Latest Institutional Transactions on Doubleline ETF Tr Opportunisti (DBND)
This table provides information on the latest institutional transactions involving Doubleline ETF Tr Opportunisti (DBND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
48.9KNew |
$2.21M - $2.31M
|
48.9K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-610- 3.55% |
$27.5K - $28.8K
|
16.6K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5KNew |
$226K - $236K
|
5K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-21K- 10.28% |
$946K - $990K
|
183K
$8.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.29K+ 16.73% |
$194K - $203K
|
29.9K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 351.63% |
$778K - $815K
|
22.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.98KNew |
$405K - $424K
|
8.98K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
159New |
$7.18K - $7.51K
|
159
$7.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
273New |
$12.3K - $12.9K
|
273
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$45.2 - $47.3
|
1
$46.1
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.07K+ 10.7% |
$48.3K - $50.6K
|
11.1K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.75K+ 21.6% |
$305K - $319K
|
38K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.6KNew |
$3.41M - $3.57M
|
75.6K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33K+ 545.09% |
$1.49M - $1.56M
|
39.1K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.72K- 1.28% |
$168K - $176K
|
286K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.92K+ 1.05% |
$86.6K - $90.6K
|
184K
$8.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
345+ 221.15% |
$15.6K - $16.3K
|
501
$23.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-589- 5.41% |
$26.6K - $27.8K
|
10.3K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 9.9% |
$507K - $530K
|
125K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
7.93K+ 3.9% |
$358K - $375K
|
211K
$9.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
20.7KNew |
$933K - $976K
|
20.7K
$953K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7.43K+ 110.57% |
$335K - $351K
|
14.1K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 8.88% |
$789K - $826K
|
214K
$9.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.97KNew |
$270K - $282K
|
5.97K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-448- 1.51% |
$20.2K - $21.2K
|
29.3K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.65K- 1.56% |
$74.6K - $78.1K
|
104K
$4.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9K+ 23.51% |
$85.8K - $89.8K
|
9.98K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
806+ 7.11% |
$36.4K - $38.1K
|
12.1K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
230+ 5.45% |
$10.4K - $10.9K
|
4.45K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
750+ 11.51% |
$33.9K - $35.4K
|
7.27K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.92M+ 6537.45% |
$86.5M - $90.5M
|
1.94M
$89.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11KNew |
$495K - $518K
|
11K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-81.8K- 27.93% |
$3.69M - $3.87M
|
211K
$9.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 17.96% |
$47.9K - $50.1K
|
6.97K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
35+ 1.74% |
$1.58K - $1.65K
|
2.05K
$94.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
28.5K+ 7.78% |
$1.29M - $1.35M
|
395K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-123K- 9.81% |
$5.56M - $5.82M
|
1.13M
$52.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
28+ 17.5% |
$1.26K - $1.32K
|
188
$8.67K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
11.5K+ 2.74% |
$520K - $545K
|
433K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
363+ 6.54% |
$16.4K - $17.2K
|
5.91K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
20.5KNew |
$924K - $967K
|
20.5K
$944K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.36K+ 0.28% |
$61.2K - $64.1K
|
480K
$22.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
46.2K+ 37.9% |
$2.09M - $2.18M
|
168K
$7.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
17.4KNew |
$784K - $820K
|
17.4K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.96K+ 4.72% |
$269K - $282K
|
132K
$6.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-74.2K- 28.12% |
$3.35M - $3.5M
|
190K
$8.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.92K+ 11.54% |
$222K - $232K
|
47.5K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.13K- 6.97% |
$51K - $53.4K
|
15.1K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.77K+ 7.39% |
$80K - $83.7K
|
25.8K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.84K+ 6.06% |
$309K - $323K
|
120K
$5.51M
|