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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$524K - $567K
|
12.2K
$570K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.68KNew |
$115K - $124K
|
2.68K
$125K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.04KNew |
$134K - $141K
|
3.04K
$142K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
177KNew |
$8.13M - $8.35M
|
177K
$8.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8.6KNew |
$394K - $405K
|
8.6K
$401K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.41% |
$408 - $425
|
2.21K
$103K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
126New |
$5.72K - $5.95K
|
126
$5.88K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
38.7K+ 157.12% |
$1.76M - $1.83M
|
63.4K
$2.96M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
897New |
$40.7K - $42.4K
|
897
$41.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 2.93% |
$272 - $283
|
211
$9.85K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$4.43K - $4.69K
|
100
$4.67K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-200K- 99.82% |
$8.84M - $9.35M
|
367
$17.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-75.3K- 90.4% |
$3.43M - $3.68M
|
8K
$373K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.1KNew |
$1.24M - $1.33M
|
27.1K
$1.27M
|
|