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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-332- 61.14% |
$4.01K - $4.3K
|
211
$2.73K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-368- 1.74% |
$4.45K - $4.77K
|
20.8K
$270K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-372- 1.79% |
$4.5K - $4.82K
|
20.4K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-390- 0.19% |
$4.72K - $5.05K
|
202K
$2.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-476- 0.43% |
$5.75K - $6.17K
|
110K
$1.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 7.18% |
$12.1K - $13K
|
12.9K
$167K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.24K- 1.43% |
$15K - $16.1K
|
85.9K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.25K- 9.71% |
$15.1K - $16.2K
|
11.6K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.49K- 3.86% |
$18K - $19.2K
|
37K
$479K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.58K- 5.91% |
$19.1K - $20.5K
|
25.2K
$326K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.7K- 1.73% |
$20.5K - $22K
|
96.4K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.72K- 1.71% |
$20.8K - $22.3K
|
98.9K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.76K- 10.34% |
$21.3K - $22.8K
|
15.3K
$198K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.85K- 2.61% |
$22.4K - $24K
|
69.1K
$895K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.1K- 0.95% |
$25.4K - $27.3K
|
220K
$2.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.84K- 4.74% |
$34.4K - $36.8K
|
57.2K
$741K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.19K- 4.29% |
$38.6K - $41.4K
|
71.2K
$922K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.92K- 1.7% |
$47.4K - $50.9K
|
227K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-4.5K- 18.85% |
$54.4K - $58.3K
|
19.4K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.59K- 5.03% |
$67.6K - $72.5K
|
105K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.84K- 5.44% |
$82.7K - $88.6K
|
119K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.05K- 0.96% |
$85.3K - $91.4K
|
724K
$9.38M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-9.15K- 26.22% |
$111K - $119K
|
25.8K
$333K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.4K- 35.87% |
$126K - $135K
|
18.7K
$242K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.7K- 25.06% |
$130K - $139K
|
32.1K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.5K- 13.7% |
$152K - $162K
|
78.9K
$1.02M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.3K- 33.29% |
$161K - $172K
|
26.6K
$345K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.9K- 15.79% |
$169K - $181K
|
74.4K
$963K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 3.23% |
$184K - $197K
|
455K
$5.89M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.6K- 7.47% |
$274K - $293K
|
281K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.5K- 46.03% |
$297K - $318K
|
28.8K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-26.1K- 43.89% |
$316K - $339K
|
33.4K
$433K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-87.3K- 81.26% |
$1.06M - $1.13M
|
20.1K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-113K- 84.51% |
$1.37M - $1.46M
|
20.7K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-267K- 26.05% |
$3.22M - $3.45M
|
757K
$9.8M
|