Purchases and Sales Made in Q3 2021 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.36MNew |
$58.4M - $61.6M
|
3.36M
$42.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
280K+ 24.58% |
$4.87M - $5.13M
|
1.42M
$18M
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
212K+ 50.34% |
$3.69M - $3.89M
|
634K
$8.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 14.44% |
$3.63M - $3.82M
|
1.65M
$20.9M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
93.1KNew |
$1.62M - $1.7M
|
93.1K
$1.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
76.1K+ 34.53% |
$1.32M - $1.39M
|
297K
$3.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59.8K+ 100.61% |
$1.04M - $1.09M
|
119K
$1.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
55.3K+ 149.26% |
$961K - $1.01M
|
92.4K
$1.17M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
54.6K+ 141.46% |
$948K - $998K
|
93.1K
$1.18M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
52.2K+ 5363.82% |
$907K - $955K
|
53.2K
$673K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.1K+ 10.44% |
$853K - $898K
|
519K
$6.57M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
44.7K+ 22.39% |
$777K - $819K
|
245K
$3.09M
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
34.8KNew |
$605K - $637K
|
34.8K
$441K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.7K+ 14.0% |
$551K - $581K
|
258K
$3.27M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.1K+ 19.61% |
$401K - $423K
|
141K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.9KNew |
$380K - $400K
|
21.9K
$276K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 207.64% |
$368K - $387K
|
31.3K
$397K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
18.5KNew |
$322K - $339K
|
18.5K
$235K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
17.5KNew |
$304K - $320K
|
17.5K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.6KNew |
$288K - $304K
|
16.6K
$210K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.4K+ 1.46% |
$250K - $264K
|
1M
$12.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.4KNew |
$250K - $263K
|
14.4K
$182K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.9KNew |
$242K - $255K
|
13.9K
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.1K+ 18.36% |
$227K - $239K
|
84.1K
$1.06M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$214K - $226K
|
12.3K
$156K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$182K - $192K
|
10.5K
$133K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.5KNew |
$182K - $192K
|
10.5K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
10.5K+ 4.48% |
$182K - $192K
|
244K
$3.09M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
10.5K+ 6.38% |
$182K - $191K
|
174K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 7.43% |
$176K - $185K
|
146K
$1.85M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.73K+ 41.39% |
$169K - $178K
|
33.2K
$420K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.25KNew |
$161K - $169K
|
9.25K
$117K
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
8.99K+ 1.04% |
$156K - $165K
|
872K
$11M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
8.82K+ 11.14% |
$153K - $161K
|
88K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.19K+ 18.18% |
$125K - $132K
|
46.8K
$591K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.15K+ 32.13% |
$124K - $131K
|
29.4K
$372K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.09K+ 50.63% |
$106K - $111K
|
18.1K
$229K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5.97K+ 3.54% |
$104K - $109K
|
175K
$2.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
5.63KNew |
$97.8K - $103K
|
5.63K
$71.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.55KNew |
$96.4K - $102K
|
5.55K
$70.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
4.67K+ 15.42% |
$81K - $85.4K
|
34.9K
$442K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.23KNew |
$73.5K - $77.4K
|
4.23K
$53.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
4K+ 100.0% |
$69.5K - $73.2K
|
8K
$101K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.25K+ 12.78% |
$56.5K - $59.5K
|
28.7K
$363K
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3K+ 100.0% |
$52.1K - $54.9K
|
6K
$75.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3K+ 3.61% |
$52.1K - $54.9K
|
86.1K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.77K+ 4.44% |
$48.1K - $50.7K
|
65.2K
$825K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.45K+ 4.82% |
$42.6K - $44.8K
|
53.3K
$674K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.4K+ 1.17% |
$41.7K - $44K
|
207K
$2.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.37K+ 0.83% |
$41.1K - $43.3K
|
287K
$3.63M
|