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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.96K+ 29.83% |
$111K - $117K
|
39K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
14+ 0.13% |
$174 - $183
|
10.6K
$136K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
8.18K+ 1214.86% |
$102K - $107K
|
8.85K
$114K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
48.3K+ 68.63% |
$600K - $631K
|
119K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.16K+ 3.58% |
$26.8K - $28.2K
|
62.6K
$804K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5.05K+ 588.58% |
$62.7K - $66K
|
5.91K
$76K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
829+ 4.26% |
$10.3K - $10.8K
|
20.3K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.07K+ 2.09% |
$25.7K - $27K
|
101K
$1.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-450- 0.38% |
$5.59K - $5.88K
|
117K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
165KNew |
$2.05M - $2.15M
|
165K
$2.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-205- 15.13% |
$2.55K - $2.68K
|
1.15K
$14.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
23K+ 623.92% |
$286K - $301K
|
26.7K
$343K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 2.65% |
$1.93K - $2.02K
|
6.02K
$77.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.23K- 53.89% |
$15.2K - $16K
|
1.05K
$13.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-6K- 23.32% |
$74.5K - $78.4K
|
19.7K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
183+ 0.18% |
$2.27K - $2.39K
|
102K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 1.12% |
$86.9 - $91.4
|
633
$8.14K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 4.78% |
$200K - $211K
|
354K
$4.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.42K+ 2.54% |
$17.6K - $18.5K
|
57.3K
$737K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
7.15K+ 11.93% |
$88.8K - $93.4K
|
67.1K
$863K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.13K+ 8.49% |
$51.3K - $53.9K
|
52.7K
$678K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.35KNew |
$16.7K - $17.6K
|
1.35K
$17.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
260+ 46.76% |
$3.23K - $3.4K
|
816
$10.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.6K- 1.66% |
$19.8K - $20.8K
|
94.6K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 2.68% |
$19.9K - $20.9K
|
58.2K
$748K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2K- 12.32% |
$24.8K - $26.1K
|
14.2K
$183K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
8KNew |
$99.4K - $104K
|
8K
$103K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.22KNew |
$27.6K - $29K
|
2.22K
$28.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
760+ 760.0% |
$9.44K - $9.93K
|
860
$11.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
76+ 2.23% |
$944 - $993
|
3.49K
$44.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.76K+ 3.87% |
$21.8K - $23K
|
47.2K
$607K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 2.57% |
$621 - $653
|
2K
$25.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
330+ 1.02% |
$4.1K - $4.31K
|
32.8K
$421K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20.3KNew |
$241K - $260K
|
20.3K
$261K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.73K- 27.68% |
$68.1K - $73.5K
|
15K
$193K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.9K+ 74.79% |
$237K - $255K
|
46.5K
$598K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$135K - $146K
|
11.4K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.65K- 13.08% |
$19.6K - $21.2K
|
11K
$141K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-200- 1.72% |
$2.38K - $2.57K
|
11.4K
$147K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$47.6K - $51.3K
|
4K
$51.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.38K+ 2.63% |
$28.3K - $30.5K
|
92.6K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-191K- 33.94% |
$2.27M - $2.44M
|
371K
$4.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.6KNew |
$234K - $252K
|
19.6K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10KNew |
$119K - $128K
|
10K
$129K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
900+ 8.0% |
$10.7K - $11.5K
|
12.2K
$156K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8.9KNew |
$106K - $114K
|
8.9K
$114K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.4KNew |
$64.2K - $69.3K
|
5.4K
$69.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.86KNew |
$22.1K - $23.9K
|
1.86K
$23.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-25- 0.16% |
$297 - $321
|
15.2K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2KNew |
$23.8K - $25.7K
|
2K
$25.7K
|
|