Purchases and Sales Made in Q2 2022 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
3.5KNew |
$41.7K - $51.6K
|
3.5K
$44.1K
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.4KNew |
$40.5K - $50.2K
|
3.4K
$42.9K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.19K+ 22.99% |
$37.9K - $47K
|
17.1K
$215K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.94K+ 4.06% |
$34.9K - $43.3K
|
75.3K
$950K
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.92K+ 1.17% |
$34.7K - $43K
|
251K
$3.17M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.73K+ 24.28% |
$32.5K - $40.3K
|
14K
$176K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.7KNew |
$32.1K - $39.8K
|
2.7K
$34K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.66K+ 2.01% |
$31.7K - $39.2K
|
135K
$1.7M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.57KNew |
$30.6K - $38K
|
2.57K
$32.5K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.28KNew |
$27.1K - $33.6K
|
2.28K
$28.7K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.21K+ 1.57% |
$26.3K - $32.5K
|
143K
$1.8M
|
|
Sep 25, 2024
Q2 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
2.17K+ 2.7% |
$25.9K - $32.1K
|
82.5K
$1.04M
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.04K+ 12.23% |
$24.2K - $30K
|
18.7K
$236K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.01K+ 6.3% |
$23.9K - $29.7K
|
33.9K
$428K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.95KNew |
$23.2K - $28.7K
|
1.95K
$24.6K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.53K+ 0.71% |
$18.2K - $22.6K
|
219K
$2.76M
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.5K+ 6.44% |
$17.9K - $22.2K
|
24.8K
$313K
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.07K+ 2.46% |
$12.7K - $15.7K
|
44.4K
$560K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.02K+ 5.69% |
$12.2K - $15.1K
|
19K
$240K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
925+ 4.32% |
$11K - $13.6K
|
22.4K
$282K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
833+ 2.95% |
$9.91K - $12.3K
|
29.1K
$367K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
800+ 4.32% |
$9.52K - $11.8K
|
19.3K
$244K
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
BUY
|
- |
720+ 1.6% |
$8.57K - $10.6K
|
45.7K
$576K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
550New |
$6.55K - $8.11K
|
550
$6.94K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
520+ 0.84% |
$6.19K - $7.67K
|
62.2K
$784K
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
514+ 2.09% |
$6.12K - $7.58K
|
25.1K
$316K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
400+ 20.51% |
$4.76K - $5.9K
|
2.35K
$29.6K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
393New |
$4.68K - $5.8K
|
393
$4.96K
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
351+ 1.91% |
$4.18K - $5.18K
|
18.7K
$236K
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
299+ 1.94% |
$3.56K - $4.41K
|
15.7K
$198K
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
217+ 0.54% |
$2.58K - $3.2K
|
40.8K
$514K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
113+ 2.07% |
$1.34K - $1.67K
|
5.56K
$70.1K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
109+ 2.41% |
$1.3K - $1.61K
|
4.62K
$58.3K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
72+ 2.56% |
$857 - $1.06K
|
2.89K
$36.4K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
50+ 0.3% |
$595 - $738
|
16.9K
$213K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.41% |
$357 - $443
|
7.4K
$93.3K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 2.37% |
$333 - $413
|
1.21K
$15.3K
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
21+ 0.05% |
$250 - $310
|
41.3K
$520K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 2.64% |
$190 - $236
|
621
$7.83K
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
14+ 0.1% |
$167 - $207
|
14.5K
$183K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 2.74% |
$107 - $133
|
338
$4.26K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$11.9 - $14.8
|
31K
$390K
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-23- 0.04% |
$274 - $339
|
58.3K
$735K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-60Closed |
$714 - $885
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-262- 0.41% |
$3.12K - $3.86K
|
64K
$807K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-292Closed |
$3.47K - $4.31K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-332- 0.74% |
$3.95K - $4.9K
|
44.7K
$564K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-373- 3.33% |
$4.44K - $5.5K
|
10.8K
$137K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-396- 3.06% |
$4.71K - $5.84K
|
12.6K
$158K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-400- 40.0% |
$4.76K - $5.9K
|
600
$7.57K
|