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 184 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
3,600
shares
|
$46,692
0.0% of portfolio
|
Q2 2024
Reduced 21.74%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
3,500
shares
|
$45,395
0.0% of portfolio
|
Q4 2023
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
3,463
shares
|
$44,915
0.0% of portfolio
|
Q2 2024
Added 0.87%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
3,410
shares
|
$44,227
0.0% of portfolio
|
Q2 2024
Added 2.28%
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
3,000
shares
|
$38,910
0.0% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
2,900
shares
|
$37,613
0.0% of portfolio
|
Q1 2024
Added 1.75%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,670
shares
|
$34,629
0.0% of portfolio
|
Q4 2023
Reduced 52.91%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
2,277
shares
|
$29,532
0.0% of portfolio
|
Q4 2023
Reduced 12.83%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
2,000
shares
|
$25,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
1,949
shares
|
$25,278
0.0% of portfolio
|
Q2 2024
Added 2.69%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
1,860
shares
|
$24,124
0.0% of portfolio
|
Q2 2024
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
1,650
shares
|
$21,400
0.01% of portfolio
|
Q4 2020
Reduced 37.74%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
1,617
shares
|
$20,972
0.01% of portfolio
|
Q2 2024
New holding
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
1,519
shares
|
$19,701
0.0% of portfolio
|
Q2 2024
Added 2.64%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,394
shares
|
$18,080
0.01% of portfolio
|
Q1 2023
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,375
shares
|
$17,833
0.0% of portfolio
|
Q1 2019
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
1,355
shares
|
$17,574
0.01% of portfolio
|
Q2 2024
Added 29.05%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
1,258
shares
|
$16,316
0.01% of portfolio
|
Q4 2023
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
1,135
shares
|
$14,720
0.0% of portfolio
|
Q1 2021
Reduced 63.88%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
1,000
shares
|
$12,970
0.0% of portfolio
|
Q1 2022
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
858
shares
|
$11,128
0.0% of portfolio
|
Q1 2024
Added 733.01%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
782
shares
|
$10,142
0.0% of portfolio
|
Q4 2022
New holding
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 20, 2024 Q2 2024 |
673
shares
|
$8,728
0.0% of portfolio
|
Q2 2024
Added 1.66%
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
626
shares
|
$8,119
0.0% of portfolio
|
Q2 2024
Added 458.93%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
556
shares
|
$7,211
0.0% of portfolio
|
N/A
|