Latest Institutional Sells of Doubleline ETF Tr Opportunisti (DBND)
This list provides information on the latest institutional transactions involving Doubleline ETF Tr Opportunisti (DBND) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.92M- 98.65% |
$86.1M - $88.9M
|
26.3K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-23.6K- 2.08% |
$1.06M - $1.09M
|
1.11M
$51.2M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.1K- 8.58% |
$813K - $840K
|
193K
$8.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 66.94% |
$498K - $515K
|
5.48K
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.62K- 63.84% |
$432K - $446K
|
5.45K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.43K- 6.18% |
$289K - $298K
|
97.7K
$4.51M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.48K- 2.63% |
$156K - $161K
|
129K
$5.93M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 24.46% |
$76.5K - $79K
|
5.27K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.15K- 0.4% |
$51.7K - $53.4K
|
285K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-892- 3.46% |
$40K - $41.4K
|
24.9K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-669- 9.2% |
$30K - $31K
|
6.6K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-556- 4.58% |
$25K - $25.8K
|
11.6K
$534K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-251- 4.25% |
$11.3K - $11.6K
|
5.66K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-99- 0.06% |
$4.44K - $4.59K
|
162K
$7.46M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-25- 0.2% |
$1.12K - $1.16K
|
12.2K
$562K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-18- 0.21% |
$808 - $834
|
8.62K
$397K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.85K- 1.52% |
$129K - $135K
|
184K
$8.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-589- 5.41% |
$26.6K - $27.8K
|
10.3K
$475K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-448- 1.51% |
$20.2K - $21.2K
|
29.3K
$1.35M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-312- 3.86% |
$14K - $14.9K
|
7.76K
$358K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$44.9 - $47.6
|
9.78K
$451K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.05K- 8.18% |
$46.8K - $48.3K
|
11.8K
$544K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-118- 2.19% |
$5.25K - $5.42K
|
5.28K
$243K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 20.0% |
$4.45K - $4.59K
|
400
$18.5K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-593- 10.29% |
$26.9K - $27.5K
|
5.17K
$238K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.47K- 77.44% |
$149K - $161K
|
1.01K
$46.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-205- 26.8% |
$8.79K - $9.52K
|
560
$25.8K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-200K- 99.82% |
$8.84M - $9.35M
|
367
$16.9K
|
|
| 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
$369K
|
|