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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3K+ 15.54% |
$37.6K - $38.6K
|
22.3K
$267K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 4.98% |
$34.7K - $35.7K
|
58.4K
$700K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 4.84% |
$25K - $25.7K
|
43.2K
$518K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.7K+ 1.65% |
$21.2K - $21.8K
|
105K
$1.25M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.64K+ 3.26% |
$20.5K - $21.1K
|
51.9K
$622K
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.63K+ 2.2% |
$20.4K - $21K
|
75.4K
$905K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.42K+ 1.95% |
$17.8K - $18.3K
|
74.4K
$892K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.18K+ 29.74% |
$14.7K - $15.1K
|
5.13K
$61.5K
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1K+ 3.91% |
$12.5K - $12.9K
|
26.6K
$319K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1KNew |
$12.5K - $12.9K
|
1K
$12K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
858+ 81.71% |
$10.8K - $11.1K
|
1.91K
$22.9K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
800+ 93.24% |
$10K - $10.3K
|
1.66K
$19.9K
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
721+ 2.27% |
$9.03K - $9.29K
|
32.4K
$389K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
720New |
$9.02K - $9.27K
|
720
$8.63K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
589+ 3.14% |
$7.38K - $7.59K
|
19.4K
$232K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
564+ 1.53% |
$7.07K - $7.26K
|
37.5K
$449K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
442+ 0.21% |
$5.54K - $5.69K
|
214K
$2.56M
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
410+ 1.31% |
$5.14K - $5.28K
|
31.8K
$382K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
400New |
$5.01K - $5.15K
|
400
$4.8K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
372+ 1.63% |
$4.66K - $4.79K
|
23.2K
$278K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
360New |
$4.51K - $4.64K
|
360
$4.32K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
333New |
$4.17K - $4.29K
|
333
$3.99K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
248New |
$3.11K - $3.19K
|
248
$2.97K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
219+ 0.05% |
$2.74K - $2.82K
|
411K
$4.93M
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 1.38% |
$2.51K - $2.58K
|
14.7K
$176K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
189+ 0.39% |
$2.37K - $2.43K
|
48.3K
$579K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
177+ 1.45% |
$2.22K - $2.28K
|
12.4K
$149K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 0.9% |
$1.5K - $1.55K
|
13.5K
$161K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
73+ 0.17% |
$915 - $940
|
43.6K
$523K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 12.32% |
$326 - $335
|
237
$2.84K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10+ 0.03% |
$125 - $129
|
37.3K
$447K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
67.1KNew |
$827K - $873K
|
67.1K
$805K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.7KNew |
$736K - $776K
|
59.7K
$716K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
35.1KNew |
$432K - $456K
|
35.1K
$420K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.3K+ 116.67% |
$311K - $329K
|
47K
$563K
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$270K - $285K
|
21.9K
$263K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.4KNew |
$203K - $214K
|
16.4K
$197K
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
16.1K+ 72.46% |
$198K - $209K
|
38.2K
$458K
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.9KNew |
$171K - $180K
|
13.9K
$166K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.4KNew |
$153K - $162K
|
12.4K
$149K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
11.5KNew |
$142K - $150K
|
11.5K
$138K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11KNew |
$135K - $143K
|
11K
$132K
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
10.4KNew |
$128K - $135K
|
10.4K
$124K
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10KNew |
$123K - $130K
|
10K
$120K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.21K+ 8.69% |
$51.9K - $54.8K
|
52.7K
$631K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.2KNew |
$27.1K - $28.6K
|
2.2K
$26.4K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2K+ 57.14% |
$24.6K - $26K
|
5.5K
$65.9K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.65KNew |
$20.3K - $21.5K
|
1.65K
$19.8K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.32KNew |
$16.3K - $17.2K
|
1.32K
$15.9K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$12.3K - $13K
|
1K
$12K
|