Purchases and Sales Made in Q2 2023 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
177KNew |
$8.13M - $8.35M
|
177K
$8.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
172KNew |
$7.88M - $8.09M
|
172K
$7.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
127K+ 10382.09% |
$5.82M - $5.98M
|
128K
$5.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
114K+ 42.84% |
$5.25M - $5.39M
|
382K
$17.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 289.57% |
$4.82M - $4.95M
|
141K
$6.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.3K+ 873.33% |
$2.17M - $2.23M
|
52.7K
$2.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
34.2K+ 14.47% |
$1.57M - $1.61M
|
270K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
31.6KNew |
$1.45M - $1.49M
|
31.6K
$1.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
18.4K+ 11.76% |
$846K - $869K
|
175K
$8M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16.9KNew |
$777K - $798K
|
16.9K
$774K
|
|
|
Jul 17, 2023
Q2 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.8K+ 2.53% |
$723K - $743K
|
640K
$29.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3KNew |
$564K - $579K
|
12.3K
$562K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 193.77% |
$493K - $506K
|
16.3K
$744K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.3KNew |
$475K - $487K
|
10.3K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.73K+ 41.27% |
$446K - $458K
|
33.3K
$1.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8.6KNew |
$394K - $405K
|
8.6K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
7.7K+ 2.2% |
$353K - $363K
|
358K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.39KNew |
$339K - $348K
|
7.39K
$338K
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
6K+ 3.81% |
$275K - $282K
|
163K
$7.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.69K+ 3.71% |
$169K - $174K
|
103K
$4.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
928+ 12.43% |
$42.6K - $43.7K
|
8.39K
$383K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
823+ 3.53% |
$37.7K - $38.7K
|
24.1K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-49- 0.37% |
$2.25K - $2.31K
|
13.1K
$600K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-79- 0.77% |
$3.62K - $3.72K
|
10.2K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-90- 0.92% |
$4.13K - $4.24K
|
9.73K
$444K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-107- 2.01% |
$4.91K - $5.04K
|
5.21K
$238K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-700- 6.01% |
$32.1K - $33K
|
10.9K
$500K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.99K- 26.89% |
$320K - $329K
|
19K
$868K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-189K- 80.85% |
$8.67M - $8.9M
|
44.8K
$2.04M
|