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 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50New |
$605 - $648
|
50
$600
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
26KNew |
$268K - $318K
|
26K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.1KNew |
$186K - $221K
|
18.1K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
16.9KNew |
$174K - $207K
|
16.9K
$203K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.1KNew |
$146K - $173K
|
14.1K
$170K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11KNew |
$113K - $135K
|
11K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2KNew |
$105K - $125K
|
10.2K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6KNew |
$61.8K - $73.4K
|
6K
$71.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.8KNew |
$28.8K - $34.3K
|
2.8K
$33.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.26KNew |
$13K - $15.4K
|
1.26K
$15.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
310New |
$3.19K - $3.79K
|
310
$3.72K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
121New |
$1.25K - $1.48K
|
121
$1.45K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 2.83% |
$206 - $245
|
727
$8.72K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
40KNew |
$460K - $495K
|
40K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
34.2KNew |
$393K - $424K
|
34.2K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29.7KNew |
$341K - $367K
|
29.7K
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.9KNew |
$125K - $135K
|
10.9K
$131K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.78K+ 166.2% |
$43.4K - $46.8K
|
6.06K
$72.6K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$112K - $123K
|
10.1K
$122K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.26KNew |
$58.2K - $63.6K
|
5.26K
$63.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.6KNew |
$39.8K - $43.5K
|
3.6K
$43.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1K+ 148.37% |
$11.1K - $12.1K
|
1.67K
$20.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$11.1K - $12.1K
|
1K
$12K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
238New |
$2.63K - $2.88K
|
238
$2.85K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16KNew |
$175K - $204K
|
16K
$192K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.7KNew |
$129K - $150K
|
11.7K
$141K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.14K+ 29.6% |
$56.3K - $65.5K
|
22.5K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4KNew |
$43.8K - $51K
|
4K
$48K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.51K+ 37.9% |
$16.5K - $19.2K
|
5.48K
$65.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.39KNew |
$15.3K - $17.8K
|
1.39K
$16.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
559+ 3.41% |
$6.13K - $7.13K
|
17K
$203K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
243KNew |
$2.56M - $3M
|
243K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.9KNew |
$188K - $220K
|
17.9K
$214K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.93KNew |
$20.3K - $23.7K
|
1.93K
$23.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
782New |
$8.23K - $9.64K
|
782
$9.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
722New |
$7.6K - $8.9K
|
722
$8.66K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
311+ 2.41% |
$3.27K - $3.83K
|
13.2K
$159K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
191New |
$2.01K - $2.36K
|
191
$2.29K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11KNew |
$119K - $146K
|
11K
$132K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10KNew |
$108K - $133K
|
10K
$120K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.06K+ 5.44% |
$65.5K - $80.3K
|
117K
$1.41M
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
1.9K+ 4.66% |
$20.5K - $25.2K
|
42.7K
$511K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.39KNew |
$15K - $18.4K
|
1.39K
$16.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
312+ 1.67% |
$3.37K - $4.13K
|
19K
$228K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
232New |
$2.51K - $3.07K
|
232
$2.78K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
177New |
$1.91K - $2.34K
|
177
$2.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 2.66% |
$97.2 - $119
|
347
$4.16K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
59.3K+ 41.05% |
$706K - $875K
|
204K
$2.44M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
51.4KNew |
$612K - $758K
|
51.4K
$616K
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
30KNew |
$357K - $443K
|
30K
$360K
|
|