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
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.83K+ 5551.52% |
$20.1K - $23.4K
|
1.87K
$24.2K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.83K+ 8.74% |
$20.1K - $23.4K
|
22.8K
$295K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.81K+ 0.86% |
$19.8K - $23.1K
|
212K
$2.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.69K+ 3.93% |
$18.6K - $21.6K
|
44.8K
$580K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.59K+ 0.84% |
$17.4K - $20.3K
|
192K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.51K+ 37.9% |
$16.5K - $19.2K
|
5.48K
$71K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.39KNew |
$15.3K - $17.8K
|
1.39K
$18.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.23K+ 3.62% |
$13.5K - $15.7K
|
35.1K
$455K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1K+ 5.14% |
$11K - $12.8K
|
20.5K
$265K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
759New |
$8.32K - $9.68K
|
759
$9.83K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
650+ 3.08% |
$7.12K - $8.29K
|
21.8K
$282K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
596+ 0.78% |
$6.53K - $7.6K
|
77.5K
$1M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
559+ 3.41% |
$6.13K - $7.13K
|
17K
$220K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
342+ 1.28% |
$3.75K - $4.36K
|
27K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
315+ 0.75% |
$3.45K - $4.02K
|
42.5K
$550K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
303New |
$3.32K - $3.86K
|
303
$3.92K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 1.48% |
$3.29K - $3.83K
|
20.6K
$267K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
260+ 2.41% |
$2.85K - $3.32K
|
11K
$143K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
223+ 4.56% |
$2.44K - $2.84K
|
5.11K
$66.1K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
115+ 0.2% |
$1.26K - $1.47K
|
57.8K
$748K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 15.38% |
$1.1K - $1.28K
|
750
$9.71K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
81+ 1.93% |
$888 - $1.03K
|
4.28K
$55.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
75+ 2.75% |
$822 - $956
|
2.8K
$36.3K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
61+ 0.22% |
$669 - $778
|
28.3K
$366K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
50New |
$548 - $638
|
50
$648
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
36+ 2.82% |
$395 - $459
|
1.31K
$17K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 0.02% |
$219 - $255
|
104K
$1.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 2.74% |
$197 - $230
|
675
$8.74K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
15+ 1.57% |
$164 - $191
|
973
$12.6K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
14+ 0.11% |
$153 - $179
|
12.5K
$162K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13+ 0.02% |
$142 - $166
|
75.5K
$978K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
6+ 0.01% |
$65.8 - $76.5
|
41.3K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-59- 0.25% |
$647 - $752
|
23.1K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-88- 0.31% |
$964 - $1.12K
|
28.1K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-147- 0.64% |
$1.61K - $1.87K
|
23K
$297K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-192- 0.09% |
$2.1K - $2.45K
|
217K
$2.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
SELL
|
- |
-224- 1.04% |
$2.46K - $2.86K
|
21.3K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-500- 0.47% |
$5.48K - $6.38K
|
106K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-500- 1.82% |
$5.48K - $6.38K
|
26.9K
$348K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 14.49% |
$5.48K - $6.38K
|
2.95K
$38.2K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-523- 1.43% |
$5.73K - $6.67K
|
36K
$466K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-698- 4.08% |
$7.65K - $8.9K
|
16.4K
$213K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-800- 2.21% |
$8.77K - $10.2K
|
35.3K
$458K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 6.83% |
$11K - $12.8K
|
13.7K
$177K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.12K- 52.83% |
$12.3K - $14.3K
|
1K
$13K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 3.16% |
$12.8K - $14.9K
|
35.8K
$464K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.24K- 1.1% |
$13.6K - $15.8K
|
111K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.32K- 10.89% |
$14.5K - $16.8K
|
10.8K
$140K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.49K- 1.74% |
$16.3K - $18.9K
|
84K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 18.59% |
$19.6K - $22.7K
|
7.81K
$101K
|