Latest Institutional Purchases of Doubleline ETF Tr Opportunisti (DBND)
This list provides information on the latest institutional transactions involving Doubleline ETF Tr Opportunisti (DBND) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
237K+ 871.83% |
$10.6M - $11.3M
|
264K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
229K+ 22.35% |
$10.3M - $10.9M
|
1.26M
$57.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
122KNew |
$5.48M - $5.81M
|
122K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
63.3K+ 45.06% |
$2.85M - $3.01M
|
204K
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
10KNew |
$449K - $476K
|
10K
$455K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
9.17K+ 2.23% |
$412K - $436K
|
421K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.58K+ 3.02% |
$385K - $408K
|
293K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.38K+ 8.03% |
$376K - $399K
|
113K
$5.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.11K+ 5.69% |
$274K - $291K
|
113K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.06KNew |
$272K - $289K
|
6.06K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.91KNew |
$265K - $281K
|
5.91K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.9K+ 23.25% |
$265K - $281K
|
31.3K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.8K+ 1.61% |
$261K - $276K
|
366K
$16.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.99K+ 26.25% |
$224K - $237K
|
24K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.22KNew |
$190K - $201K
|
4.22K
$192K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.12K+ 2.53% |
$140K - $148K
|
126K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.88K+ 78.97% |
$129K - $137K
|
6.52K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.01KNew |
$90.4K - $95.7K
|
2.01K
$91.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.32K+ 3.19% |
$59.1K - $62.6K
|
42.6K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
694New |
$31.2K - $33K
|
694
$31.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
670+ 7.08% |
$30.1K - $31.9K
|
10.1K
$461K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
666+ 2.29% |
$29.9K - $31.7K
|
29.7K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
366+ 4.74% |
$16.4K - $17.4K
|
8.08K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
160New |
$7.19K - $7.62K
|
160
$7.28K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
140+ 2.28% |
$6.29K - $6.66K
|
6.27K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
100+ 0.99% |
$4.49K - $4.76K
|
10.2K
$463K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$584 - $619
|
13
$591
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9+ 0.16% |
$404 - $428
|
5.55K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 2.33% |
$89.9 - $95.2
|
88
$4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37K+ 408.2% |
$1.65M - $1.7M
|
46.1K
$2.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.37KNew |
$61K - $62.9K
|
1.37K
$62.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
202New |
$9K - $9.28K
|
202
$9.19K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
31.9KNew |
$1.45M - $1.48M
|
31.9K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
241New |
$10.9K - $11.2K
|
241
$11K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
182New |
$8.25K - $8.44K
|
182
$8.28K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
18.5KNew |
$794K - $859K
|
18.5K
$842K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$524K - $567K
|
12.2K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.61KNew |
$283K - $307K
|
6.61K
$301K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.68KNew |
$115K - $124K
|
2.68K
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
349New |
$15K - $16.2K
|
349
$15.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
162New |
$6.94K - $7.52K
|
162
$7.37K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.82KNew |
$213K - $223K
|
4.82K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.04KNew |
$134K - $141K
|
3.04K
$138K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
216New |
$9.52K - $10K
|
216
$9.83K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
177KNew |
$8.13M - $8.35M
|
177K
$8.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8.6KNew |
$394K - $405K
|
8.6K
$391K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
38.7K+ 157.12% |
$1.76M - $1.83M
|
63.4K
$2.88M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
897New |
$40.7K - $42.4K
|
897
$40.8K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
126New |
$5.72K - $5.95K
|
126
$5.73K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.41% |
$408 - $425
|
2.21K
$101K
|
|