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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.7K+ 1.65% |
$21.2K - $21.8K
|
105K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.64K+ 3.26% |
$20.5K - $21.1K
|
51.9K
$624K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.63K+ 2.2% |
$20.4K - $21K
|
75.4K
$908K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.42K+ 1.95% |
$17.8K - $18.3K
|
74.4K
$895K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.18K+ 29.74% |
$14.7K - $15.1K
|
5.13K
$61.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1KNew |
$12.5K - $12.9K
|
1K
$12K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1K+ 3.91% |
$12.5K - $12.9K
|
26.6K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
858+ 81.71% |
$10.8K - $11.1K
|
1.91K
$23K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
800+ 93.24% |
$10K - $10.3K
|
1.66K
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
721+ 2.27% |
$9.03K - $9.29K
|
32.4K
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
720New |
$9.02K - $9.27K
|
720
$8.66K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
589+ 3.14% |
$7.38K - $7.59K
|
19.4K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
564+ 1.53% |
$7.07K - $7.26K
|
37.5K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
442+ 0.21% |
$5.54K - $5.69K
|
214K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
410+ 1.31% |
$5.14K - $5.28K
|
31.8K
$383K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
400+ 2.13% |
$5.01K - $5.15K
|
19.2K
$231K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
400New |
$5.01K - $5.15K
|
400
$4.81K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
372+ 1.63% |
$4.66K - $4.79K
|
23.2K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
360New |
$4.51K - $4.64K
|
360
$4.33K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
333New |
$4.17K - $4.29K
|
333
$4.01K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
300+ 2.6% |
$3.76K - $3.86K
|
11.8K
$142K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
248New |
$3.11K - $3.19K
|
248
$2.98K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
219+ 0.05% |
$2.74K - $2.82K
|
411K
$4.95M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 1.38% |
$2.51K - $2.58K
|
14.7K
$177K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
189+ 0.39% |
$2.37K - $2.43K
|
48.3K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
177+ 1.45% |
$2.22K - $2.28K
|
12.4K
$149K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
127+ 0.61% |
$1.59K - $1.64K
|
20.9K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 0.9% |
$1.5K - $1.55K
|
13.5K
$162K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
73+ 0.17% |
$915 - $940
|
43.6K
$525K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42+ 2.63% |
$526 - $541
|
1.64K
$19.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 2.58% |
$326 - $335
|
1.04K
$12.5K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 12.32% |
$326 - $335
|
237
$2.85K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24+ 1.73% |
$301 - $309
|
1.41K
$17K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10+ 0.03% |
$125 - $129
|
37.3K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 5.56% |
$12.5 - $12.9
|
17
$205
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12- 0.04% |
$150 - $155
|
28.6K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-158- 8.28% |
$1.98K - $2.04K
|
1.75K
$21.1K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-183- 0.46% |
$2.29K - $2.36K
|
39.2K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-200- 1.11% |
$2.51K - $2.58K
|
17.9K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-300- 2.6% |
$3.76K - $3.86K
|
11.2K
$135K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-390- 0.2% |
$4.89K - $5.02K
|
197K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 4.17% |
$6.27K - $6.44K
|
11.5K
$138K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-555- 1.98% |
$6.95K - $7.15K
|
27.5K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-612- 1.05% |
$7.67K - $7.88K
|
57.7K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-650- 0.32% |
$8.14K - $8.37K
|
204K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-657Closed |
$8.23K - $8.46K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-732- 4.09% |
$9.17K - $9.43K
|
17.2K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 1.48% |
$12.5K - $12.9K
|
66.5K
$800K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 1.74% |
$12.5K - $12.9K
|
56.5K
$680K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.05K- 0.48% |
$13.2K - $13.6K
|
219K
$2.64M
|