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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.06MNew |
$13.3M - $13.6M
|
1.06M
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.5K+ 6.93% |
$595K - $612K
|
733K
$8.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
6.45K+ 7.17% |
$80.8K - $83.1K
|
96.4K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.8KNew |
$436K - $448K
|
34.8K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.1K+ 3.65% |
$402K - $413K
|
912K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.74K- 0.65% |
$34.3K - $35.2K
|
418K
$5.08M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.52K+ 8.92% |
$81.7K - $84K
|
79.6K
$967K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27K- 29.58% |
$338K - $347K
|
64.2K
$780K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-158- 8.28% |
$1.98K - $2.04K
|
1.75K
$21.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.64K- 4.76% |
$33.1K - $34K
|
52.8K
$642K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.14KNew |
$39.3K - $40.4K
|
3.14K
$38.1K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.6K- 4.24% |
$32.6K - $33.5K
|
58.7K
$714K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.75K- 61.34% |
$47K - $48.3K
|
2.36K
$28.7K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.34K+ 5.67% |
$29.3K - $30.2K
|
43.7K
$531K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-183- 0.46% |
$2.29K - $2.36K
|
39.2K
$476K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.3K- 3.0% |
$16.3K - $16.7K
|
42.1K
$511K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
589+ 3.14% |
$7.38K - $7.59K
|
19.4K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9K+ 3.1% |
$199K - $205K
|
529K
$6.42M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.4K- 43.89% |
$193K - $199K
|
19.7K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
442+ 0.21% |
$5.54K - $5.69K
|
214K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
18.5K+ 27.59% |
$232K - $238K
|
85.6K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.42K+ 1.95% |
$17.8K - $18.3K
|
74.4K
$904K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
248New |
$3.11K - $3.19K
|
248
$3.01K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
20.1KNew |
$252K - $259K
|
20.1K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 0.9% |
$1.5K - $1.55K
|
13.5K
$164K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.2K+ 61.03% |
$241K - $247K
|
50.7K
$616K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.7K+ 1.65% |
$21.2K - $21.8K
|
105K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 12.32% |
$326 - $335
|
237
$2.88K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
410+ 1.31% |
$5.14K - $5.28K
|
31.8K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6.42KNew |
$80.5K - $82.7K
|
6.42K
$78K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-37.8K- 24.4% |
$474K - $487K
|
117K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
858+ 81.71% |
$10.8K - $11.1K
|
1.91K
$23.2K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 13.52% |
$152K - $157K
|
102K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-6.46K- 13.87% |
$80.9K - $83.2K
|
40.1K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.3KNew |
$354K - $364K
|
28.3K
$343K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-13.1K- 26.51% |
$164K - $168K
|
36.2K
$440K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-732- 4.09% |
$9.17K - $9.43K
|
17.2K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 1.48% |
$12.5K - $12.9K
|
66.5K
$808K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 1.38% |
$2.51K - $2.58K
|
14.7K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.18K+ 29.74% |
$14.7K - $15.1K
|
5.13K
$62.3K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-13.6K- 8.98% |
$170K - $175K
|
137K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11.1K+ 48.07% |
$139K - $143K
|
34.1K
$414K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 4.98% |
$34.7K - $35.7K
|
58.4K
$709K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
800+ 93.24% |
$10K - $10.3K
|
1.66K
$20.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
20.3K+ 54.1% |
$255K - $262K
|
57.9K
$704K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2K- 3.62% |
$25.1K - $25.8K
|
53.3K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-43.3K- 45.4% |
$542K - $557K
|
52K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
39.3K+ 56.37% |
$493K - $506K
|
109K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.33K+ 0.78% |
$41.7K - $42.9K
|
431K
$5.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
564+ 1.53% |
$7.07K - $7.26K
|
37.5K
$455K
|