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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.6KNew |
$39.8K - $43.5K
|
3.6K
$46.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1K+ 148.37% |
$11.1K - $12.1K
|
1.67K
$21.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$11.1K - $12.1K
|
1K
$13K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
245New |
$2.71K - $2.96K
|
245
$3.17K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
238New |
$2.63K - $2.88K
|
238
$3.08K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16KNew |
$175K - $204K
|
16K
$207K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.7KNew |
$129K - $150K
|
11.7K
$152K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.14K+ 29.6% |
$56.3K - $65.5K
|
22.5K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4KNew |
$43.8K - $51K
|
4K
$51.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.51K+ 37.9% |
$16.5K - $19.2K
|
5.48K
$71K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.39KNew |
$15.3K - $17.8K
|
1.39K
$18.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
759New |
$8.32K - $9.68K
|
759
$9.83K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
559+ 3.41% |
$6.13K - $7.13K
|
17K
$220K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
243KNew |
$2.56M - $3M
|
243K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.9KNew |
$188K - $220K
|
17.9K
$231K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.93KNew |
$20.3K - $23.7K
|
1.93K
$24.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
782New |
$8.23K - $9.64K
|
782
$10.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
722New |
$7.6K - $8.9K
|
722
$9.35K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
311+ 2.41% |
$3.27K - $3.83K
|
13.2K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
275+ 1.56% |
$2.89K - $3.39K
|
17.9K
$231K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
191New |
$2.01K - $2.36K
|
191
$2.47K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11KNew |
$119K - $146K
|
11K
$142K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10KNew |
$108K - $133K
|
10K
$130K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.06K+ 5.44% |
$65.5K - $80.3K
|
117K
$1.52M
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
1.9K+ 4.66% |
$20.5K - $25.2K
|
42.7K
$552K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.39KNew |
$15K - $18.4K
|
1.39K
$18K
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
312+ 1.67% |
$3.37K - $4.13K
|
19K
$246K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
232New |
$2.51K - $3.07K
|
232
$3K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
177New |
$1.91K - $2.34K
|
177
$2.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 2.66% |
$97.2 - $119
|
347
$4.49K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
59.3K+ 41.05% |
$706K - $875K
|
204K
$2.64M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
51.4KNew |
$612K - $758K
|
51.4K
$666K
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
30KNew |
$357K - $443K
|
30K
$389K
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
24.2KNew |
$288K - $357K
|
24.2K
$313K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.3K+ 28.92% |
$194K - $240K
|
72.5K
$939K
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
10KNew |
$119K - $148K
|
10K
$130K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
4KNew |
$47.6K - $59K
|
4K
$51.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
3.5KNew |
$41.7K - $51.6K
|
3.5K
$45.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.4KNew |
$40.5K - $50.2K
|
3.4K
$44K
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.92K+ 1.17% |
$34.7K - $43K
|
251K
$3.26M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.7KNew |
$32.1K - $39.8K
|
2.7K
$35K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.57KNew |
$30.6K - $38K
|
2.57K
$33.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
393New |
$4.68K - $5.8K
|
393
$5.09K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.41% |
$357 - $443
|
7.4K
$95.8K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
18KNew |
$245K - $296K
|
18K
$233K
|
|
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
15KNew |
$205K - $247K
|
15K
$194K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1KNew |
$13.7K - $16.5K
|
1K
$13K
|
|
| Q4 2021 | |||||||
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
22.9KNew |
$362K - $415K
|
22.9K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$15.8K - $18.2K
|
1K
$13K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
472New |
$7.47K - $8.57K
|
472
$6.11K
|
|