Marks Group Wealth Management, Inc Double Line Income Solutions Fund Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$15.83 - $18.15 $1.36 Million - $1.56 Million	-86,085 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$17.37 - $18.3 $52,110 - $54,900	3,000 Added 3.61%	86,085 $1.53 Million
Q1 2021 May 17, 2021	SELL	$16.5 - $18.16 $12,507 - $13,765	-758 Reduced 0.9%	83,085 $1.51 Million
Q4 2020 Feb 08, 2021	SELL	$15.32 - $17.2 $1,915 - $2,150	-125 Reduced 0.15%	83,843 $1.39 Million
Q3 2020 Nov 10, 2020	BUY	$15.44 - $16.78 $300,076 - $326,119	19,435 Added 30.12%	83,968 $1.35 Million
Q4 2019 Feb 12, 2020	BUY	$19.14 - $20.18 $1.24 Million - $1.3 Million	64,533 New	64,533 $1.28 Million

Others Institutions Holding DSL

# of Institutions

191

Shares Held

23M

Call Options Held

1.4K

Put Options Held

11.3K

Mc Gowan Group Asset Management, Inc. Dallas, TX

3.55M
Shares

$44.8 Million
7.51% of portfolio
Morgan Stanley New York, NY

2.91M
Shares

$36.7 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

1.18M
Shares

$14.8 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

1.09M
Shares

$13.7 Million
0.0% of portfolio
Ubs Group Ag

1.01M
Shares

$12.8 Million
0.0% 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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