Purchases and Sales Made in Q3 2024 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
237K+ 871.83% |
$10.6M - $11.3M
|
264K
$11.9M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
229K+ 22.35% |
$10.3M - $10.9M
|
1.26M
$56.4M
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
122KNew |
$5.48M - $5.81M
|
122K
$5.48M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
63.3K+ 45.06% |
$2.85M - $3.01M
|
204K
$9.16M
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
49.9K+ 43.02% |
$2.24M - $2.37M
|
166K
$7.45M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
10KNew |
$449K - $476K
|
10K
$449K
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
9.17K+ 2.23% |
$412K - $436K
|
421K
$18.9M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.58K+ 3.02% |
$385K - $408K
|
293K
$13.2M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.38K+ 8.03% |
$376K - $399K
|
113K
$5.07M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.11K+ 5.69% |
$274K - $291K
|
113K
$5.09M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.06KNew |
$272K - $289K
|
6.06K
$272K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.91KNew |
$265K - $281K
|
5.91K
$266K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.9K+ 23.25% |
$265K - $281K
|
31.3K
$1.4M
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.8K+ 1.61% |
$261K - $276K
|
366K
$16.5M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.99K+ 26.25% |
$224K - $237K
|
24K
$1.08M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.22KNew |
$190K - $201K
|
4.22K
$190K
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.12K+ 2.53% |
$140K - $148K
|
126K
$5.67M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.88K+ 78.97% |
$129K - $137K
|
6.52K
$293K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.01KNew |
$90.4K - $95.7K
|
2.01K
$90.4K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.32K+ 3.19% |
$59.1K - $62.6K
|
42.6K
$1.91M
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
694New |
$31.2K - $33K
|
694
$31.2K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
670+ 7.08% |
$30.1K - $31.9K
|
10.1K
$455K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
666+ 2.29% |
$29.9K - $31.7K
|
29.7K
$1.34M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
366+ 4.74% |
$16.4K - $17.4K
|
8.08K
$363K
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
160New |
$7.19K - $7.62K
|
160
$7.19K
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
140+ 2.28% |
$6.29K - $6.66K
|
6.27K
$282K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
100+ 0.99% |
$4.49K - $4.76K
|
10.2K
$457K
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
70+ 0.72% |
$3.15K - $3.33K
|
9.78K
$439K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$584 - $619
|
13
$584
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9+ 0.16% |
$404 - $428
|
5.55K
$249K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 2.33% |
$89.9 - $95.2
|
88
$3.95K
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$44.9 - $47.6
|
9.78K
$439K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 4.88% |
$359 - $381
|
156
$7.01K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13- 0.11% |
$584 - $619
|
11.3K
$509K
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-312- 3.86% |
$14K - $14.9K
|
7.76K
$349K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-440- 8.24% |
$19.8K - $20.9K
|
4.9K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-544- 0.51% |
$24.4K - $25.9K
|
106K
$4.75M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-920- 1.19% |
$41.3K - $43.8K
|
76.4K
$3.43M
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.14K- 3.75% |
$51.3K - $54.4K
|
29.3K
$1.32M
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.29K- 4.78% |
$57.9K - $61.4K
|
25.7K
$1.15M
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.85K- 13.17% |
$83.1K - $88.1K
|
12.2K
$548K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.32K- 1.26% |
$104K - $110K
|
182K
$8.19M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.06K- 19.1% |
$182K - $193K
|
17.2K
$773K
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.1K- 23.94% |
$229K - $243K
|
16.2K
$728K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.21K- 2.75% |
$369K - $391K
|
290K
$13M
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-9.51K- 4.47% |
$427K - $453K
|
203K
$9.14M
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-13.7K- 2.78% |
$615K - $652K
|
479K
$21.5M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.8K- 6.99% |
$664K - $704K
|
197K
$8.84M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64.8K- 85.61% |
$2.91M - $3.08M
|
10.9K
$490K
|