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 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.9K- 12.96% |
$20.8K - $24.2K
|
12.8K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.02K- 74.96% |
$22.1K - $25.7K
|
674
$8.73K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.28K- 2.69% |
$24.9K - $29K
|
82.3K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.38K- 14.5% |
$26.1K - $30.4K
|
14.1K
$182K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3K- 7.85% |
$32.9K - $38.3K
|
35.2K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.06K- 0.32% |
$33.5K - $39K
|
942K
$12.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.18K- 3.57% |
$34.8K - $40.5K
|
85.9K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.28K- 1.35% |
$36K - $41.9K
|
240K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.37K- 2.99% |
$36.9K - $43K
|
109K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.68K- 23.96% |
$40.3K - $46.9K
|
11.7K
$151K
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-3.99K- 4.01% |
$43.7K - $50.9K
|
95.6K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.43K- 2.78% |
$48.6K - $56.5K
|
155K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.77K- 2.84% |
$52.3K - $60.8K
|
163K
$2.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.45K- 6.79% |
$59.8K - $69.5K
|
74.9K
$970K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.69K- 68.55% |
$62.4K - $72.6K
|
2.61K
$33.8K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.4K- 1.19% |
$70.1K - $81.5K
|
532K
$6.89M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-7.15K- 5.36% |
$78.3K - $91.1K
|
126K
$1.63M
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-7.43K- 24.38% |
$81.4K - $94.7K
|
23K
$298K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.5K- 37.89% |
$82.2K - $95.7K
|
12.3K
$159K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-8.32K- 12.1% |
$91.2K - $106K
|
60.4K
$782K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.53K- 42.24% |
$93.5K - $109K
|
11.7K
$151K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.55K- 7.62% |
$93.7K - $109K
|
104K
$1.34M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.85K- 25.86% |
$108K - $126K
|
28.2K
$366K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.4K- 16.77% |
$115K - $133K
|
51.8K
$671K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.2K- 12.09% |
$123K - $143K
|
81.4K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 11.77% |
$143K - $166K
|
97.8K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-21.1K- 67.63% |
$231K - $269K
|
10.1K
$131K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-28.6K- 44.39% |
$313K - $365K
|
35.8K
$464K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-29.3K- 17.26% |
$321K - $374K
|
141K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38.6K- 6.27% |
$424K - $493K
|
578K
$7.48M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40.1K- 89.11% |
$439K - $511K
|
4.9K
$63.5K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-69.6K- 6.24% |
$762K - $887K
|
1.05M
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-111K- 59.48% |
$1.21M - $1.41M
|
75.5K
$977K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-185K- 93.91% |
$2.03M - $2.36M
|
12K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-409K- 30.31% |
$4.48M - $5.21M
|
940K
$12.2M
|