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 $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,253
shares
|
$67,921
0.03% of portfolio
|
Q1 2024
Added 9.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$51,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,000
shares
|
$51,720
0.0% of portfolio
|
Q4 2023
Reduced 15.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
3,750
shares
|
$48,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,600
shares
|
$46,548
0.0% of portfolio
|
Q2 2024
Reduced 21.74%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
3,500
shares
|
$45,255
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,486
shares
|
$45,073
0.0% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
3,463
shares
|
$44,776
0.0% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
3,000
shares
|
$38,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,900
shares
|
$37,497
0.0% of portfolio
|
Q1 2024
Added 1.75%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,670
shares
|
$34,523
0.0% of portfolio
|
Q4 2023
Reduced 52.91%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
2,219
shares
|
$28,691
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,179
shares
|
$28,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,000
shares
|
$25,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,999
shares
|
$25,847
0.0% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,800
shares
|
$23,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,659
shares
|
$21,450
0.01% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,650
shares
|
$21,334
0.01% of portfolio
|
Q4 2020
Reduced 37.74%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
1,558
shares
|
$20,144
0.0% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,500
shares
|
$19,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,394
shares
|
$18,024
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,347
shares
|
$17,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,258
shares
|
$16,265
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,150
shares
|
$14,869
0.01% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,135
shares
|
$14,675
0.0% of portfolio
|
Q1 2021
Reduced 63.88%
|