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 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.22KNew |
$27.6K - $29K
|
2.22K
$27K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
8KNew |
$99.4K - $104K
|
8K
$97.2K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20.3KNew |
$241K - $260K
|
20.3K
$247K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.73K- 27.68% |
$68.1K - $73.5K
|
15K
$182K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-200- 1.72% |
$2.38K - $2.57K
|
11.4K
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$47.6K - $51.3K
|
4K
$48.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.38K+ 2.63% |
$28.3K - $30.5K
|
92.6K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-191K- 33.94% |
$2.27M - $2.44M
|
371K
$4.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10KNew |
$119K - $128K
|
10K
$122K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.4KNew |
$64.2K - $69.3K
|
5.4K
$65.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.86KNew |
$22.1K - $23.9K
|
1.86K
$22.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8.9KNew |
$106K - $114K
|
8.9K
$108K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.93K- 39.35% |
$94.2K - $102K
|
12.2K
$148K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.31K- 24.31% |
$51.2K - $55.3K
|
13.4K
$163K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
16.4KNew |
$194K - $210K
|
16.4K
$199K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-232- 1.2% |
$2.76K - $2.98K
|
19.1K
$233K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200+ 1.2% |
$2.38K - $2.57K
|
16.9K
$205K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
148+ 1.06% |
$1.76K - $1.9K
|
14.2K
$172K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 0.87% |
$357 - $385
|
3.46K
$42.1K
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.5KNew |
$151K - $161K
|
12.5K
$151K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
453+ 9.44% |
$5.48K - $5.87K
|
5.25K
$63.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.2K+ 14.92% |
$256K - $274K
|
163K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.4K- 35.87% |
$126K - $135K
|
18.7K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-100- 0.98% |
$1.21K - $1.3K
|
10.1K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
4.18KNew |
$50.6K - $54.2K
|
4.18K
$50.8K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-200- 1.41% |
$2.42K - $2.59K
|
14K
$170K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-332- 61.14% |
$4.01K - $4.3K
|
211
$2.56K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.6KNew |
$128K - $137K
|
10.6K
$128K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.5K+ 81.82% |
$163K - $175K
|
30K
$365K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3K+ 20.83% |
$36.3K - $38.9K
|
17.4K
$211K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50New |
$605 - $648
|
50
$608
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
47.3KNew |
$571K - $612K
|
47.3K
$574K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
200+ 66.67% |
$2.42K - $2.59K
|
500
$6.08K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2KNew |
$24.2K - $25.9K
|
2K
$24.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3KNew |
$36.3K - $38.9K
|
3K
$36.5K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.1KNew |
$146K - $173K
|
14.1K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-711- 1.72% |
$7.32K - $8.7K
|
40.6K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6KNew |
$61.8K - $73.4K
|
6K
$72.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.5K- 16.63% |
$129K - $153K
|
62.6K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.26KNew |
$13K - $15.4K
|
1.26K
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-112K- 90.54% |
$1.15M - $1.37M
|
11.7K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.48K- 16.09% |
$46.1K - $54.8K
|
23.3K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2KNew |
$105K - $125K
|
10.2K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
26KNew |
$268K - $318K
|
26K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-15K- 50.0% |
$155K - $184K
|
15K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.1KNew |
$186K - $221K
|
18.1K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
16.9KNew |
$174K - $207K
|
16.9K
$205K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-26.4K- 69.91% |
$272K - $323K
|
11.4K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
121New |
$1.25K - $1.48K
|
121
$1.47K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-720- 15.25% |
$7.42K - $8.81K
|
4K
$48.6K
|
|