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
|
Whittier Trust CO
|
SELL
|
- |
-3.82K- 12.94% |
$45.4K - $49K
|
25.7K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghe, LLC
|
SELL
|
- |
-3.95K- 15.74% |
$47K - $50.7K
|
21.2K
$273K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.31K- 24.31% |
$51.2K - $55.3K
|
13.4K
$173K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.87K- 4.61% |
$57.9K - $62.5K
|
101K
$1.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.27K- 6.68% |
$62.7K - $67.7K
|
73.7K
$950K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-5.4K- 25.92% |
$64.2K - $69.3K
|
15.4K
$199K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.73K- 27.68% |
$68.1K - $73.5K
|
15K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-6.89K- 32.48% |
$82K - $88.5K
|
14.3K
$185K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.33K- 41.14% |
$87.1K - $94K
|
10.5K
$135K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.58K- 6.92% |
$90.1K - $97.2K
|
102K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.79K- 27.08% |
$92.7K - $100K
|
21K
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.93K- 39.35% |
$94.2K - $102K
|
12.2K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.7K- 3.8% |
$127K - $137K
|
270K
$3.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.8K- 15.14% |
$128K - $138K
|
60.4K
$779K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-11.4K- 36.38% |
$135K - $146K
|
19.9K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-13.3K- 7.4% |
$158K - $171K
|
167K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.5K- 17.68% |
$172K - $186K
|
67.5K
$870K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-15.5K- 18.0% |
$184K - $198K
|
70.4K
$908K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.1K- 4.64% |
$251K - $271K
|
434K
$5.59M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.5K- 0.96% |
$316K - $340K
|
2.75M
$35.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.5K- 0.96% |
$316K - $340K
|
2.75M
$35.5M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-30.4K- 22.81% |
$361K - $390K
|
103K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31.3K- 47.43% |
$373K - $402K
|
34.7K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.5K- 8.89% |
$470K - $507K
|
405K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.8K- 31.43% |
$652K - $703K
|
120K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.6K- 9.75% |
$768K - $828K
|
598K
$7.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-141K- 19.5% |
$1.68M - $1.81M
|
583K
$7.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-156K- 11.83% |
$1.85M - $2M
|
1.16M
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-179K- 88.38% |
$2.12M - $2.29M
|
23.5K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-191K- 33.94% |
$2.27M - $2.44M
|
371K
$4.78M
|