Purchases and Sales Made in Q1 2023 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q1 2023. The information is specifically focused on institutions that hold shares of DOUBLELINE ETF TR OPPORTUNISTI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
625KNew |
$28.3M - $29.5M
|
625K
$28.1M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
226K+ 182.01% |
$10.2M - $10.7M
|
350K
$15.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
151K+ 2184.88% |
$6.83M - $7.11M
|
157K
$7.08M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
98.4K+ 58.29% |
$4.46M - $4.65M
|
267K
$12M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
92.6K+ 65.52% |
$4.2M - $4.37M
|
234K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
56.1K+ 129.14% |
$2.54M - $2.65M
|
99.5K
$4.47M
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
43.9K+ 38.87% |
$1.99M - $2.07M
|
157K
$7.05M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
38.7K+ 157.12% |
$1.76M - $1.83M
|
63.4K
$2.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
26.2K+ 12.5% |
$1.19M - $1.24M
|
236K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.6KNew |
$1.07M - $1.11M
|
23.6K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.5K+ 183.97% |
$1.07M - $1.11M
|
36.3K
$1.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23.3KNew |
$1.06M - $1.1M
|
23.3K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13.2KNew |
$598K - $623K
|
13.2K
$592K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
11.6KNew |
$528K - $550K
|
11.6K
$523K
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.46KNew |
$339K - $353K
|
7.46K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.42KNew |
$246K - $256K
|
5.42K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.22KNew |
$55.5K - $57.8K
|
1.22K
$55K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
897New |
$40.7K - $42.4K
|
897
$40.3K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
579+ 12.23% |
$26.3K - $27.3K
|
5.31K
$239K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
126New |
$5.72K - $5.95K
|
126
$5.66K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120+ 2.21% |
$5.45K - $5.67K
|
5.55K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.41% |
$408 - $425
|
2.21K
$99.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 2.93% |
$272 - $283
|
211
$9.48K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-519- 5.02% |
$23.6K - $24.5K
|
9.82K
$441K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-940- 8.34% |
$42.7K - $44.4K
|
10.3K
$464K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16.4K- 38.69% |
$744K - $774K
|
26K
$1.17M
|