Latest Institutional Transactions on Double Line Income Solutions Fund (DSL)
This table provides information on the latest institutional transactions involving Double Line Income Solutions Fund (DSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.8KNew |
$22.4K - $23.5K
|
1.8K
$23.1K
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-568K- 92.15% |
$7.06M - $7.42M
|
48.5K
$623K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
442+ 2.11% |
$5.49K - $5.77K
|
21.4K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-146K- 12.57% |
$1.81M - $1.9M
|
1.01M
$13M
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
11.3KNew |
$140K - $148K
|
11.3K
$145K
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.77K+ 2.54% |
$46.8K - $49.2K
|
152K
$1.96M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8+ 0.02% |
$99.4 - $104
|
37.3K
$479K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 10.0% |
$24.8 - $26.1
|
18
$231
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 5.27% |
$416K - $438K
|
670K
$8.6M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-16.4K- 7.25% |
$204K - $214K
|
210K
$2.7M
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
147+ 0.38% |
$1.83K - $1.92K
|
39.2K
$504K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91.9K+ 125.0% |
$1.14M - $1.2M
|
165K
$2.12M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24K- 5.53% |
$298K - $314K
|
410K
$5.27M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.45K- 27.62% |
$30.4K - $31.9K
|
6.41K
$82.3K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
334+ 1.33% |
$4.15K - $4.36K
|
25.4K
$327K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.73K- 5.53% |
$46.3K - $48.7K
|
63.8K
$819K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.79K+ 6.28% |
$34.7K - $36.5K
|
47.3K
$607K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
24.3K+ 22.3% |
$302K - $317K
|
133K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.6K+ 5.08% |
$368K - $387K
|
613K
$7.87M
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
52KNew |
$646K - $679K
|
52K
$668K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-394- 1.13% |
$4.89K - $5.15K
|
34.4K
$441K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$164K - $172K
|
13.2K
$170K
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
42+ 2.6% |
$522 - $549
|
1.66K
$21.3K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
93New |
$1.16K - $1.21K
|
93
$1.2K
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1K- 6.48% |
$12.4K - $13.1K
|
14.4K
$185K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.4KNew |
$377K - $397K
|
30.4K
$390K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-16.5K- 60.44% |
$205K - $215K
|
10.8K
$139K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.63K- 27.16% |
$32.7K - $34.4K
|
7.06K
$90.7K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.4K- 51.08% |
$242K - $254K
|
18.6K
$239K
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
28KNew |
$348K - $366K
|
28K
$360K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5.79K- 10.78% |
$71.8K - $75.6K
|
47.9K
$615K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.73K+ 1.41% |
$71.1K - $74.8K
|
411K
$5.28M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 5.89% |
$2.01M - $2.12M
|
2.91M
$37.4M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.33K- 4.77% |
$16.5K - $17.3K
|
26.4K
$340K
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.9K+ 37.86% |
$48.4K - $50.9K
|
14.2K
$182K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.9K+ 2.33% |
$173K - $182K
|
612K
$7.86M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
19.2KNew |
$238K - $250K
|
19.2K
$246K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.19K- 5.05% |
$64.4K - $67.7K
|
97.6K
$1.25M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$12.4 - $13.1
|
10K
$129K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43.6K- 43.37% |
$542K - $570K
|
57K
$732K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
13.8K+ 24.3% |
$171K - $180K
|
70.4K
$905K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-4.03K- 6.36% |
$50K - $52.6K
|
59.3K
$762K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-994- 0.43% |
$12.3K - $13K
|
228K
$2.93M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49K+ 4.73% |
$609K - $640K
|
1.09M
$13.9M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
178K+ 757.71% |
$2.21M - $2.33M
|
202K
$2.59M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-670- 0.56% |
$8.32K - $8.75K
|
119K
$1.53M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.06K+ 29.24% |
$38.1K - $40K
|
13.5K
$174K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5K+ 8.46% |
$192K - $202K
|
199K
$2.55M
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-4.66K- 32.48% |
$57.8K - $60.8K
|
9.68K
$124K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.33K+ 69.73% |
$103K - $109K
|
20.3K
$261K
|