Purchases and Sales Made in Q4 2023 in Advisorshares Doubleline Value (DBLV)
This table provides information about the institutional ownership of Advisorshares Doubleline Value (DBLV) during Q4 2023. The information is specifically focused on institutions that hold shares of ADVISORSHARES DOUBLELINE VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
5.92KNew |
$535K - $626K
|
5.92K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.34KNew |
$211K - $247K
|
2.34K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.93KNew |
$175K - $204K
|
1.93K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
503+ 7.72% |
$45.5K - $53.2K
|
7.02K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
279New |
$25.2K - $29.5K
|
279
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
98+ 31.21% |
$8.86K - $10.4K
|
412
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 0.47% |
$1.63K - $1.9K
|
3.88K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$723 - $846
|
8
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 1.27% |
$542 - $635
|
480
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6- 0.09% |
$542 - $635
|
6.51K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.63% |
$2.17K - $2.54K
|
3.8K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-326- 7.63% |
$29.5K - $34.5K
|
3.95K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-471- 4.77% |
$42.6K - $49.8K
|
9.4K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-616- 8.65% |
$55.7K - $65.2K
|
6.51K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-756- 4.24% |
$68.3K - $80K
|
17.1K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.5K- 29.56% |
$136K - $159K
|
3.58K
$0
|