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 |
---|---|---|---|---|---|---|---|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
158K+ 25.18% |
$7.17M - $7.33M
|
786K
$35.7M
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
82.8K+ 20.45% |
$3.75M - $3.84M
|
488K
$22.1M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
53KNew |
$2.4M - $2.46M
|
53K
$2.41M
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
31.9KNew |
$1.45M - $1.48M
|
31.9K
$1.45M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31K+ 196.07% |
$1.41M - $1.44M
|
46.8K
$2.13M
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
29.2K+ 11.76% |
$1.33M - $1.36M
|
278K
$12.6M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.3KNew |
$1.19M - $1.22M
|
26.3K
$1.19M
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
18.1K+ 4.66% |
$821K - $840K
|
407K
$18.5M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
15K+ 11.87% |
$679K - $694K
|
141K
$6.41M
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.1K+ 19.78% |
$549K - $562K
|
73.4K
$3.33M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.07KNew |
$411K - $420K
|
9.07K
$412K
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.26K+ 4.79% |
$374K - $383K
|
181K
$8.21M
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.21K+ 5.54% |
$282K - $288K
|
118K
$5.37M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.75K+ 8.96% |
$261K - $267K
|
69.9K
$3.18M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.53KNew |
$251K - $256K
|
5.53K
$251K
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.39KNew |
$245K - $250K
|
5.39K
$245K
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5.15K+ 57.87% |
$234K - $239K
|
14.1K
$638K
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.06K+ 36.53% |
$229K - $234K
|
18.9K
$858K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.69K+ 2.65% |
$213K - $217K
|
182K
$8.25M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.64K+ 14.01% |
$120K - $123K
|
21.5K
$977K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.19K+ 3.05% |
$53.8K - $55K
|
40.2K
$1.82M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.04K+ 5.76% |
$46.9K - $48K
|
19K
$862K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
466+ 0.4% |
$21.1K - $21.6K
|
116K
$5.27M
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
312+ 5.53% |
$14.1K - $14.5K
|
5.95K
$270K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
241New |
$10.9K - $11.2K
|
241
$10.9K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
182New |
$8.25K - $8.44K
|
182
$8.26K
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
103+ 1.19% |
$4.67K - $4.78K
|
8.79K
$399K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
48+ 0.42% |
$2.18K - $2.23K
|
11.4K
$516K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
18.5KNew |
$794K - $859K
|
18.5K
$840K
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$524K - $567K
|
12.2K
$555K
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
9.76K+ 77.53% |
$418K - $453K
|
22.4K
$1.01M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.61KNew |
$283K - $307K
|
6.61K
$300K
|
|
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
$15.8K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
162New |
$6.94K - $7.52K
|
162
$7.35K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.4KNew |
$1.07M - $1.13M
|
24.4K
$1.11M
|
|
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 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
500New |
$22K - $23.1K
|
500
$22.7K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
216New |
$9.52K - $10K
|
216
$9.81K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
177KNew |
$8.13M - $8.35M
|
177K
$8.05M
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8.6KNew |
$394K - $405K
|
8.6K
$390K
|
|
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
$40.7K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
126New |
$5.72K - $5.95K
|
126
$5.72K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.41% |
$408 - $425
|
2.21K
$100K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 2.93% |
$272 - $283
|
211
$9.58K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$4.44K - $4.69K
|
100
$4.54K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.1KNew |
$1.26M - $1.33M
|
27.1K
$1.23M
|