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DoubleLine Mortgage ETF (DMBS) Institutional Ownership

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$47.67
+0.26 (+0.55%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for DoubleLine Mortgage ETF (NYSEARCA:DMBS)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$145.41M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$558.10K
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DMBS Institutional Buying and Selling by Quarter

DoubleLine Mortgage ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 SeaBridge Investment Advisors LLC19,002$925K0.2%+4.5%0.305%
4/23/2024 Triad Wealth Partners LLC8,833$430K0.3%N/A0.142%
4/23/2024 Gradient Investments LLC1,978,094$96.32M2.2%+6.5%31.700%
4/23/2024 Sugarloaf Wealth Management LLC59,232$2.88M0.5%+23.2%0.949%
4/18/2024 Congress Wealth Management LLC DE 483,664$23.55M0.4%+13.9%23.944%
4/18/2024 AMI Investment Management Inc.197,471$9.62M3.5%+9.9%9.776%
4/16/2024 Advocacy Wealth Management Services LLC788,808$38.41M3.3%N/A39.050%
4/11/2024 Integrated Capital Management Inc.123,080$5.99M4.9%N/A6.093%
4/2/2024 Cravens & Co Advisors LLC24,545$1.20M1.0%+5.5%1.215%
2/29/2024Tortoise Investment Management LLC209,687$10.38M1.4%N/A10.381%
2/9/2024 Congress Wealth Management LLC DE 424,669$21.02M0.4%N/A21.023%
2/9/2024 Cravens & Co Advisors LLC23,270$1.15M1.0%-5.6%1.152%
2/8/2024Tortoise Investment Management LLC232,231$11.28M1.5%N/A11.497%
1/29/2024ORG Partners LLC936$46K0.0%N/A0.046%
1/26/2024Cerity Partners LLC601,768$29.78M0.1%N/A29.790%
1/18/2024 Gradient Investments LLC1,857,872$91.95M2.2%-0.5%91.974%
1/18/2024 AMI Investment Management Inc.179,673$8.89M3.6%N/A8.895%
1/10/2024 Sugarloaf Wealth Management LLC48,061$2.38M0.5%+32.5%2.379%
1/5/2024WealthPLAN Partners LLC34,685$1.72M0.2%N/A1.717%
11/16/2023 Cravens & Co Advisors LLC24,660$1.16M1.1%+1.7%1.221%
11/14/2023Ancora Advisors LLC3,000$141K0.0%+200.0%0.149%
11/14/2023Mutual Advisors LLC6,255$294K0.0%N/A0.310%
11/13/2023 Sugarloaf Wealth Management LLC36,271$1.71M0.4%+4.3%1.796%
10/27/2023 Gradient Investments LLC1,867,759$87.81M2.3%+2.5%92.463%
10/26/2023 SeaBridge Investment Advisors LLC18,294$860K0.3%N/A0.906%
7/28/2023 Cravens & Co Advisors LLC24,237$1.20M1.1%N/A2.376%
7/13/2023 Sugarloaf Wealth Management LLC34,790$1.72M0.4%N/A3.411%
(Data available from 1/1/2016 forward)

DMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DMBS shares?

During the previous two years, 15 institutional investors and hedge funds held shares of DoubleLine Mortgage ETF. The most heavily invested institutionals were Gradient Investments LLC ($96.32M), Advocacy Wealth Management Services LLC ($38.41M), Cerity Partners LLC ($29.78M), Congress Wealth Management LLC DE ($23.55M), Tortoise Investment Management LLC ($10.38M), AMI Investment Management Inc. ($9.62M), and Integrated Capital Management Inc. ($5.99M).Learn more on DMBS's institutional investors.

Which institutional investors have been buying DoubleLine Mortgage ETF stock?

Of the 15 institutional investors that purchased DoubleLine Mortgage ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advocacy Wealth Management Services LLC ($788.81K), Cerity Partners LLC ($601.77K), Congress Wealth Management LLC DE ($483.66K), Tortoise Investment Management LLC ($441.92K), AMI Investment Management Inc. ($197.47K), Gradient Investments LLC ($166.56K), and Integrated Capital Management Inc. ($123.08K).

How much institutional buying is happening at DoubleLine Mortgage ETF?

Institutional investors have bought a total of 2,960,247 shares in the last 24 months. This purchase volume represents approximately $145.41M in transactions.

Which DoubleLine Mortgage ETF major shareholders have been selling company stock?

The following institutional investors have sold DoubleLine Mortgage ETF stock in the last 24 months: Gradient Investments LLC ($9.89K), and Cravens & Co Advisors LLC ($1.39K).

How much institutional selling is happening at DoubleLine Mortgage ETF?

Institutional investors have sold a total of 11,277 shares in the last 24 months. This volume of shares sold represents approximately $558.10K in transactions.


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This page (NYSEARCA:DMBS) was last updated on 5/4/2024 by MarketBeat.com Staff

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