Purchases and Sales Made in Q4 2022 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
169KNew |
$7.47M - $7.91M
|
169K
$7.7M
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
124KNew |
$5.49M - $5.81M
|
124K
$5.67M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
113KNew |
$5M - $5.29M
|
113K
$5.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
43.4KNew |
$1.92M - $2.03M
|
43.4K
$1.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
39.5K+ 38.87% |
$1.75M - $1.85M
|
141K
$6.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
24.7KNew |
$1.09M - $1.16M
|
24.7K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8KNew |
$566K - $599K
|
12.8K
$584K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3KNew |
$499K - $528K
|
11.3K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3KNew |
$457K - $484K
|
10.3K
$472K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.89KNew |
$305K - $323K
|
6.89K
$315K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.43KNew |
$240K - $254K
|
5.43K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.2KNew |
$97.5K - $103K
|
2.2K
$101K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
591+ 0.28% |
$26.2K - $27.7K
|
210K
$9.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
560New |
$24.8K - $26.2K
|
560
$25.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
205New |
$9.07K - $9.61K
|
205
$9.36K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
195New |
$8.63K - $9.14K
|
195
$8.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$4.43K - $4.69K
|
100
$4.57K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.7K- 26.37% |
$75.1K - $79.5K
|
4.74K
$216K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-13.5K- 24.19% |
$599K - $634K
|
42.4K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-135K- 99.84% |
$5.97M - $6.32M
|
215
$9.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-200K- 99.82% |
$8.84M - $9.35M
|
367
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200K- 99.83% |
$8.85M - $9.37M
|
350
$16K
|