Latest Institutional Purchases of Doubleline ETF Tr Opportunisti (DBND)
This list provides information on the latest institutional transactions involving Doubleline ETF Tr Opportunisti (DBND) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
253K+ 18.51% |
$11.7M - $11.9M
|
1.62M
$75.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
239KNew |
$11.1M - $11.2M
|
239K
$11.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
77.6K+ 18.7% |
$3.59M - $3.64M
|
492K
$22.8M
|
|
|
Jan 27, 2026
Q4 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
66.6K+ 113.8% |
$3.08M - $3.12M
|
125K
$5.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
45.7K+ 26.0% |
$2.12M - $2.14M
|
222K
$10.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
43.2K+ 31.87% |
$2M - $2.03M
|
179K
$8.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
27.7K+ 4.47% |
$1.28M - $1.3M
|
646K
$30M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
22.1K+ 3.78% |
$1.02M - $1.04M
|
606K
$28.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
22K+ 13.92% |
$1.02M - $1.03M
|
180K
$8.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
12.4KNew |
$576K - $583K
|
12.4K
$577K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.21KNew |
$287K - $291K
|
6.21K
$288K
|
|
|
Jan 28, 2026
Q4 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.95K+ 13.18% |
$183K - $185K
|
33.9K
$1.57M
|
|
|
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
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.7KNew |
$125K - $126K
|
2.7K
$125K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.45K+ 9.43% |
$113K - $115K
|
28.4K
$1.32M
|
|
|
Jan 26, 2026
Q4 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.54K+ 3.33% |
$71.3K - $72.3K
|
47.8K
$2.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.07K+ 16.13% |
$49.7K - $50.4K
|
7.73K
$359K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
702+ 9.56% |
$32.5K - $32.9K
|
8.04K
$373K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
192+ 0.73% |
$8.88K - $9K
|
26.4K
$1.22M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
17+ 0.15% |
$787 - $797
|
11.1K
$515K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.21% |
$278 - $281
|
502
$23.3K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 86.12% |
$13.7M - $14.1M
|
649K
$30.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
300KNew |
$13.7M - $14M
|
300K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
300KNew |
$13.7M - $14M
|
300K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
227K+ 57.4% |
$10.3M - $10.6M
|
622K
$28.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
147K+ 37.3% |
$6.69M - $6.87M
|
541K
$25.1M
|
|
|
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
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
63.8KNew |
$2.91M - $2.98M
|
63.8K
$2.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
50.6K+ 32.03% |
$2.31M - $2.37M
|
209K
$9.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
43.2K+ 7.29% |
$1.97M - $2.02M
|
637K
$29.5M
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
27.8K+ 5.72% |
$1.27M - $1.3M
|
514K
$23.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
22K+ 41.76% |
$1M - $1.03M
|
74.7K
$3.46M
|
|
|
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
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$683K - $701K
|
15K
$695K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
12.9K+ 6.85% |
$589K - $605K
|
202K
$9.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.91K+ 7.47% |
$452K - $464K
|
143K
$6.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.4KNew |
$383K - $393K
|
8.4K
$389K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.2K+ 6.04% |
$374K - $383K
|
144K
$6.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.02K+ 3.78% |
$366K - $375K
|
220K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.29K+ 4.96% |
$286K - $294K
|
133K
$6.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.62KNew |
$211K - $216K
|
4.62K
$214K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.86K+ 2.17% |
$176K - $180K
|
182K
$8.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.77K+ 4.7% |
$126K - $129K
|
61.6K
$2.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.69KNew |
$122K - $126K
|
2.69K
$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 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.33K+ 8.97% |
$106K - $109K
|
28.4K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.25K+ 43.62% |
$103K - $105K
|
7.42K
$344K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.2K+ 440.0% |
$100K - $103K
|
2.7K
$125K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.13K+ 11.09% |
$51.3K - $52.7K
|
11.3K
$523K
|
|