Purchases and Sales Made in Q1 2023 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q1 2023. 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 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
320KNew |
$3.5M - $4.07M
|
320K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
274K+ 9.48% |
$3.01M - $3.5M
|
3.17M
$41M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
223KNew |
$2.44M - $2.84M
|
223K
$2.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
218K+ 266.79% |
$2.39M - $2.78M
|
300K
$3.88M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
180K+ 41.08% |
$1.97M - $2.29M
|
617K
$7.99M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
124K+ 42.63% |
$1.35M - $1.57M
|
413K
$5.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
110K+ 13.14% |
$1.21M - $1.41M
|
950K
$12.3M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
109KNew |
$1.2M - $1.4M
|
109K
$1.42M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
102K+ 384.61% |
$1.12M - $1.3M
|
129K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.1K+ 440.82% |
$626K - $728K
|
70K
$907K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
42.2K+ 29.52% |
$462K - $538K
|
185K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.3KNew |
$452K - $526K
|
41.3K
$534K
|
|
|
May 10, 2023
Q1 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
35.6K+ 6.64% |
$390K - $454K
|
572K
$7.41M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
34.2K+ 27.28% |
$375K - $436K
|
160K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
34K+ 12.09% |
$373K - $434K
|
315K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
31K+ 258.33% |
$340K - $395K
|
43K
$557K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.2K+ 21.4% |
$331K - $385K
|
171K
$2.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28K+ 75.47% |
$307K - $357K
|
65.1K
$842K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
25.7K+ 0.77% |
$282K - $328K
|
3.36M
$43.5M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
24.2K+ 31.75% |
$265K - $308K
|
100K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.7KNew |
$260K - $302K
|
23.7K
$307K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.2K+ 71.01% |
$232K - $270K
|
51K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
16.6KNew |
$182K - $212K
|
16.6K
$215K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16KNew |
$175K - $204K
|
16K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15K+ 32.12% |
$164K - $191K
|
61.7K
$799K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.1KNew |
$154K - $179K
|
14.1K
$182K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13.8K+ 7.03% |
$151K - $176K
|
210K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.9KNew |
$131K - $152K
|
11.9K
$154K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.7KNew |
$129K - $150K
|
11.7K
$152K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6K+ 35.2% |
$127K - $148K
|
44.5K
$576K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 18.31% |
$117K - $136K
|
69.2K
$896K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.7K+ 16.59% |
$117K - $136K
|
75.2K
$973K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.77K+ 50.79% |
$96.1K - $112K
|
26K
$337K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.55K+ 8.25% |
$93.7K - $109K
|
112K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.54K+ 14.05% |
$93.5K - $109K
|
69.3K
$897K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.49K+ 1.75% |
$93K - $108K
|
493K
$6.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.19K+ 47.61% |
$67.8K - $78.9K
|
19.2K
$248K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.27K+ 16.01% |
$57.8K - $67.2K
|
38.2K
$495K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.14K+ 29.6% |
$56.3K - $65.5K
|
22.5K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.14K+ 29.6% |
$56.3K - $65.5K
|
22.5K
$291K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
4.8K+ 11.67% |
$52.6K - $61.2K
|
46K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.78K+ 2.86% |
$52.4K - $61K
|
172K
$2.23M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4.52K+ 2236.63% |
$49.5K - $57.6K
|
4.72K
$61.1K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4.51K+ 105.77% |
$49.4K - $57.5K
|
8.77K
$114K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
4.45K+ 19.12% |
$48.8K - $56.7K
|
27.7K
$359K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.04K+ 264.88% |
$44.3K - $51.5K
|
5.57K
$72.1K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4KNew |
$43.8K - $51K
|
4K
$51.8K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.74K+ 4.61% |
$30K - $34.9K
|
62.2K
$805K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.7K+ 14.44% |
$29.6K - $34.4K
|
21.4K
$277K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.44K+ 25.51% |
$26.8K - $31.1K
|
12K
$156K
|