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 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
121New |
$1.25K - $1.48K
|
121
$1.56K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.74K- 18.62% |
$59.1K - $70.3K
|
25.1K
$323K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
310New |
$3.19K - $3.79K
|
310
$3.99K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.5KNew |
$36.1K - $42.8K
|
3.5K
$45K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11KNew |
$113K - $135K
|
11K
$141K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3K- 52.91% |
$30.9K - $36.7K
|
2.67K
$34.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.8KNew |
$28.8K - $34.3K
|
2.8K
$36K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-4.49K- 19.49% |
$46.2K - $55K
|
18.6K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 2.83% |
$206 - $245
|
727
$9.35K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
40KNew |
$460K - $495K
|
40K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29.7KNew |
$341K - $367K
|
29.7K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
34.2KNew |
$393K - $424K
|
34.2K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.37K- 11.02% |
$73.1K - $78.8K
|
51.4K
$661K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-194- 4.85% |
$2.23K - $2.4K
|
3.81K
$48.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.9KNew |
$125K - $135K
|
10.9K
$140K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.9K- 32.49% |
$56.3K - $60.7K
|
10.2K
$131K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.78K+ 166.2% |
$43.4K - $46.8K
|
6.06K
$77.9K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
116KNew |
$1.28M - $1.4M
|
116K
$1.49M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
245New |
$2.71K - $2.96K
|
245
$3.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1K+ 148.37% |
$11.1K - $12.1K
|
1.67K
$21.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.4KNew |
$347K - $379K
|
31.4K
$403K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.6KNew |
$39.8K - $43.5K
|
3.6K
$46.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.4KNew |
$192K - $210K
|
17.4K
$223K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.26KNew |
$58.2K - $63.6K
|
5.26K
$67.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$11.1K - $12.1K
|
1K
$12.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.01K- 9.18% |
$11.2K - $12.3K
|
10K
$129K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
238New |
$2.63K - $2.88K
|
238
$3.06K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$112K - $123K
|
10.1K
$130K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.14K+ 29.6% |
$56.3K - $65.5K
|
22.5K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.9K- 12.96% |
$20.8K - $24.2K
|
12.8K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.51K+ 37.9% |
$16.5K - $19.2K
|
5.48K
$70.5K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.12K- 52.83% |
$12.3K - $14.3K
|
1K
$12.9K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4KNew |
$43.8K - $51K
|
4K
$51.4K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-21.1K- 67.63% |
$231K - $269K
|
10.1K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 14.49% |
$5.48K - $6.38K
|
2.95K
$37.9K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16KNew |
$175K - $204K
|
16K
$206K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.5K- 37.89% |
$82.2K - $95.7K
|
12.3K
$158K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
759New |
$8.32K - $9.68K
|
759
$9.76K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.7KNew |
$129K - $150K
|
11.7K
$151K
|
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
SELL
|
- |
-224- 1.04% |
$2.46K - $2.86K
|
21.3K
$273K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-800- 2.21% |
$8.77K - $10.2K
|
35.3K
$454K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.39KNew |
$15.3K - $17.8K
|
1.39K
$17.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-185K- 93.91% |
$2.03M - $2.36M
|
12K
$154K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
559+ 3.41% |
$6.13K - $7.13K
|
17K
$218K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
311+ 2.41% |
$3.27K - $3.83K
|
13.2K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
243KNew |
$2.56M - $3M
|
243K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.9KNew |
$188K - $220K
|
17.9K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
722New |
$7.6K - $8.9K
|
722
$9.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
275+ 1.56% |
$2.89K - $3.39K
|
17.9K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-286K- 45.05% |
$3.01M - $3.53M
|
349K
$4.49M
|
|