Purchases and Sales Made in Q2 2024 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
241K+ 30.64% |
$10.7M - $11.1M
|
1.03M
$46.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75.7KNew |
$3.37M - $3.48M
|
75.7K
$3.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
51.3K+ 96.76% |
$2.29M - $2.36M
|
104K
$4.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.3K+ 53.36% |
$1.66M - $1.71M
|
107K
$4.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37K+ 408.2% |
$1.65M - $1.7M
|
46.1K
$2.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
32.2K+ 9.82% |
$1.43M - $1.48M
|
360K
$16.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
32.1K+ 17.76% |
$1.43M - $1.47M
|
213K
$9.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30K+ 16.5% |
$1.33M - $1.38M
|
212K
$9.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.1KNew |
$1.21M - $1.25M
|
27.1K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.08K+ 36.16% |
$360K - $371K
|
30.4K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.46K+ 34.18% |
$288K - $297K
|
25.4K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.44K+ 2.32% |
$287K - $296K
|
284K
$12.9M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
5.3K+ 1.3% |
$236K - $244K
|
412K
$18.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.88K+ 1.0% |
$217K - $224K
|
493K
$22.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.78K+ 4.04% |
$213K - $220K
|
123K
$5.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.92K+ 5.34% |
$175K - $180K
|
77.3K
$3.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.98K+ 62.84% |
$133K - $137K
|
7.72K
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.75K+ 10.46% |
$123K - $126K
|
29.1K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.73K+ 22.32% |
$76.9K - $79.3K
|
9.46K
$430K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.37KNew |
$61K - $62.9K
|
1.37K
$62.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.16K+ 0.63% |
$51.7K - $53.3K
|
185K
$8.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.13K+ 2.82% |
$50.5K - $52.1K
|
41.3K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
966+ 36.1% |
$43K - $44.4K
|
3.64K
$165K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
925+ 3.55% |
$41.2K - $42.5K
|
26.9K
$1.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
202New |
$9K - $9.28K
|
202
$9.17K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
177+ 2.97% |
$7.88K - $8.13K
|
6.13K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
37+ 0.38% |
$1.65K - $1.7K
|
9.71K
$441K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.18% |
$445 - $459
|
5.54K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14- 0.12% |
$623 - $643
|
11.3K
$515K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 20.0% |
$4.45K - $4.59K
|
400
$18.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-118- 2.19% |
$5.25K - $5.42K
|
5.28K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-159- 0.14% |
$7.08K - $7.3K
|
116K
$5.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-252- 1.17% |
$11.2K - $11.6K
|
21.3K
$965K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-297- 77.55% |
$13.2K - $13.6K
|
86
$3.91K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-643- 0.46% |
$28.6K - $29.5K
|
141K
$6.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-717- 8.15% |
$31.9K - $32.9K
|
8.08K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-878- 14.12% |
$39.1K - $40.3K
|
5.34K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.05K- 8.18% |
$46.8K - $48.3K
|
11.8K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.13K- 1.05% |
$50.1K - $51.7K
|
106K
$4.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.59K- 13.64% |
$70.8K - $73.1K
|
10.1K
$457K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.63K- 35.06% |
$161K - $167K
|
6.72K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.1K- 4.22% |
$585K - $604K
|
298K
$13.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21.6K- 50.42% |
$964K - $994K
|
21.3K
$967K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-49.9K- 30.08% |
$2.22M - $2.29M
|
116K
$5.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.6K- 67.35% |
$2.52M - $2.6M
|
27.4K
$1.25M
|