
221+ 3.9% |
$9.98K - $10.2K
|
5.88K
$275K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.94K+ 20.45% |
$404K - $414K
|
52.7K
$2.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-69- 57.5% |
$3.12K - $3.2K
|
51
$2.38K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.53K+ 4.24% |
$250K - $256K
|
136K
$6.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14K+ 4.18% |
$632K - $648K
|
349K
$16.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
855+ 15.59% |
$38.6K - $39.6K
|
6.34K
$296K
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
38.5K+ 6.94% |
$1.74M - $1.78M
|
594K
$27.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-10.2K- 14.77% |
$461K - $472K
|
58.8K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
472+ 1.78% |
$21.3K - $21.9K
|
26.9K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56.9K+ 107.97% |
$2.57M - $2.63M
|
110K
$5.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.07K- 6.28% |
$139K - $142K
|
45.9K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
173+ 1.49% |
$7.82K - $8.01K
|
11.8K
$549K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
32+ 13.28% |
$1.45K - $1.48K
|
273
$12.7K
|