W.G. Shaheen & Associates DBA Whitney & Co Buys 7,190 Shares of DoubleLine Mortgage ETF (NYSEARCA:DMBS)

W.G. Shaheen & Associates DBA Whitney & Co raised its position in shares of DoubleLine Mortgage ETF (NYSEARCA:DMBS) by 4.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 159,949 shares of the company’s stock after acquiring an additional 7,190 shares during the quarter. W.G. Shaheen & Associates DBA Whitney & Co owned approximately 2.54% of DoubleLine Mortgage ETF worth $7,694,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in DMBS. SeaBridge Investment Advisors LLC lifted its position in DoubleLine Mortgage ETF by 1.2% during the 4th quarter. SeaBridge Investment Advisors LLC now owns 26,890 shares of the company’s stock valued at $1,293,000 after acquiring an additional 331 shares during the period. Orion Portfolio Solutions LLC boosted its position in shares of DoubleLine Mortgage ETF by 10.2% in the 3rd quarter. Orion Portfolio Solutions LLC now owns 7,784 shares of the company’s stock worth $392,000 after purchasing an additional 722 shares in the last quarter. Peterson Financial Group Inc. purchased a new stake in shares of DoubleLine Mortgage ETF in the 3rd quarter worth approximately $129,000. Sugarloaf Wealth Management LLC increased its position in DoubleLine Mortgage ETF by 4.6% during the 4th quarter. Sugarloaf Wealth Management LLC now owns 62,531 shares of the company’s stock valued at $3,008,000 after buying an additional 2,722 shares in the last quarter. Finally, Lord & Richards Wealth Management LLC purchased a new position in DoubleLine Mortgage ETF during the fourth quarter valued at $274,000.

DoubleLine Mortgage ETF Price Performance

NYSEARCA DMBS opened at $48.67 on Monday. DoubleLine Mortgage ETF has a 12 month low of $47.00 and a 12 month high of $50.71. The stock’s fifty day moving average price is $48.13 and its 200-day moving average price is $49.02.

About DoubleLine Mortgage ETF

The Doubleline Etf Trust – Mortgage ETF (DMBS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed portfolio of investment grade residential mortgage-backed securities of any maturity. The fund seeks to outperform the Bloomberg US Mortgage-Backed Securities Index DMBS was launched on Mar 31, 2023 and is managed by DoubleLine.