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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
954+ 2.08% |
$10.6K - $11.5K
|
46.9K
$607K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
894+ 6.35% |
$9.89K - $10.8K
|
15K
$194K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
876New |
$9.69K - $10.6K
|
876
$11.3K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
782+ 1.76% |
$8.65K - $9.45K
|
45.2K
$586K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
775+ 27.66% |
$8.57K - $9.37K
|
3.58K
$46.3K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
615+ 0.56% |
$6.8K - $7.44K
|
110K
$1.42M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
545+ 1.97% |
$6.03K - $6.59K
|
28.3K
$366K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
460+ 3.83% |
$5.09K - $5.56K
|
12.5K
$162K
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
437+ 1.62% |
$4.83K - $5.28K
|
27.4K
$355K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
386+ 0.21% |
$4.27K - $4.67K
|
185K
$2.4M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
300+ 1.47% |
$3.32K - $3.63K
|
20.8K
$269K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
250+ 5.1% |
$2.77K - $3.02K
|
5.15K
$66.7K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
250+ 5.1% |
$2.77K - $3.02K
|
5.15K
$66.7K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
245New |
$2.71K - $2.96K
|
245
$3.17K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
238New |
$2.63K - $2.88K
|
238
$3.08K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
216+ 0.1% |
$2.39K - $2.61K
|
212K
$2.75M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
147+ 2.88% |
$1.63K - $1.78K
|
5.26K
$68.1K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 13.33% |
$1.11K - $1.21K
|
850
$11K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
38+ 2.89% |
$420 - $459
|
1.35K
$17.5K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 0.09% |
$343 - $375
|
35.8K
$464K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 2.81% |
$210 - $230
|
694
$8.99K
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
14+ 0.11% |
$155 - $169
|
12.5K
$162K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-200- 66.01% |
$2.21K - $2.42K
|
103
$1.33K
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-200- 0.74% |
$2.21K - $2.42K
|
26.7K
$346K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-204- 2.61% |
$2.26K - $2.47K
|
7.61K
$98.5K
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-221- 0.52% |
$2.44K - $2.67K
|
42.2K
$547K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-239- 0.85% |
$2.64K - $2.89K
|
27.8K
$360K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-289- 1.11% |
$3.2K - $3.49K
|
25.8K
$334K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-327- 1.42% |
$3.62K - $3.95K
|
22.6K
$293K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-348- 0.78% |
$3.85K - $4.21K
|
44.4K
$576K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-382- 0.17% |
$4.22K - $4.62K
|
223K
$2.88M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-434- 1.13% |
$4.8K - $5.25K
|
38K
$492K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-575- 1.81% |
$6.36K - $6.95K
|
31.2K
$404K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-576- 4.93% |
$6.37K - $6.96K
|
11.1K
$144K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-586- 0.71% |
$6.48K - $7.08K
|
81.7K
$1.06M
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-900- 1.06% |
$9.95K - $10.9K
|
84K
$1.09M
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.01K- 1.06% |
$11.2K - $12.2K
|
94.6K
$1.22M
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.01K- 9.18% |
$11.2K - $12.3K
|
10K
$130K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.34K- 8.13% |
$14.8K - $16.1K
|
15.1K
$195K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.36K- 2.62% |
$15K - $16.4K
|
50.5K
$654K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.49K- 79.62% |
$16.4K - $18K
|
380
$4.92K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.71K- 12.19% |
$18.9K - $20.7K
|
12.3K
$160K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.36K- 0.98% |
$26.1K - $28.5K
|
238K
$3.08M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.85K- 13.84% |
$31.5K - $34.5K
|
17.7K
$230K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3K- 3.49% |
$33.2K - $36.3K
|
82.9K
$1.07M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.46K- 12.24% |
$38.3K - $41.8K
|
24.8K
$321K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.59K- 5.94% |
$39.7K - $43.4K
|
56.8K
$736K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.74K- 3.35% |
$41.3K - $45.2K
|
108K
$1.39M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.79K- 10.54% |
$41.9K - $45.8K
|
32.2K
$417K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.37K- 96.46% |
$59.4K - $64.9K
|
197
$2.55K
|