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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
12.9K+ 6.85% |
$589K - $605K
|
202K
$9.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.33K+ 8.97% |
$106K - $109K
|
28.4K
$1.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-644- 0.75% |
$29.3K - $30.1K
|
84.8K
$3.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-18.9K- 15.02% |
$859K - $881K
|
107K
$4.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 86.12% |
$13.7M - $14.1M
|
649K
$30.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.2K+ 6.04% |
$374K - $383K
|
144K
$6.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
147K+ 37.3% |
$6.69M - $6.87M
|
541K
$25.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
68+ 1.22% |
$3.1K - $3.18K
|
5.65K
$262K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.62KNew |
$211K - $216K
|
4.62K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
391+ 0.85% |
$17.8K - $18.3K
|
46.3K
$2.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.02K+ 3.78% |
$366K - $375K
|
220K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
43.2K+ 7.29% |
$1.97M - $2.02M
|
637K
$29.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.22K- 11.44% |
$55.5K - $57K
|
9.43K
$437K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
22K+ 41.76% |
$1M - $1.03M
|
74.7K
$3.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.06K+ 11.36% |
$139K - $143K
|
30K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.29K+ 4.96% |
$286K - $294K
|
133K
$6.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.71K- 0.97% |
$124K - $127K
|
277K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
47.1K+ 12.81% |
$2.15M - $2.2M
|
415K
$19.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2.44K- 68.04% |
$111K - $114K
|
1.14K
$53K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
263K+ 23.74% |
$12M - $12.3M
|
1.37M
$63.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.01K- 98.29% |
$91.6K - $94K
|
35
$1.62K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 2.26% |
$45.5K - $46.6K
|
43.6K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-8.94K- 27.07% |
$404K - $414K
|
24.1K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
89New |
$4.02K - $4.12K
|
89
$4.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
985+ 11.43% |
$44.5K - $45.6K
|
9.6K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.91K+ 2.97% |
$131K - $135K
|
101K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-103- 63.58% |
$4.65K - $4.77K
|
59
$2.74K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.12K+ 1.1% |
$95.7K - $98.2K
|
195K
$9.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-110- 27.5% |
$4.97K - $5.1K
|
290
$13.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-69- 57.5% |
$3.12K - $3.2K
|
51
$2.36K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
32+ 13.28% |
$1.45K - $1.48K
|
273
$12.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.58KNew |
$252K - $258K
|
5.58K
$259K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.2K- 45.2% |
$1.53M - $1.58M
|
41.4K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.03K- 48.8% |
$226K - $233K
|
5.28K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.11K+ 102.24% |
$229K - $237K
|
10.1K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.15KNew |
$366K - $378K
|
8.15K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
830+ 13.9% |
$37.3K - $38.5K
|
6.8K
$315K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-25- 0.2% |
$1.12K - $1.16K
|
12.2K
$565K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 24.46% |
$76.5K - $79K
|
5.27K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
998+ 22.41% |
$44.8K - $46.3K
|
5.45K
$253K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
48.9KNew |
$2.21M - $2.31M
|
48.9K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
159New |
$7.18K - $7.51K
|
159
$7.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.98KNew |
$405K - $424K
|
8.98K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
273New |
$12.3K - $12.9K
|
273
$12.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
158New |
$7.13K - $7.47K
|
158
$7.33K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$44.9 - $47.6
|
9.78K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
100+ 0.99% |
$4.49K - $4.76K
|
10.2K
$472K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
694New |
$31.2K - $33K
|
694
$32.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-312- 3.86% |
$14K - $14.9K
|
7.76K
$360K
|
|