Purchases and Sales Made in Q1 2024 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3KNew |
$36.3K - $38.9K
|
3K
$38.9K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.6K+ 130.0% |
$31.4K - $33.7K
|
4.6K
$59.6K
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.57K+ 6.71% |
$31.1K - $33.3K
|
40.9K
$529K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.54K+ 4.52% |
$30.7K - $32.9K
|
58.7K
$761K
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.37K+ 2.55% |
$28.7K - $30.7K
|
95.3K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.21K+ 36800.0% |
$26.7K - $28.6K
|
2.21K
$28.7K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.16K+ 2.45% |
$26.1K - $28K
|
90.2K
$1.17M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.11K+ 3.77% |
$25.5K - $27.3K
|
58K
$751K
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2KNew |
$24.2K - $25.9K
|
2K
$25.9K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2K+ 14.06% |
$24.2K - $25.9K
|
16.2K
$210K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.92K+ 4.7% |
$23.3K - $24.9K
|
42.9K
$555K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.65K+ 0.93% |
$20K - $21.4K
|
180K
$2.33M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.64K+ 3.36% |
$19.9K - $21.3K
|
50.5K
$654K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35K+ 0.78% |
$16.3K - $17.4K
|
174K
$2.26M
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
1.3K+ 0.23% |
$15.7K - $16.8K
|
561K
$7.27M
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.28K+ 2.84% |
$15.4K - $16.5K
|
46.2K
$599K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.14KNew |
$13.7K - $14.7K
|
1.14K
$14.7K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1K+ 9.18% |
$12.1K - $13K
|
11.9K
$154K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
899+ 1.11% |
$10.9K - $11.7K
|
82K
$1.06M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
899+ 1.28% |
$10.9K - $11.7K
|
71.3K
$923K
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
860+ 1.36% |
$10.4K - $11.1K
|
64.2K
$832K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
755+ 733.01% |
$9.13K - $9.78K
|
858
$11.1K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
736+ 4.31% |
$8.9K - $9.54K
|
17.8K
$231K
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
670+ 0.4% |
$8.1K - $8.68K
|
167K
$2.16M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
662New |
$8K - $8.58K
|
662
$8.57K
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
652+ 2.25% |
$7.88K - $8.45K
|
29.6K
$384K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
598+ 1.28% |
$7.23K - $7.75K
|
47.3K
$612K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
550New |
$6.65K - $7.13K
|
550
$7.12K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
471+ 1.62% |
$5.69K - $6.1K
|
29.5K
$383K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
453+ 9.44% |
$5.48K - $5.87K
|
5.25K
$68K
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
369+ 0.44% |
$4.46K - $4.78K
|
84.1K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
289+ 0.65% |
$3.49K - $3.75K
|
44.6K
$578K
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
270+ 1.96% |
$3.26K - $3.5K
|
14K
$182K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
172+ 0.05% |
$2.08K - $2.23K
|
315K
$4.07M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149+ 2.68% |
$1.8K - $1.93K
|
5.71K
$73.9K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
110+ 3.41% |
$1.33K - $1.43K
|
3.33K
$43.2K
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
77+ 0.36% |
$931 - $998
|
21.2K
$275K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
65+ 3.55% |
$786 - $842
|
1.9K
$24.6K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
51+ 3.57% |
$617 - $661
|
1.48K
$19.2K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 1.75% |
$605 - $648
|
2.9K
$37.6K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
50New |
$605 - $648
|
50
$648
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
40+ 0.17% |
$484 - $518
|
23.2K
$300K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
40+ 0.31% |
$484 - $518
|
12.9K
$167K
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
25+ 0.02% |
$302 - $324
|
109K
$1.42M
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
14+ 0.13% |
$169 - $181
|
10.6K
$137K
|
|
May 13, 2024
Q1 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-100- 0.98% |
$1.21K - $1.3K
|
10.1K
$131K
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.17% |
$1.21K - $1.3K
|
60.4K
$782K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-200- 1.41% |
$2.42K - $2.59K
|
14K
$181K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-217- 3.16% |
$2.62K - $2.81K
|
6.64K
$86K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-257- 0.75% |
$3.11K - $3.33K
|
34K
$441K
|