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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-22KClosed |
$301K - $362K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-22.6KClosed |
$308K - $371K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.65KClosed |
$22.5K - $27.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.73KClosed |
$37.2K - $44.8K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-525- 8.55% |
$7.17K - $8.64K
|
5.61K
$68.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-12.6KClosed |
$172K - $207K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
SELL
|
- |
-5K- 33.17% |
$68.3K - $82.3K
|
10.1K
$122K
|
|
| Q4 2021 | |||||||
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
22.9KNew |
$362K - $415K
|
22.9K
$278K
|
|
|
Apr 27, 2022
Q4 2021
|
Triad Investment Management
|
SELL
|
- |
-22.5KClosed |
$357K - $409K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.55KClosed |
$87.8K - $101K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-300- 1.72% |
$4.75K - $5.45K
|
17.2K
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$15.8K - $18.2K
|
1K
$12.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.5KClosed |
$166K - $190K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-86.1KClosed |
$1.36M - $1.56M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-5.63KClosed |
$89.1K - $102K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
472New |
$7.47K - $8.57K
|
472
$5.73K
|
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-64.2KClosed |
$1.02M - $1.17M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-13.9KClosed |
$220K - $252K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.5KClosed |
$166K - $191K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-6KClosed |
$95K - $109K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250Closed |
$4.34K - $4.58K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.93K- 16.75% |
$33.5K - $35.3K
|
9.59K
$117K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.48KClosed |
$43.1K - $45.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40Closed |
$695 - $732
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.24KNew |
$38.8K - $40.9K
|
2.24K
$27.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-6K- 26.09% |
$104K - $110K
|
17K
$207K
|
|
|
Nov 10, 2021
Q3 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-204KClosed |
$3.54M - $3.72M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3KClosed |
$53.2K - $55.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-12.6KClosed |
$223K - $232K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-248Closed |
$4.4K - $4.58K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.09KNew |
$90.2K - $93.9K
|
5.09K
$61.8K
|
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
SELL
|
- |
-26.4KClosed |
$469K - $488K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13KClosed |
$231K - $241K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.2KClosed |
$21.3K - $22.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-725- 63.88% |
$12K - $13.2K
|
410
$4.98K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.83KClosed |
$79.7K - $87.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-16.1KClosed |
$266K - $293K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.18KClosed |
$36K - $39.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14.7KClosed |
$242K - $266K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-700Closed |
$11.6K - $12.7K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-11.7KClosed |
$193K - $212K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.7KClosed |
$226K - $249K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-9.49KClosed |
$145K - $163K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-107Closed |
$1.64K - $1.84K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-17.5KClosed |
$267K - $300K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.68KClosed |
$118K - $132K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-25.2KClosed |
$387K - $434K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10KClosed |
$153K - $172K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-10.2KClosed |
$156K - $175K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.53KClosed |
$23.4K - $26.3K
|
0
$0
|
|