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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
294K+ 289.96% |
$13.3M - $13.6M
|
395K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
178KNew |
$8.03M - $8.23M
|
178K
$8.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
176K+ 81.1% |
$7.97M - $8.17M
|
394K
$18.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
141KNew |
$6.39M - $6.55M
|
141K
$6.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
133KNew |
$5.99M - $6.15M
|
133K
$6.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
99.8K+ 387.11% |
$4.51M - $4.62M
|
126K
$5.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
85.4KNew |
$3.86M - $3.96M
|
85.4K
$3.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
58K+ 10.7% |
$2.62M - $2.68M
|
600K
$27.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56.9K+ 107.97% |
$2.57M - $2.63M
|
110K
$5.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
51.7K+ 47.45% |
$2.34M - $2.4M
|
161K
$7.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
38.5K+ 6.94% |
$1.74M - $1.78M
|
594K
$27.4M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
29.6K+ 6.48% |
$1.34M - $1.37M
|
486K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28.1K+ 30.16% |
$1.27M - $1.3M
|
121K
$5.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
27.4K+ 8.04% |
$1.24M - $1.27M
|
368K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.1K+ 54.05% |
$1.22M - $1.25M
|
77.1K
$3.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
22.5KNew |
$1.02M - $1.04M
|
22.5K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
19.5K+ 3.55% |
$881K - $903K
|
568K
$26.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
18.2K+ 13.18% |
$821K - $842K
|
156K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 11.16% |
$647K - $663K
|
143K
$6.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14K+ 4.18% |
$632K - $648K
|
349K
$16.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
13.7K+ 7.83% |
$620K - $636K
|
189K
$8.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.94K+ 20.45% |
$404K - $414K
|
52.7K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
8.01K+ 37.42% |
$362K - $371K
|
29.4K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.58KNew |
$252K - $258K
|
5.58K
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.53K+ 4.24% |
$250K - $256K
|
136K
$6.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.17KNew |
$233K - $239K
|
5.17K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.32K+ 16.72% |
$150K - $154K
|
23.2K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.91K+ 2.97% |
$131K - $135K
|
101K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.13K+ 8.9% |
$96.1K - $98.5K
|
26K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.13K+ 8.9% |
$96.1K - $98.5K
|
26K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.12K+ 1.1% |
$95.7K - $98.2K
|
195K
$9.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
986+ 14.94% |
$44.5K - $45.7K
|
7.59K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
985+ 11.43% |
$44.5K - $45.6K
|
9.6K
$444K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
855+ 15.59% |
$38.6K - $39.6K
|
6.34K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
490+ 3769.23% |
$22.1K - $22.7K
|
503
$23.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
472+ 1.78% |
$21.3K - $21.9K
|
26.9K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
221+ 3.9% |
$9.98K - $10.2K
|
5.88K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
181+ 0.09% |
$8.18K - $8.38K
|
212K
$9.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
173+ 1.49% |
$7.82K - $8.01K
|
11.8K
$543K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
156+ 0.63% |
$7.05K - $7.23K
|
25K
$1.16M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
99+ 1.32% |
$4.47K - $4.59K
|
7.57K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
89New |
$4.02K - $4.12K
|
89
$4.11K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
32+ 13.28% |
$1.45K - $1.48K
|
273
$12.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.15KNew |
$366K - $378K
|
8.15K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.11K+ 102.24% |
$229K - $237K
|
10.1K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.32K+ 29.64% |
$104K - $107K
|
10.1K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
998+ 22.41% |
$44.8K - $46.3K
|
5.45K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
830+ 13.9% |
$37.3K - $38.5K
|
6.8K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$22.4K - $23.2K
|
500
$23.1K
|
|