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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-60.5K- 33.52% |
$2.8M - $2.84M
|
120K
$5.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 5775.0% |
$128K - $130K
|
2.82K
$131K
|
|
|
Jan 21, 2026
Q4 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
27.7K+ 4.47% |
$1.28M - $1.3M
|
646K
$30M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.7KNew |
$125K - $126K
|
2.7K
$125K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
43.2K+ 31.87% |
$2M - $2.03M
|
179K
$8.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-1.06K- 7.21% |
$49K - $49.7K
|
13.7K
$633K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.21% |
$278 - $281
|
502
$23.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
22K+ 13.92% |
$1.02M - $1.03M
|
180K
$8.36M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
192+ 0.73% |
$8.88K - $9K
|
26.4K
$1.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.07K+ 16.13% |
$49.7K - $50.4K
|
7.73K
$359K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
12.4KNew |
$576K - $583K
|
12.4K
$577K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.71K- 6.7% |
$78.9K - $80K
|
23.8K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.45K+ 9.43% |
$113K - $115K
|
28.4K
$1.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
702+ 9.56% |
$32.5K - $32.9K
|
8.04K
$373K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.69KNew |
$122K - $126K
|
2.69K
$125K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$683K - $701K
|
15K
$695K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
612+ 0.43% |
$27.9K - $28.6K
|
143K
$6.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 1382.1% |
$4.63M - $4.75M
|
109K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
300KNew |
$13.7M - $14M
|
300K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 0.68% |
$2.73K - $2.81K
|
8.72K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
974+ 97400.0% |
$44.4K - $45.5K
|
975
$45.2K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 18.92% |
$122K - $125K
|
11.5K
$532K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
63.8KNew |
$2.91M - $2.98M
|
63.8K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.1K+ 12.44% |
$687K - $705K
|
136K
$6.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
712+ 6.84% |
$32.4K - $33.3K
|
11.1K
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.4KNew |
$383K - $393K
|
8.4K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.13K+ 11.09% |
$51.3K - $52.7K
|
11.3K
$523K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
227K+ 57.4% |
$10.3M - $10.6M
|
622K
$28.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
15.6K+ 2.74% |
$709K - $728K
|
584K
$27.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
13+ 0.12% |
$592 - $608
|
11.1K
$514K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66.3K- 86.01% |
$3.02M - $3.1M
|
10.8K
$500K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.86K+ 2.17% |
$176K - $180K
|
182K
$8.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.1K+ 9.39% |
$688K - $706K
|
176K
$8.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
867+ 13.68% |
$39.5K - $40.5K
|
7.21K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.2K+ 440.0% |
$100K - $103K
|
2.7K
$125K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.49K+ 10.75% |
$114K - $117K
|
25.7K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 8.97% |
$106K - $109K
|
28.4K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
288+ 1.28% |
$13.1K - $13.5K
|
22.8K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
300KNew |
$13.7M - $14M
|
300K
$13.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-476- 0.26% |
$21.7K - $22.3K
|
182K
$8.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.91K+ 7.47% |
$452K - $464K
|
143K
$6.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-143- 2.43% |
$6.52K - $6.69K
|
5.74K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
58.5KNew |
$2.67M - $2.74M
|
58.5K
$2.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.19K- 4.05% |
$54.3K - $55.7K
|
28.2K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
27.8K+ 5.72% |
$1.27M - $1.3M
|
514K
$23.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
445+ 3.79% |
$20.3K - $20.8K
|
12.2K
$566K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.25K+ 43.62% |
$103K - $105K
|
7.42K
$344K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
50.6K+ 32.03% |
$2.31M - $2.37M
|
209K
$9.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.8KNew |
$310K - $318K
|
6.8K
$315K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.77K+ 4.7% |
$126K - $129K
|
61.6K
$2.86M
|
|