Purchases and Sales Made in Q4 2024 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.92M+ 6537.45% |
$86.5M - $90.5M
|
1.94M
$89.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.6KNew |
$3.41M - $3.57M
|
75.6K
$3.46M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
48.9KNew |
$2.21M - $2.31M
|
48.9K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
46.2K+ 37.9% |
$2.09M - $2.18M
|
168K
$7.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33K+ 545.09% |
$1.49M - $1.56M
|
39.1K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
28.5K+ 7.78% |
$1.29M - $1.35M
|
395K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
20.7KNew |
$933K - $976K
|
20.7K
$946K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
20.5KNew |
$924K - $967K
|
20.5K
$937K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 8.88% |
$789K - $826K
|
214K
$9.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
17.4KNew |
$784K - $820K
|
17.4K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 351.63% |
$778K - $815K
|
22.1K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
11.5K+ 2.74% |
$520K - $545K
|
433K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 9.9% |
$507K - $530K
|
125K
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11KNew |
$495K - $518K
|
11K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.98KNew |
$405K - $424K
|
8.98K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
7.93K+ 3.9% |
$358K - $375K
|
211K
$9.68M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7.43K+ 110.57% |
$335K - $351K
|
14.1K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.84K+ 6.06% |
$309K - $323K
|
120K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.75K+ 21.6% |
$305K - $319K
|
38K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.97KNew |
$270K - $282K
|
5.97K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.96K+ 4.72% |
$269K - $282K
|
132K
$6.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.52K+ 7.23% |
$249K - $261K
|
81.9K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5KNew |
$226K - $236K
|
5K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.92K+ 11.54% |
$222K - $232K
|
47.5K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.29K+ 16.73% |
$194K - $203K
|
29.9K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.92K+ 1.05% |
$86.6K - $90.6K
|
184K
$8.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9K+ 23.51% |
$85.8K - $89.8K
|
9.98K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.77K+ 7.39% |
$80K - $83.7K
|
25.8K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.36K+ 0.28% |
$61.2K - $64.1K
|
480K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.07K+ 10.7% |
$48.3K - $50.6K
|
11.1K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 17.96% |
$47.9K - $50.1K
|
6.97K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
806+ 7.11% |
$36.4K - $38.1K
|
12.1K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
750+ 11.51% |
$33.9K - $35.4K
|
7.27K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
363+ 6.54% |
$16.4K - $17.2K
|
5.91K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
345+ 221.15% |
$15.6K - $16.3K
|
501
$23K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
273New |
$12.3K - $12.9K
|
273
$12.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
230+ 5.45% |
$10.4K - $10.9K
|
4.45K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
159New |
$7.18K - $7.51K
|
159
$7.28K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
158New |
$7.13K - $7.47K
|
158
$7.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
35+ 1.74% |
$1.58K - $1.65K
|
2.05K
$93.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
28+ 17.5% |
$1.26K - $1.32K
|
188
$8.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$45.2 - $47.3
|
1
$45.8
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-79- 1.26% |
$3.57K - $3.73K
|
6.19K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-448- 1.51% |
$20.2K - $21.2K
|
29.3K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-589- 5.41% |
$26.6K - $27.8K
|
10.3K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-610- 3.55% |
$27.5K - $28.8K
|
16.6K
$760K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.13K- 6.97% |
$51K - $53.4K
|
15.1K
$690K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.65K- 1.56% |
$74.6K - $78.1K
|
104K
$4.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.72K- 1.28% |
$168K - $176K
|
286K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.9K- 2.35% |
$176K - $184K
|
162K
$7.42M
|