Latest Institutional Purchases of Double Line Income Solutions Fund (DSL)
This list provides information on the latest institutional transactions involving Double Line Income Solutions Fund (DSL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
33.1K+ 28.17% |
$369K - $416K
|
151K
$1.8M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.7KNew |
$209K - $235K
|
18.7K
$224K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.5K+ 6.21% |
$184K - $208K
|
283K
$3.39M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12.4K+ 92.07% |
$138K - $155K
|
25.8K
$309K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.7KNew |
$63.6K - $71.6K
|
5.7K
$68.3K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.5K+ 366.73% |
$61.3K - $69.1K
|
7K
$83.9K
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.38K+ 1.5% |
$48.8K - $55K
|
297K
$3.56M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.84K+ 1.89% |
$31.7K - $35.7K
|
153K
$1.83M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.14K+ 18.21% |
$23.8K - $26.9K
|
13.9K
$166K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2K+ 16.91% |
$22.3K - $25.1K
|
13.8K
$166K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.58K+ 7.58% |
$17.6K - $19.9K
|
22.4K
$269K
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
598+ 1.37% |
$6.67K - $7.52K
|
44.3K
$531K
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
430+ 2.24% |
$4.79K - $5.41K
|
19.6K
$236K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
363+ 1.27% |
$4.05K - $4.56K
|
29K
$348K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 2.74% |
$502 - $566
|
1.69K
$20.2K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 2.8% |
$323 - $365
|
1.06K
$12.8K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26+ 1.84% |
$290 - $327
|
1.44K
$17.2K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.89% |
$201 - $226
|
2.04K
$24.4K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
227KNew |
$2.84M - $2.92M
|
227K
$2.72M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 3.84% |
$1.39M - $1.43M
|
3M
$35.9M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.9K+ 4.0% |
$613K - $630K
|
1.27M
$15.3M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.5K+ 6.93% |
$595K - $612K
|
733K
$8.79M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
39.3K+ 56.37% |
$493K - $506K
|
109K
$1.31M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.8KNew |
$436K - $448K
|
34.8K
$417K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.1K+ 3.65% |
$402K - $413K
|
912K
$10.9M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.3KNew |
$354K - $364K
|
28.3K
$339K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
22K+ 15.24% |
$276K - $283K
|
166K
$1.99M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.1K+ 128.31% |
$265K - $272K
|
37.6K
$450K
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
20.3K+ 54.1% |
$255K - $262K
|
57.9K
$694K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
20.1KNew |
$252K - $259K
|
20.1K
$241K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.2K+ 61.03% |
$241K - $247K
|
50.7K
$607K
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
18.9K+ 1057.31% |
$237K - $244K
|
20.7K
$249K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
18.5K+ 27.59% |
$232K - $238K
|
85.6K
$1.03M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
17.5KNew |
$219K - $225K
|
17.5K
$209K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.9K+ 14.87% |
$200K - $205K
|
123K
$1.48M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9K+ 3.1% |
$199K - $205K
|
529K
$6.34M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.1KNew |
$177K - $182K
|
14.1K
$169K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$165K - $170K
|
13.2K
$158K
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 13.52% |
$152K - $157K
|
102K
$1.23M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12K+ 34.95% |
$150K - $155K
|
46.4K
$556K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.4KNew |
$143K - $147K
|
11.4K
$137K
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11.1K+ 48.07% |
$139K - $143K
|
34.1K
$409K
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.52K+ 8.92% |
$81.7K - $84K
|
79.6K
$954K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
6.45K+ 7.17% |
$80.8K - $83.1K
|
96.4K
$1.16M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6.42KNew |
$80.5K - $82.7K
|
6.42K
$77K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.24K+ 3.67% |
$78.2K - $80.3K
|
176K
$2.11M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.34K+ 3.17% |
$66.9K - $68.7K
|
174K
$2.08M
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.35KNew |
$42K - $43.1K
|
3.35K
$40.2K
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.33K+ 0.78% |
$41.7K - $42.9K
|
431K
$5.17M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.14KNew |
$39.3K - $40.4K
|
3.14K
$37.6K
|