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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.83K- 9.26% |
$22.5K - $23.7K
|
17.9K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
928New |
$11.4K - $12.1K
|
928
$11.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-73.2K- 12.48% |
$901K - $951K
|
513K
$6.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-5.42K- 47.41% |
$66.7K - $70.4K
|
6.01K
$76.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$8.62K - $9.1K
|
700
$8.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-8.43K- 17.61% |
$104K - $110K
|
39.5K
$504K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.2KNew |
$27.1K - $28.6K
|
2.2K
$28.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.2K+ 103.83% |
$729K - $769K
|
116K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
23KNew |
$284K - $300K
|
23K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.83K- 3.19% |
$22.5K - $23.7K
|
55.5K
$708K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-531- 8.0% |
$6.54K - $6.9K
|
6.11K
$78K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.74K- 1.85% |
$46K - $48.6K
|
198K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.25K+ 5.1% |
$102K - $107K
|
170K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27.7K+ 39.36% |
$341K - $360K
|
98.1K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-979- 1.65% |
$12.1K - $12.7K
|
58.3K
$744K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
158+ 2.63% |
$1.95K - $2.05K
|
6.17K
$78.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.9KNew |
$171K - $180K
|
13.9K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 4.94% |
$7.39K - $7.8K
|
12.8K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 2.82% |
$155K - $164K
|
459K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-916- 31.59% |
$11.3K - $11.9K
|
1.98K
$25.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.86K- 7.46% |
$109K - $115K
|
110K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
11.1K+ 14.02% |
$136K - $144K
|
90K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 2.61% |
$132K - $139K
|
421K
$5.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.72K- 4.74% |
$95.1K - $100K
|
155K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.03K+ 2.14% |
$12.7K - $13.4K
|
49.2K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 73.21% |
$183K - $193K
|
35.1K
$448K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.27K- 9.98% |
$40.3K - $42.5K
|
29.5K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
662KNew |
$8.16M - $8.61M
|
662K
$8.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2K+ 57.14% |
$24.6K - $26K
|
5.5K
$70.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
338+ 0.71% |
$4.16K - $4.39K
|
48.1K
$614K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.27K- 0.83% |
$15.6K - $16.5K
|
151K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.5KNew |
$142K - $150K
|
11.5K
$147K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-50.4K- 99.58% |
$621K - $655K
|
211
$2.69K
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
16.1K+ 72.46% |
$198K - $209K
|
38.2K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
468+ 13.43% |
$5.77K - $6.08K
|
3.95K
$50.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 0.91% |
$1.48K - $1.56K
|
13.3K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.15K- 26.65% |
$51.2K - $54K
|
11.4K
$146K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
8K+ 70.8% |
$98.6K - $104K
|
19.3K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.45K- 2.8% |
$17.8K - $18.8K
|
50.2K
$641K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47K+ 206.67% |
$579K - $611K
|
69.8K
$890K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-8.88K- 3.14% |
$109K - $115K
|
274K
$3.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.7K- 18.98% |
$33.3K - $35.1K
|
11.5K
$147K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.03K- 11.37% |
$49.6K - $52.4K
|
31.4K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
10.4KNew |
$128K - $135K
|
10.4K
$132K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.22K- 3.17% |
$88.9K - $93.8K
|
220K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.5K+ 10.28% |
$105K - $110K
|
91.2K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-260- 31.86% |
$3.2K - $3.38K
|
556
$7.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.92K+ 1.9% |
$23.7K - $25K
|
103K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
22.3K+ 30.49% |
$274K - $290K
|
95.3K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-599- 4.23% |
$7.38K - $7.79K
|
13.6K
$173K
|