Purchases and Sales Made in Q1 2024 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q1 2024. 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 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
158K+ 25.18% |
$7.17M - $7.33M
|
786K
$35.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
82.8K+ 20.45% |
$3.75M - $3.84M
|
488K
$21.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
53KNew |
$2.4M - $2.46M
|
53K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
31.9KNew |
$1.45M - $1.48M
|
31.9K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31K+ 196.07% |
$1.41M - $1.44M
|
46.8K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
29.2K+ 11.76% |
$1.33M - $1.36M
|
278K
$12.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
26.3KNew |
$1.19M - $1.22M
|
26.3K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
18.1K+ 4.66% |
$821K - $840K
|
407K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
15K+ 11.87% |
$679K - $694K
|
141K
$6.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12.1K+ 19.78% |
$549K - $562K
|
73.4K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.07KNew |
$411K - $420K
|
9.07K
$407K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.26K+ 4.79% |
$374K - $383K
|
181K
$8.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.21K+ 5.54% |
$282K - $288K
|
118K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.75K+ 8.96% |
$261K - $267K
|
69.9K
$3.14M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.53KNew |
$251K - $256K
|
5.53K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.39KNew |
$245K - $250K
|
5.39K
$242K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5.15K+ 57.87% |
$234K - $239K
|
14.1K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.06K+ 36.53% |
$229K - $234K
|
18.9K
$849K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.69K+ 2.65% |
$213K - $217K
|
182K
$8.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.64K+ 14.01% |
$120K - $123K
|
21.5K
$967K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.19K+ 3.05% |
$53.8K - $55K
|
40.2K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.04K+ 5.76% |
$46.9K - $48K
|
19K
$854K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
878+ 16.44% |
$39.8K - $40.7K
|
6.22K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
466+ 0.4% |
$21.1K - $21.6K
|
116K
$5.22M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
466+ 0.4% |
$21.1K - $21.6K
|
116K
$5.22M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
312+ 5.53% |
$14.1K - $14.5K
|
5.95K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
241New |
$10.9K - $11.2K
|
241
$10.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
182New |
$8.25K - $8.44K
|
182
$8.18K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
103+ 1.19% |
$4.67K - $4.78K
|
8.79K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
48+ 0.42% |
$2.18K - $2.23K
|
11.4K
$511K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-80- 0.77% |
$3.63K - $3.71K
|
10.3K
$465K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 42.46% |
$5.49K - $5.61K
|
164
$7.37K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-338- 46.88% |
$15.3K - $15.7K
|
383
$17.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-593- 10.29% |
$26.9K - $27.5K
|
5.17K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-818- 14.72% |
$37.1K - $37.9K
|
4.74K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-892- 8.44% |
$40.4K - $41.4K
|
9.67K
$435K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-973- 0.53% |
$44.1K - $45.1K
|
183K
$8.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.45K- 1.33% |
$65.6K - $67K
|
107K
$4.83M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.82K- 9.78% |
$128K - $131K
|
26K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.23K- 1.03% |
$146K - $150K
|
311K
$14M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.14K- 26.22% |
$188K - $192K
|
11.7K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.71K- 63.79% |
$214K - $219K
|
2.68K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.42K- 29.64% |
$246K - $251K
|
12.9K
$578K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.77K- 42.74% |
$262K - $268K
|
7.73K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 68.83% |
$623K - $637K
|
6.22K
$280K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-48.6K- 36.64% |
$2.2M - $2.25M
|
84K
$3.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-134K- 28.99% |
$6.07M - $6.21M
|
328K
$14.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-224K- 83.91% |
$10.2M - $10.4M
|
42.9K
$1.93M
|