Institutional Ownership Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL). We have compiled data on the 204 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
3,190,110
shares
|
$38.5 Million
6.87% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,996,045
shares
|
$36.2 Million
0.0% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,272,650
shares
|
$15.4 Million
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
May 13, 2025 Q1 2025 |
1,059,347
shares
|
$12.8 Million
8.51% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
998,063
shares
|
$12 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
912,064
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
807,887
shares
|
$9.75 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
732,762
shares
|
$8.84 Million
0.01% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
660,870
shares
|
$7.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
629,239
shares
|
$7.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
589,231
shares
|
$7.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
528,736
shares
|
$6.38 Million
0.0% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
447,956
shares
|
$5.41 Million
1.42% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
431,082
shares
|
$5.2 Million
0.1% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
417,946
shares
|
$5.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
411,442
shares
|
$4.97 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
370,799
shares
|
$4.48 Million
0.32% of portfolio
|
Q2 2024
Reduced 33.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
353,553
shares
|
$4.27 Million
0.01% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
348,993
shares
|
$4.21 Million
0.01% of portfolio
|
Q4 2022
Reduced 45.05%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
292,410
shares
|
$3.53 Million
0.96% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
266,311
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
226,897
shares
|
$2.74 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
219,361
shares
|
$2.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
213,656
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
204,141
shares
|
$2.46 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.32%
|