Purchases and Sales Made in Q3 2023 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
594KNew |
$26.2M - $27.5M
|
594K
$26.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
115KNew |
$5.06M - $5.31M
|
115K
$5.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
111K+ 67.84% |
$4.89M - $5.13M
|
274K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
111K+ 209.68% |
$4.87M - $5.12M
|
163K
$7.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
81.7K+ 1104.71% |
$3.6M - $3.78M
|
89.1K
$4M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
81.3KNew |
$3.58M - $3.76M
|
81.3K
$3.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
55.8KNew |
$2.46M - $2.58M
|
55.8K
$2.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
28.4K+ 10.51% |
$1.25M - $1.32M
|
299K
$13.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.4KNew |
$1.07M - $1.13M
|
24.4K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
19.7K+ 5.15% |
$867K - $910K
|
401K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 12.09% |
$754K - $791K
|
159K
$7.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
11.5K+ 8.99% |
$508K - $534K
|
140K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.88K+ 29.64% |
$435K - $457K
|
43.2K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.42KNew |
$283K - $297K
|
6.42K
$289K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.82KNew |
$213K - $223K
|
4.82K
$217K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
4.58K+ 1.28% |
$202K - $212K
|
362K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.55KNew |
$200K - $210K
|
4.55K
$204K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.48KNew |
$197K - $207K
|
4.48K
$201K
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.2K+ 50.05% |
$185K - $194K
|
12.6K
$566K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.83K+ 3.71% |
$169K - $177K
|
107K
$4.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.71K+ 36.16% |
$163K - $171K
|
14K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.32K+ 34.09% |
$146K - $153K
|
13K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.04KNew |
$134K - $141K
|
3.04K
$137K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.86K+ 17.52% |
$126K - $132K
|
19.2K
$861K
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.01K+ 6.36% |
$88.7K - $93.2K
|
33.6K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.21KNew |
$53.5K - $56.2K
|
1.21K
$54.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.16K+ 4.8% |
$51.1K - $53.6K
|
25.3K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.12K+ 9.1% |
$49.3K - $51.8K
|
13.4K
$603K
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
826+ 0.47% |
$36.4K - $38.2K
|
176K
$7.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
791+ 7.64% |
$34.9K - $36.6K
|
11.1K
$501K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
780+ 4.6% |
$34.4K - $36.1K
|
17.7K
$797K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
500New |
$22K - $23.1K
|
500
$22.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
216New |
$9.52K - $10K
|
216
$9.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
205+ 36.61% |
$9.03K - $9.49K
|
765
$34.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
96+ 0.51% |
$4.23K - $4.44K
|
19.1K
$858K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 46.15% |
$3.97K - $4.17K
|
285
$12.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$44.1 - $46.3
|
5.21K
$234K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-29.4K- 65.7% |
$1.3M - $1.36M
|
15.4K
$690K
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-51.1K- 30.79% |
$2.25M - $2.36M
|
115K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-144K- 83.51% |
$6.33M - $6.64M
|
28.3K
$1.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-176K- 27.42% |
$7.74M - $8.13M
|
465K
$20.9M
|