Purchases and Sales Made in Q1 2025 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q1 2025. 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 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.06MNew |
$13.3M - $13.6M
|
1.06M
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
227KNew |
$2.84M - $2.92M
|
227K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 3.84% |
$1.39M - $1.43M
|
3M
$36M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
55.5K+ 100821.82% |
$695K - $714K
|
55.5K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.9K+ 4.0% |
$613K - $630K
|
1.27M
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.5K+ 6.93% |
$595K - $612K
|
733K
$8.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45.8K+ 155.22% |
$574K - $590K
|
75.3K
$906K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
43.5K+ 96.91% |
$545K - $561K
|
88.5K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
39.3K+ 56.37% |
$493K - $506K
|
109K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.8KNew |
$436K - $448K
|
34.8K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.5K+ 29.56% |
$407K - $419K
|
143K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
32.1K+ 3.65% |
$402K - $413K
|
912K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.3KNew |
$354K - $364K
|
28.3K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.7K+ 11.14% |
$335K - $344K
|
266K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
22K+ 15.24% |
$276K - $283K
|
166K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.1K+ 128.31% |
$265K - $272K
|
37.6K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
20.3K+ 54.1% |
$255K - $262K
|
57.9K
$697K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
20.1KNew |
$252K - $259K
|
20.1K
$242K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
19.3K+ 19.67% |
$242K - $249K
|
117K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.2K+ 61.03% |
$241K - $247K
|
50.7K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
18.9K+ 1057.31% |
$237K - $244K
|
20.7K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
18.8K+ 6.88% |
$236K - $242K
|
292K
$3.52M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
18.5K+ 27.59% |
$232K - $238K
|
85.6K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
17.5KNew |
$219K - $225K
|
17.5K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.9K+ 14.87% |
$200K - $205K
|
123K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9K+ 3.1% |
$199K - $205K
|
529K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.1KNew |
$177K - $182K
|
14.1K
$170K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$165K - $170K
|
13.2K
$159K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
12.2K+ 13.52% |
$152K - $157K
|
102K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12K+ 34.95% |
$150K - $155K
|
46.4K
$558K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.7KNew |
$147K - $151K
|
11.7K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.4KNew |
$143K - $147K
|
11.4K
$137K
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11.1K+ 48.07% |
$139K - $143K
|
34.1K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.52K+ 8.92% |
$81.7K - $84K
|
79.6K
$958K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
6.45K+ 7.17% |
$80.8K - $83.1K
|
96.4K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6.42KNew |
$80.5K - $82.7K
|
6.42K
$77.3K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.24K+ 3.67% |
$78.2K - $80.3K
|
176K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.34K+ 3.17% |
$66.9K - $68.7K
|
174K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.17K+ 36.22% |
$52.2K - $53.7K
|
15.7K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.75K+ 3.19% |
$47K - $48.3K
|
121K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.35KNew |
$42K - $43.1K
|
3.35K
$40.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.33K+ 0.78% |
$41.7K - $42.9K
|
431K
$5.19M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.14KNew |
$39.3K - $40.4K
|
3.14K
$37.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.02K+ 6.36% |
$37.8K - $38.9K
|
50.5K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3K+ 15.54% |
$37.6K - $38.6K
|
22.3K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 4.98% |
$34.7K - $35.7K
|
58.4K
$702K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.38K+ 1.61% |
$29.8K - $30.6K
|
150K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.34K+ 5.67% |
$29.3K - $30.2K
|
43.7K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 4.84% |
$25K - $25.7K
|
43.2K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.79KNew |
$22.5K - $23.1K
|
1.79K
$21.6K
|