Purchases and Sales Made in Q2 2023 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q2 2023. 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 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
257K+ 80.27% |
$2.84M - $3.1M
|
576K
$7.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
252K+ 146.75% |
$2.79M - $3.05M
|
424K
$5.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
149KNew |
$1.65M - $1.8M
|
149K
$1.93M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
116KNew |
$1.28M - $1.4M
|
116K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
68.9K+ 2.05% |
$762K - $833K
|
3.42M
$44.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
64.2K+ 98.66% |
$710K - $776K
|
129K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
63.1K+ 6.65% |
$698K - $763K
|
1.01M
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.2K+ 5.86% |
$610K - $667K
|
997K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.1K+ 76.73% |
$587K - $642K
|
122K
$1.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.4K+ 8.0% |
$546K - $597K
|
667K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.3K+ 8.7% |
$512K - $560K
|
578K
$7.49M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.6K+ 10.56% |
$482K - $527K
|
457K
$5.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42.8K+ 13.57% |
$473K - $517K
|
358K
$4.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
39KNew |
$432K - $472K
|
39K
$505K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 15.27% |
$355K - $388K
|
242K
$3.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.4KNew |
$347K - $379K
|
31.4K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.4K+ 131.32% |
$336K - $367K
|
53.5K
$693K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25.3K+ 13.22% |
$280K - $306K
|
217K
$2.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.2K+ 106.23% |
$268K - $293K
|
47K
$609K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.3K+ 12.47% |
$214K - $234K
|
174K
$2.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.7K+ 28.45% |
$196K - $214K
|
79.9K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.4KNew |
$192K - $210K
|
17.4K
$225K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.5K+ 71.3% |
$172K - $188K
|
37.3K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.9K+ 7.5% |
$142K - $155K
|
184K
$2.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.1KNew |
$134K - $146K
|
12.1K
$157K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.3KNew |
$124K - $136K
|
11.3K
$146K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$112K - $123K
|
10.1K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1K+ 42.43% |
$111K - $122K
|
33.8K
$437K
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10KNew |
$111K - $121K
|
10K
$130K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.6K+ 40.19% |
$95.1K - $104K
|
30K
$389K
|
|
|
Aug 10, 2023
Q2 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
6.61K+ 1.15% |
$73.1K - $79.9K
|
579K
$7.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.26KNew |
$58.2K - $63.6K
|
5.26K
$68.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5K+ 36.63% |
$55.3K - $60.5K
|
18.7K
$242K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.51K+ 5.82% |
$49.8K - $54.5K
|
82K
$1.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.14K+ 5.53% |
$45.8K - $50.1K
|
79K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.01K+ 0.13% |
$44.4K - $48.5K
|
3.17M
$41.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4KNew |
$44.2K - $48.4K
|
4K
$51.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.65K+ 3.64% |
$40.4K - $44.2K
|
104K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.6KNew |
$39.8K - $43.5K
|
3.6K
$46.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.6KNew |
$39.8K - $43.5K
|
3.6K
$46.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 9.02% |
$35.1K - $38.3K
|
38.3K
$496K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.43K+ 20.81% |
$26.9K - $29.4K
|
14.1K
$183K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.9K+ 2.53% |
$21K - $23K
|
77.1K
$998K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.83K+ 1.72% |
$20.2K - $22.1K
|
108K
$1.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.71K+ 4.48% |
$18.9K - $20.7K
|
39.9K
$517K
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
BUY
|
- |
1.5K+ 7.5% |
$16.6K - $18.1K
|
21.5K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.36K+ 11.41% |
$15.1K - $16.5K
|
13.3K
$172K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.27K+ 0.42% |
$14.1K - $15.4K
|
301K
$3.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$11.1K - $12.1K
|
1K
$13K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1K+ 148.37% |
$11.1K - $12.1K
|
1.67K
$21.7K
|