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 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.4KNew |
$153K - $162K
|
12.4K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.26K- 4.99% |
$15.5K - $16.3K
|
23.9K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$12.3 - $13
|
10K
$122K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
35.1KNew |
$432K - $456K
|
35.1K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.21K+ 8.69% |
$51.9K - $54.8K
|
52.7K
$640K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
43+ 2.59% |
$530 - $559
|
1.7K
$20.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-5.42K- 47.41% |
$66.7K - $70.4K
|
6.01K
$73K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$8.62K - $9.1K
|
700
$8.51K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
158+ 2.63% |
$1.95K - $2.05K
|
6.17K
$75K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.2KNew |
$27.1K - $28.6K
|
2.2K
$26.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-916- 31.59% |
$11.3K - $11.9K
|
1.98K
$24.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 4.94% |
$7.39K - $7.8K
|
12.8K
$155K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.9KNew |
$171K - $180K
|
13.9K
$169K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2K+ 57.14% |
$24.6K - $26K
|
5.5K
$66.8K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.15K- 26.65% |
$51.2K - $54K
|
11.4K
$139K
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
16.1K+ 72.46% |
$198K - $209K
|
38.2K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-260- 31.86% |
$3.2K - $3.38K
|
556
$6.76K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
10.4KNew |
$128K - $135K
|
10.4K
$126K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-599- 4.23% |
$7.38K - $7.79K
|
13.6K
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-132- 20.85% |
$1.63K - $1.72K
|
501
$6.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.32K- 1.54% |
$16.2K - $17.1K
|
84K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2KClosed |
$24.6K - $26K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8.16K- 92.18% |
$100K - $106K
|
692
$8.41K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.9% |
$222 - $234
|
2.02K
$24.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$961 - $1.01K
|
78
$948
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$12.3K - $13K
|
1K
$12.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-859- 99.88% |
$10.6K - $11.2K
|
1
$12.2
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.17K- 87.16% |
$14.5K - $15.3K
|
173
$2.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10KNew |
$123K - $130K
|
10K
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
200+ 1.08% |
$2.46K - $2.6K
|
18.7K
$227K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
850New |
$10.5K - $11.1K
|
850
$10.3K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.8KNew |
$22.4K - $23.5K
|
1.8K
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.79K+ 6.28% |
$34.7K - $36.5K
|
47.3K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
52KNew |
$646K - $679K
|
52K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
28KNew |
$348K - $366K
|
28K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.4KNew |
$377K - $397K
|
30.4K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
93New |
$1.16K - $1.21K
|
93
$1.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
19.2KNew |
$238K - $250K
|
19.2K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$127K - $134K
|
10.3K
$125K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
88New |
$1.09K - $1.15K
|
88
$1.07K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.12K+ 56.74% |
$26.3K - $27.6K
|
5.85K
$71K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
13.7KNew |
$170K - $178K
|
13.7K
$166K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.73K- 13.73% |
$33.8K - $35.6K
|
17.1K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
400New |
$4.97K - $5.22K
|
400
$4.86K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.18KNew |
$27.1K - $28.5K
|
2.18K
$26.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$18.6K - $19.6K
|
1.5K
$18.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
14+ 0.13% |
$174 - $183
|
10.6K
$129K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-205- 15.13% |
$2.55K - $2.68K
|
1.15K
$14K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 4.78% |
$200K - $211K
|
354K
$4.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
183+ 0.18% |
$2.27K - $2.39K
|
102K
$1.24M
|
|