Purchases and Sales Made in Q1 2022 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q1 2022. The information is specifically focused on institutions that hold shares of DoubleLine Income Solutions Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23K- 8.78% |
$314K - $378K
|
239K
$3.01M
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-23.4K- 20.13% |
$320K - $386K
|
93K
$1.17M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23.5K- 55.96% |
$321K - $387K
|
18.5K
$234K
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-24.3K- 15.27% |
$332K - $400K
|
135K
$1.7M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24.7K- 28.67% |
$337K - $406K
|
61.4K
$774K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-25.6K- 10.8% |
$349K - $421K
|
211K
$2.66M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26.1K- 86.43% |
$357K - $429K
|
4.1K
$51.7K
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-31.6K- 10.03% |
$431K - $519K
|
283K
$3.57M
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-40.5K- 4.31% |
$553K - $666K
|
899K
$11.3M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-42.4KClosed |
$579K - $697K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-49.2KClosed |
$672K - $809K
|
0
$0
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-54.8KClosed |
$748K - $901K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-64.1KClosed |
$876K - $1.05M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-67.8K- 26.12% |
$926K - $1.12M
|
192K
$2.42M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-70.6K- 76.41% |
$964K - $1.16M
|
21.8K
$275K
|
|
May 16, 2022
Q1 2022
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-75K- 42.86% |
$1.02M - $1.23M
|
100K
$1.26M
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-88.5KClosed |
$1.21M - $1.46M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-127K- 12.41% |
$1.74M - $2.09M
|
897K
$11.3M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-156K- 5.75% |
$2.14M - $2.57M
|
2.56M
$32.3M
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-245K- 25.28% |
$3.35M - $4.04M
|
725K
$9.14M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-258K- 13.95% |
$3.52M - $4.24M
|
1.59M
$20.1M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-301K- 10.51% |
$4.11M - $4.95M
|
2.56M
$32.3M
|