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 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-40.6K- 15.04% |
$504K - $530K
|
229K
$2.97M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.2K+ 5.52% |
$27.3K - $28.7K
|
42K
$545K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
800+ 1.88% |
$9.94K - $10.4K
|
43.4K
$562K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.95K- 24.11% |
$61.5K - $64.7K
|
15.6K
$202K
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
10.7K+ 8.03% |
$133K - $140K
|
144K
$1.87M
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.55K- 5.75% |
$19.3K - $20.2K
|
25.4K
$329K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
8.6K+ 9.02% |
$107K - $112K
|
104K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-249K- 6.55% |
$3.09M - $3.25M
|
3.55M
$46M
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
676+ 2.23% |
$8.4K - $8.83K
|
31K
$401K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.7K+ 1.5% |
$146K - $153K
|
793K
$10.3M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
33.4KNew |
$415K - $436K
|
33.4K
$433K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$127K - $134K
|
10.3K
$133K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-443K- 52.61% |
$5.5M - $5.78M
|
399K
$5.17M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.12K+ 56.74% |
$26.3K - $27.6K
|
5.85K
$75.7K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.86K+ 6.78% |
$60.4K - $63.5K
|
76.6K
$992K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.75KNew |
$46.6K - $49K
|
3.75K
$48.6K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.02K+ 12.24% |
$112K - $118K
|
82.7K
$1.07M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
88New |
$1.09K - $1.15K
|
88
$1.14K
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.35K+ 4.43% |
$41.6K - $43.8K
|
78.9K
$1.02M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.2K+ 6.01% |
$412K - $434K
|
586K
$7.59M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.94K- 2.36% |
$48.9K - $51.5K
|
163K
$2.11M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.43K- 2.08% |
$42.5K - $44.7K
|
162K
$2.09M
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
70.6K+ 18.78% |
$877K - $922K
|
447K
$5.79M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.72K+ 8.52% |
$33.7K - $35.5K
|
34.6K
$448K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.48K+ 21.16% |
$30.7K - $32.3K
|
14.2K
$184K
|
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
BUY
|
- |
1K+ 4.73% |
$12.4K - $13.1K
|
22.2K
$287K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
180+ 1.38% |
$2.24K - $2.35K
|
13.2K
$171K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.91K- 8.67% |
$61K - $64.1K
|
51.7K
$669K
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
13.7KNew |
$170K - $178K
|
13.7K
$177K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.52K+ 4.28% |
$56.1K - $59K
|
110K
$1.42M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.73K- 13.73% |
$33.8K - $35.6K
|
17.1K
$222K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
400New |
$4.97K - $5.22K
|
400
$5.18K
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-18.5K- 20.2% |
$230K - $241K
|
73K
$946K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.18KNew |
$27.1K - $28.5K
|
2.18K
$28.2K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
558+ 1.08% |
$6.93K - $7.29K
|
52.4K
$679K
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.29K+ 1.53% |
$16K - $16.8K
|
85.4K
$1.11M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
786+ 1.66% |
$9.76K - $10.3K
|
48.2K
$624K
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
107K+ 61.01% |
$1.33M - $1.4M
|
282K
$3.66M
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
5.44K+ 15.95% |
$67.6K - $71.1K
|
39.5K
$512K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 3.22% |
$17.9K - $18.9K
|
46.3K
$600K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.09K+ 28.85% |
$63.3K - $66.5K
|
22.7K
$295K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.03K- 6.0% |
$50K - $52.6K
|
63.1K
$817K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.41K- 0.86% |
$29.9K - $31.4K
|
277K
$3.59M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$18.6K - $19.6K
|
1.5K
$19.4K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
89+ 0.44% |
$1.11K - $1.16K
|
20.3K
$263K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
356K+ 43.53% |
$4.43M - $4.65M
|
1.18M
$15.2M
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11.8K- 7.41% |
$146K - $154K
|
147K
$1.9M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.19K- 10.76% |
$27.2K - $28.6K
|
18.2K
$235K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39+ 2.57% |
$484 - $509
|
1.56K
$20.2K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
242+ 0.51% |
$3.01K - $3.16K
|
47.8K
$619K
|