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 |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
20,303
shares
|
$261,096
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
20,286
shares
|
$260,877
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,284
shares
|
$260,852
0.0% of portfolio
|
Q3 2024
Added 69.73%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
19,724
shares
|
$253,650
0.0% of portfolio
|
Q3 2024
Reduced 23.32%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
19,165
shares
|
$246,461
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
19,136
shares
|
$246,088
0.15% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,630
shares
|
$239,581
0.02% of portfolio
|
Q3 2024
Reduced 51.08%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
18,550
shares
|
$238,553
0.1% of portfolio
|
Q4 2023
Reduced 19.49%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
18,500
shares
|
$237,910
0.01% of portfolio
|
Q2 2024
Reduced 10.84%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
18,181
shares
|
$233,807
0.01% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,058
shares
|
$232,225
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
18,000
shares
|
$231,480
0.18% of portfolio
|
Q2 2022
Reduced 2.66%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
17,125
shares
|
$220,227
0.01% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
16,850
shares
|
$216,691
0.16% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,355
shares
|
$210,325
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
16,000
shares
|
$205,760
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,585
shares
|
$200,423
0.0% of portfolio
|
Q3 2024
Reduced 24.11%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,247
shares
|
$196,076
0.0% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$192,900
0.07% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
14,430
shares
|
$185,569
0.09% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14,228
shares
|
$182,972
0.01% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,200
shares
|
$182,612
0.1% of portfolio
|
Q3 2024
Added 37.86%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
14,174
shares
|
$182,277
0.02% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,000
shares
|
$180,040
0.0% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
13,656
shares
|
$175,616
0.02% of portfolio
|
Q3 2024
New holding
|