Institutional Ownership Advisorshares Doubleline Value (DBLV)
This table provides information about the institutional ownership of Advisorshares Doubleline Value (DBLV). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 58,688 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,663
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,105
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,899
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,920
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,020
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 28.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,347
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 10.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
3,938
shares
|
$0
0.18% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
3,757
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,575
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 29.56%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,810
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
2,247
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,931
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
501
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 37.38%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
480
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
324
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
281
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
267
shares
|
$0
0.01% of portfolio
|
N/A
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
265
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$0
0.0% of portfolio
|
N/A
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
45
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
13
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|