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 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.84K- 1.43% |
$83.3K - $85.4K
|
127K
$5.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.87K- 0.26% |
$130K - $133K
|
1.11M
$51.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.71K- 2.29% |
$168K - $172K
|
158K
$7.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.17KNew |
$233K - $239K
|
5.17K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.58KNew |
$252K - $258K
|
5.58K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-657- 5.81% |
$29.7K - $30.4K
|
10.6K
$497K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
156+ 0.63% |
$7.05K - $7.23K
|
25K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
141KNew |
$6.39M - $6.55M
|
141K
$6.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
18.2K+ 13.18% |
$821K - $842K
|
156K
$7.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
58K+ 10.7% |
$2.62M - $2.68M
|
600K
$28M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
490+ 3769.23% |
$22.1K - $22.7K
|
503
$23.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 4.36% |
$18.1K - $18.5K
|
8.78K
$410K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
99+ 1.32% |
$4.47K - $4.59K
|
7.57K
$354K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.2K- 45.2% |
$1.53M - $1.58M
|
41.4K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.03K- 48.8% |
$226K - $233K
|
5.28K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.15KNew |
$366K - $378K
|
8.15K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.11K+ 102.24% |
$229K - $237K
|
10.1K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$22.4K - $23.2K
|
500
$23.3K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
830+ 13.9% |
$37.3K - $38.5K
|
6.8K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-25- 0.2% |
$1.12K - $1.16K
|
12.2K
$568K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 24.46% |
$76.5K - $79K
|
5.27K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
998+ 22.41% |
$44.8K - $46.3K
|
5.45K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.62K- 63.84% |
$432K - $446K
|
5.45K
$254K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
495New |
$22.2K - $22.9K
|
495
$23.1K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
48.9KNew |
$2.21M - $2.31M
|
48.9K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.07K+ 10.7% |
$48.3K - $50.6K
|
11.1K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$45.2 - $47.3
|
1
$46.7
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
273New |
$12.3K - $12.9K
|
273
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
159New |
$7.18K - $7.51K
|
159
$7.42K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.98KNew |
$405K - $424K
|
8.98K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7.43K+ 110.57% |
$335K - $351K
|
14.1K
$660K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
35+ 1.74% |
$1.58K - $1.65K
|
2.05K
$95.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
158New |
$7.13K - $7.47K
|
158
$7.38K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$44.9 - $47.6
|
9.78K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
100+ 0.99% |
$4.49K - $4.76K
|
10.2K
$475K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
694New |
$31.2K - $33K
|
694
$32.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-312- 3.86% |
$14K - $14.9K
|
7.76K
$362K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
670+ 7.08% |
$30.1K - $31.9K
|
10.1K
$473K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.37KNew |
$61K - $62.9K
|
1.37K
$63.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-118- 2.19% |
$5.25K - $5.42K
|
5.28K
$246K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
202New |
$9K - $9.28K
|
202
$9.43K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
31.9KNew |
$1.45M - $1.48M
|
31.9K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
182New |
$8.25K - $8.44K
|
182
$8.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
241New |
$10.9K - $11.2K
|
241
$11.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-593- 10.29% |
$26.9K - $27.5K
|
5.17K
$241K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
18.5KNew |
$794K - $859K
|
18.5K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.61KNew |
$283K - $307K
|
6.61K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
349New |
$15K - $16.2K
|
349
$16.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-205- 26.8% |
$8.79K - $9.52K
|
560
$26.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.47K- 77.44% |
$149K - $161K
|
1.01K
$47.1K
|
|