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 191 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $296 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
42,048
shares
|
$540,737
0.0% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
40,600
shares
|
$522,116
0.34% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
39,548
shares
|
$508,587
0.2% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
39,201
shares
|
$504,124
0.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
39,013
shares
|
$501,707
0.02% of portfolio
|
Q3 2024
Added 29.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,250
shares
|
$479,035
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
35,440
shares
|
$455,758
0.16% of portfolio
|
Q1 2024
Added 12.72%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
35,329
shares
|
$454,330
0.02% of portfolio
|
Q1 2023
Reduced 2.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
34,608
shares
|
$445,058
0.0% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
34,352
shares
|
$441,766
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
33,400
shares
|
$429,524
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
32,765
shares
|
$421,357
0.02% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
30,993
shares
|
$398,569
0.02% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
30,371
shares
|
$390,571
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
28,043
shares
|
$360,632
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
26,698
shares
|
$343,336
0.14% of portfolio
|
Q3 2024
Added 623.92%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
26,427
shares
|
$339,851
0.0% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,442
shares
|
$327,184
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,400
shares
|
$326,644
0.19% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
25,191
shares
|
$323,956
0.01% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
22,746
shares
|
$292,513
0.01% of portfolio
|
Q3 2024
Added 28.85%
|
|
|
Ghe, LLC
|
Nov 05, 2024 Q3 2024 |
22,150
shares
|
$284,849
0.1% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
21,429
shares
|
$275,576
0.0% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,428
shares
|
$275,564
0.01% of portfolio
|
Q2 2020
Added 7.89%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
20,304
shares
|
$261,109
0.03% of portfolio
|
Q3 2024
Added 4.26%
|