Gradient Investments LLC Double Line Income Solutions Fund Transaction History

Gradient Investments LLC

$3.51 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 14, 2022	SELL	$10.8 - $13.24 $1,868 - $2,290	-173 Reduced 86.5%	27 $0
Q1 2022 May 26, 2022	SELL	$13.66 - $16.45 $9,876 - $11,893	-723 Reduced 78.33%	200 $3,000
Q4 2021 Jan 12, 2022	BUY	$15.83 - $18.15 $364 - $417	23 Added 2.56%	923 $15,000
Q1 2020 Apr 07, 2020	BUY	$10.49 - $21.06 $7,343 - $14,742	700 Added 350.0%	900 $12,000
Q2 2018 Aug 09, 2018	SELL	$19.92 - $20.56 $3,227 - $3,330	-162 Reduced 44.75%	200 $4,000
Q1 2018 Apr 11, 2018	BUY	$19.62 - $20.87 $3,178 - $3,380	162 Added 81.0%	362 $7,000
Q4 2017 Feb 07, 2018	BUY	$19.96 - $21.46 $3,992 - $4,292	200	200 $4,000

Others Institutions Holding DSL

# of Institutions

184

Shares Held

22.6M

Call Options Held

7.1K

Put Options Held

27.8K

Mc Gowan Group Asset Management, Inc. Dallas, TX

3.8M
Shares

$49.2 Million
8.14% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$35.6 Million
0.0% of portfolio
Ubs Group Ag

1.16M
Shares

$15 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.04M
Shares

$13.4 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

842K
Shares

$10.9 Million
0.13% of portfolio

About DoubleLine Income Solutions Fund

Ticker DSL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
DoubleLine Funds - DoubleLine Income Solutions Fund is a closed end fixed income mutual fund launched and managed by DoubleLine Capital LP. The fund invests in fixed income markets across the globe. It primarily invests in debt securities issued by domestic or foreign corporate or other issuers, obligations of foreign sovereigns or their agencie...

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