Purchases and Sales Made in Q2 2024 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q2 2024. 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, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
221K+ 37.07% |
$2.63M - $2.84M
|
819K
$10.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
111K+ 479.74% |
$1.31M - $1.42M
|
134K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76.1K+ 13.59% |
$905K - $976K
|
636K
$8.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.9K+ 6.9% |
$796K - $859K
|
1.04M
$13.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
48.6KNew |
$578K - $624K
|
48.6K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
44.5KNew |
$529K - $571K
|
44.5K
$576K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.3K+ 13.08% |
$384K - $415K
|
279K
$3.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
27.1K+ 60.73% |
$322K - $348K
|
71.7K
$929K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.5K+ 3.24% |
$292K - $315K
|
781K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.8K+ 7.23% |
$271K - $292K
|
337K
$4.37M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20.3KNew |
$241K - $260K
|
20.3K
$263K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.9K+ 74.79% |
$237K - $255K
|
46.5K
$603K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.6KNew |
$234K - $252K
|
19.6K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18.7K+ 2.27% |
$222K - $240K
|
842K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
18.4K+ 0.49% |
$219K - $236K
|
3.8M
$49.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.7KNew |
$210K - $226K
|
17.7K
$229K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
16.4KNew |
$194K - $210K
|
16.4K
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
14.8K+ 24.26% |
$175K - $189K
|
75.6K
$979K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13.6K+ 53.73% |
$162K - $175K
|
39.1K
$506K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 7.76% |
$157K - $169K
|
183K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12KNew |
$142K - $153K
|
12K
$155K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
11.7K+ 25.94% |
$139K - $150K
|
56.7K
$734K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$135K - $146K
|
11.4K
$147K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
10.3KNew |
$122K - $132K
|
10.3K
$133K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10KNew |
$119K - $128K
|
10K
$130K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.76K+ 6.55% |
$116K - $125K
|
159K
$2.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8.9KNew |
$106K - $114K
|
8.9K
$115K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.9K+ 4.05% |
$106K - $114K
|
229K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
8.87K+ 5.32% |
$105K - $114K
|
175K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
8.74K+ 6.25% |
$104K - $112K
|
148K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.49K+ 17.45% |
$89K - $96K
|
50.4K
$652K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7.11K+ 1.93% |
$84.5K - $91.2K
|
376K
$4.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.81K+ 17.05% |
$69K - $74.5K
|
39.8K
$516K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.43K+ 13.78% |
$64.6K - $69.7K
|
44.9K
$581K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.4KNew |
$64.2K - $69.3K
|
5.4K
$70K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.11K+ 25.54% |
$60.7K - $65.5K
|
25.1K
$325K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4.55K+ 11.13% |
$54.1K - $58.4K
|
45.4K
$588K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.45K+ 9.04% |
$52.9K - $57.1K
|
53.7K
$695K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.25K+ 16.49% |
$50.6K - $54.6K
|
30.1K
$389K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
4.09K+ 4.48% |
$48.6K - $52.4K
|
95.3K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$47.6K - $51.3K
|
4K
$51.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.12K+ 3.05% |
$37.1K - $40.1K
|
105K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.38K+ 2.63% |
$28.3K - $30.5K
|
92.6K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2KNew |
$23.8K - $25.7K
|
2K
$25.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.86KNew |
$22.1K - $23.9K
|
1.86K
$24.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.62KNew |
$19.2K - $20.7K
|
1.62K
$20.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.41K+ 2.8% |
$16.8K - $18.1K
|
51.9K
$672K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.37K+ 7.54% |
$16.2K - $17.5K
|
19.5K
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.2K+ 4.66% |
$14.3K - $15.4K
|
27K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.2K+ 2.6% |
$14.3K - $15.4K
|
47.4K
$614K
|