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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2KNew |
$105K - $125K
|
10.2K
$128K
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
8.79K+ 52.86% |
$90.5K - $108K
|
25.4K
$318K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6KNew |
$61.8K - $73.4K
|
6K
$75.1K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.61K+ 39.56% |
$47.5K - $56.4K
|
16.3K
$204K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.5KNew |
$36.1K - $42.8K
|
3.5K
$43.8K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.8KNew |
$28.8K - $34.3K
|
2.8K
$35.1K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.26KNew |
$13K - $15.4K
|
1.26K
$15.8K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 10.03% |
$11.8K - $14.1K
|
12.6K
$158K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
310New |
$3.19K - $3.79K
|
310
$3.88K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
250+ 3.78% |
$2.58K - $3.06K
|
6.86K
$85.9K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
121New |
$1.25K - $1.48K
|
121
$1.51K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 10.53% |
$1.03K - $1.22K
|
1.05K
$13.1K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 2.83% |
$206 - $245
|
727
$9.1K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
40KNew |
$460K - $495K
|
40K
$501K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.5KNew |
$407K - $439K
|
35.5K
$444K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
34.2KNew |
$393K - $424K
|
34.2K
$428K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29.7KNew |
$341K - $367K
|
29.7K
$372K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.9KNew |
$125K - $135K
|
10.9K
$136K
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.78K+ 166.2% |
$43.4K - $46.8K
|
6.06K
$75.8K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
258+ 29.45% |
$2.96K - $3.19K
|
1.13K
$14.2K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
110+ 2.14% |
$1.26K - $1.36K
|
5.26K
$65.9K
|
|
Q2 2023 | |||||||
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
116KNew |
$1.28M - $1.4M
|
116K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.4KNew |
$347K - $379K
|
31.4K
$393K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.4KNew |
$192K - $210K
|
17.4K
$217K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.3KNew |
$124K - $136K
|
11.3K
$141K
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$112K - $123K
|
10.1K
$127K
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10KNew |
$111K - $121K
|
10K
$125K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.26KNew |
$58.2K - $63.6K
|
5.26K
$65.9K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.6KNew |
$39.8K - $43.5K
|
3.6K
$45K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1K+ 148.37% |
$11.1K - $12.1K
|
1.67K
$21K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$11.1K - $12.1K
|
1K
$12.5K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
300+ 1.47% |
$3.32K - $3.63K
|
20.8K
$260K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
245New |
$2.71K - $2.96K
|
245
$3.07K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
238New |
$2.63K - $2.88K
|
238
$2.98K
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16KNew |
$175K - $204K
|
16K
$200K
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.7KNew |
$129K - $150K
|
11.7K
$147K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.14K+ 29.6% |
$56.3K - $65.5K
|
22.5K
$282K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4KNew |
$43.8K - $51K
|
4K
$50.1K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.51K+ 37.9% |
$16.5K - $19.2K
|
5.48K
$68.6K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.39KNew |
$15.3K - $17.8K
|
1.39K
$17.5K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
759New |
$8.32K - $9.68K
|
759
$9.5K
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
559+ 3.41% |
$6.13K - $7.13K
|
17K
$212K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
243KNew |
$2.56M - $3M
|
243K
$3.04M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.9KNew |
$188K - $220K
|
17.9K
$224K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.93KNew |
$20.3K - $23.7K
|
1.93K
$24.1K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
782New |
$8.23K - $9.64K
|
782
$9.79K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
722New |
$7.6K - $8.9K
|
722
$9.04K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
550New |
$5.79K - $6.78K
|
550
$6.89K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
311+ 2.41% |
$3.27K - $3.83K
|
13.2K
$166K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
275+ 1.56% |
$2.89K - $3.39K
|
17.9K
$224K
|