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 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05K+ 1.79% |
$12.5K - $13.5K
|
59.8K
$774K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
900+ 8.0% |
$10.7K - $11.5K
|
12.2K
$157K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
707+ 2.12% |
$8.41K - $9.07K
|
34.1K
$442K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
686+ 0.42% |
$8.16K - $8.8K
|
165K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
682+ 2.3% |
$8.11K - $8.75K
|
30.3K
$393K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
598+ 0.11% |
$7.11K - $7.67K
|
553K
$7.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
514+ 458.93% |
$6.11K - $6.59K
|
626
$8.11K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
397+ 2.01% |
$4.72K - $5.09K
|
20.2K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
332+ 1.03% |
$3.95K - $4.26K
|
32.4K
$420K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
305+ 29.05% |
$3.63K - $3.91K
|
1.36K
$17.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
282+ 0.76% |
$3.35K - $3.62K
|
37.2K
$482K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
262+ 0.55% |
$3.12K - $3.36K
|
47.5K
$615K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200+ 1.2% |
$2.38K - $2.57K
|
16.9K
$218K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
154+ 2.7% |
$1.83K - $1.98K
|
5.86K
$75.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
148+ 1.06% |
$1.76K - $1.9K
|
14.2K
$183K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 0.93% |
$1.43K - $1.54K
|
13K
$169K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
85+ 0.09% |
$1.01K - $1.09K
|
99K
$1.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
76+ 2.28% |
$904 - $975
|
3.41K
$44.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
51+ 2.69% |
$606 - $654
|
1.95K
$25.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39+ 2.64% |
$464 - $500
|
1.52K
$19.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 0.87% |
$357 - $385
|
3.46K
$44.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
15+ 0.14% |
$178 - $192
|
10.6K
$137K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
11+ 1.66% |
$131 - $141
|
673
$8.72K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.02% |
$23.8 - $25.7
|
10K
$130K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-25- 0.16% |
$297 - $321
|
15.2K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-107- 1.09% |
$1.27K - $1.37K
|
9.69K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-200- 1.72% |
$2.38K - $2.57K
|
11.4K
$148K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-200- 1.68% |
$2.38K - $2.57K
|
11.7K
$152K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-232- 1.2% |
$2.76K - $2.98K
|
19.1K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-255- 0.11% |
$3.03K - $3.27K
|
226K
$2.93M
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-261- 0.27% |
$3.1K - $3.35K
|
96.1K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-341- 1.06% |
$4.05K - $4.38K
|
31.9K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-375- 0.34% |
$4.46K - $4.81K
|
109K
$1.41M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-400- 0.66% |
$4.76K - $5.13K
|
60K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-861- 2.21% |
$10.2K - $11K
|
38.1K
$493K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-870- 1.17% |
$10.3K - $11.2K
|
73.5K
$952K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-887- 1.38% |
$10.5K - $11.4K
|
63.3K
$820K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 21.74% |
$11.9K - $12.8K
|
3.6K
$46.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.3K- 1.09% |
$15.5K - $16.7K
|
118K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 2.33% |
$15.8K - $17.1K
|
55.9K
$723K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.39K- 2.39% |
$16.5K - $17.8K
|
56.6K
$733K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.48K- 28.34% |
$17.5K - $18.9K
|
3.73K
$48.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 11.6% |
$17.8K - $19.2K
|
11.4K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.65K- 13.08% |
$19.6K - $21.2K
|
11K
$142K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.19K- 99.1% |
$26.1K - $28.1K
|
20
$259
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 10.84% |
$26.8K - $28.9K
|
18.5K
$240K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.63K- 11.36% |
$31.3K - $33.8K
|
20.5K
$266K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.77K- 3.97% |
$32.9K - $35.6K
|
67.1K
$869K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3K- 25.31% |
$35.7K - $38.5K
|
8.85K
$115K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.78K- 3.97% |
$44.9K - $48.5K
|
91.5K
$1.19M
|