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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-200- 1.11% |
$2.51K - $2.58K
|
17.9K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.05K- 0.48% |
$13.2K - $13.6K
|
219K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
360New |
$4.51K - $4.64K
|
360
$4.37K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
333New |
$4.17K - $4.29K
|
333
$4.05K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1KNew |
$12.5K - $12.9K
|
1K
$12.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-4.69K- 5.03% |
$58.8K - $60.4K
|
88.6K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44.2K- 50.0% |
$554K - $570K
|
44.2K
$537K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.74K- 2.94% |
$34.3K - $35.2K
|
90.2K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-300- 2.6% |
$3.76K - $3.86K
|
11.2K
$136K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
720New |
$9.02K - $9.27K
|
720
$8.75K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.38K+ 1.61% |
$29.8K - $30.6K
|
150K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 1.74% |
$12.5K - $12.9K
|
56.5K
$686K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.44K- 7.67% |
$18K - $18.5K
|
17.3K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39K- 4.6% |
$488K - $502K
|
808K
$9.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.64K+ 3.26% |
$20.5K - $21.1K
|
51.9K
$630K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.75K+ 3.19% |
$47K - $48.3K
|
121K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
300+ 2.6% |
$3.76K - $3.86K
|
11.8K
$144K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.7KNew |
$147K - $151K
|
11.7K
$143K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
189+ 0.39% |
$2.37K - $2.43K
|
48.3K
$587K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
73+ 0.17% |
$915 - $940
|
43.6K
$530K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12- 0.04% |
$150 - $155
|
28.6K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 2.58% |
$326 - $335
|
1.04K
$12.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
17.5KNew |
$219K - $225K
|
17.5K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45.8K+ 155.22% |
$574K - $590K
|
75.3K
$915K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.7K+ 11.14% |
$335K - $344K
|
266K
$3.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.02K+ 6.36% |
$37.8K - $38.9K
|
50.5K
$613K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 4.17% |
$6.27K - $6.44K
|
11.5K
$140K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-657Closed |
$8.23K - $8.46K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
127+ 0.61% |
$1.59K - $1.64K
|
20.9K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.9K+ 14.87% |
$200K - $205K
|
123K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 2.5% |
$144K - $148K
|
448K
$5.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.17K+ 36.22% |
$52.2K - $53.7K
|
15.7K
$190K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.78K- 5.1% |
$47.4K - $48.7K
|
70.4K
$855K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42+ 2.63% |
$526 - $541
|
1.64K
$19.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$165K - $170K
|
13.2K
$160K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
400New |
$5.01K - $5.15K
|
400
$4.86K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.1K- 25.33% |
$445K - $469K
|
106K
$1.29M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
11.5KNew |
$142K - $150K
|
11.5K
$140K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.3K+ 116.67% |
$311K - $329K
|
47K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.7KNew |
$736K - $776K
|
59.7K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
144+ 0.57% |
$1.77K - $1.87K
|
25.6K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.43K- 15.9% |
$29.9K - $31.5K
|
12.8K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.65KNew |
$20.3K - $21.5K
|
1.65K
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.4KNew |
$203K - $214K
|
16.4K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11KNew |
$135K - $143K
|
11K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
700+ 0.6% |
$8.62K - $9.1K
|
117K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
- |
326New |
$4.02K - $4.24K
|
326
$3.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$270K - $285K
|
21.9K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
67.1KNew |
$827K - $873K
|
67.1K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.32KNew |
$16.3K - $17.2K
|
1.32K
$16.1K
|
|