Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-732- 4.09% |
$9.17K - $9.43K
|
17.2K
$206K
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-657Closed |
$8.23K - $8.46K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-650- 0.32% |
$8.14K - $8.37K
|
204K
$2.45M
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-612- 1.05% |
$7.67K - $7.88K
|
57.7K
$692K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-555- 1.98% |
$6.95K - $7.15K
|
27.5K
$330K
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 4.17% |
$6.27K - $6.44K
|
11.5K
$138K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-390- 0.2% |
$4.89K - $5.02K
|
197K
$2.37M
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-300- 2.6% |
$3.76K - $3.86K
|
11.2K
$135K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-200- 1.11% |
$2.51K - $2.58K
|
17.9K
$214K
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-183- 0.46% |
$2.29K - $2.36K
|
39.2K
$470K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-158- 8.28% |
$1.98K - $2.04K
|
1.75K
$21K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 5.56% |
$12.5 - $12.9
|
17
$204
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.1K- 25.33% |
$445K - $469K
|
106K
$1.28M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8.16K- 92.18% |
$100K - $106K
|
692
$8.3K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-5.42K- 47.41% |
$66.7K - $70.4K
|
6.01K
$72.1K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.15K- 26.65% |
$51.2K - $54K
|
11.4K
$137K
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.43K- 15.9% |
$29.9K - $31.5K
|
12.8K
$154K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2KClosed |
$24.6K - $26K
|
0
$0
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.32K- 1.54% |
$16.2K - $17.1K
|
84K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.26K- 4.99% |
$15.5K - $16.3K
|
23.9K
$287K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.17K- 87.16% |
$14.5K - $15.3K
|
173
$2.07K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-916- 31.59% |
$11.3K - $11.9K
|
1.98K
$23.8K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-859- 99.88% |
$10.6K - $11.2K
|
1
$12
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-599- 4.23% |
$7.38K - $7.79K
|
13.6K
$163K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-260- 31.86% |
$3.2K - $3.38K
|
556
$6.67K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-132- 20.85% |
$1.63K - $1.72K
|
501
$6.01K
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.73K- 13.73% |
$33.8K - $35.6K
|
17.1K
$205K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-205- 15.13% |
$2.55K - $2.68K
|
1.15K
$13.8K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-191K- 33.94% |
$2.27M - $2.44M
|
371K
$4.45M
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.93K- 39.35% |
$94.2K - $102K
|
12.2K
$146K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.73K- 27.68% |
$68.1K - $73.5K
|
15K
$180K
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-232- 1.2% |
$2.76K - $2.98K
|
19.1K
$229K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-200- 1.72% |
$2.38K - $2.57K
|
11.4K
$137K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.4K- 35.87% |
$126K - $135K
|
18.7K
$224K
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-332- 61.14% |
$4.01K - $4.3K
|
211
$2.53K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-200- 1.41% |
$2.42K - $2.59K
|
14K
$168K
|
|
May 13, 2024
Q1 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-100- 0.98% |
$1.21K - $1.3K
|
10.1K
$121K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-112K- 90.54% |
$1.15M - $1.37M
|
11.7K
$140K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-26.4K- 69.91% |
$272K - $323K
|
11.4K
$136K
|
|
Feb 13, 2024
Q4 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-15K- 50.0% |
$155K - $184K
|
15K
$180K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.5K- 16.63% |
$129K - $153K
|
62.6K
$750K
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.74K- 18.62% |
$59.1K - $70.3K
|
25.1K
$301K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.48K- 16.09% |
$46.1K - $54.8K
|
23.3K
$280K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3K- 52.91% |
$30.9K - $36.7K
|
2.67K
$32K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-720- 15.25% |
$7.42K - $8.81K
|
4K
$48K
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-711- 1.72% |
$7.32K - $8.7K
|
40.6K
$487K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.9K- 32.49% |
$56.3K - $60.7K
|
10.2K
$122K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-194- 4.85% |
$2.23K - $2.4K
|
3.81K
$45.6K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.01K- 9.18% |
$11.2K - $12.3K
|
10K
$120K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-21.1K- 67.63% |
$231K - $269K
|
10.1K
$121K
|