Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Doubleline Opportunistic Bond Etf (DBND)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    6
Total shares held : 
 4,318,498  
% of shares held : 
 47.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 482,982  
% of shares held change : 
   5.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 651,112
 15.08%
 
Increased Positions :
18
 369,457
 8.56%
 
Unchanged Positions :
3
 9,385
 0.22%
 
Decreased Positions :
16
-409,640
-9.49%
 
Closed Positions :
6
-127,947
-2.96%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CWM LLC 120 - 2024-03-31 785,769 $36,051,000 158,079
   SEASCAPE CAPITAL MANAGEMENT 1 - 2024-03-31 487,697 $22,376,000 82,810
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 15 - 2024-03-31 406,634 $18,656,000 18,118
   One Capital Management LLC 53 - 2024-03-31 277,900 $12,750,000 29,235
   Cravens & Co Advisors LLC 4 - 2024-03-31 180,745 $8,293,000 8,257
   ENVESTNET ASSET MANAGEMENT INC 1564 - 2023-12-31 176,921 $8,183,000 18,372
   Landmark Wealth Management LLC 9 - 2024-03-31 118,259 $5,426,000 6,209
   Fortis Advisors LLC 5 - 2023-12-31 115,631 $5,349,000 881
   Aprio Wealth Management LLC 26 - 2024-03-31 73,356 $3,366,000 12,113
   MML INVESTORS SERVICES LLC 821 - 2023-12-31 64,184 $2,969,000 20,996
   Cornerstone Wealth Group LLC 101 - 2024-03-31 40,159 $1,842,000 1,187
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1730 - 2024-03-31 21,509 $987,000 2,643
   ROYAL BANK OF CANADA 3150 - 2023-12-31 19,955 $923,000 6,913
   Beaumont Financial Advisors LLC 153 - 2024-03-31 18,996 $872,000 1,035
   PANORAMIC INVESTMENT ADVISORS LLC 51 - 2024-03-31 14,050 $645,000 5,150
   AXXCESS WEALTH MANAGEMENT LLC 501 - 2023-12-31 11,312 $523,000 173
   Fortress Wealth Management Inc. 52 - 2024-03-31 8,793 $403,000 103
   Stonehearth Capital Management LLC 59 - 2024-03-31 5,954 $273,000 312
   Sigma Planning Corp 1020 - 2024-03-31 5,530 $254,000 5,530
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us