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
|
D.A. Davidson & Co.
|
BUY
|
- |
2.32K+ 1.92% |
$40.4K - $42.5K
|
123K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.24KNew |
$38.8K - $40.9K
|
2.24K
$28.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.04K+ 6.6% |
$35.3K - $37.2K
|
32.9K
$414K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.02K+ 1.82% |
$35.2K - $37K
|
113K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.97KNew |
$34.2K - $36.1K
|
1.97K
$24.8K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.96K+ 7.06% |
$34.1K - $35.9K
|
29.7K
$375K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.65K+ 13.44% |
$28.6K - $30.1K
|
13.9K
$175K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.57KNew |
$27.2K - $28.6K
|
1.57K
$19.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.56K+ 5.38% |
$27K - $28.5K
|
30.5K
$384K
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
1.48K+ 0.72% |
$25.6K - $27K
|
206K
$2.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.36K+ 6.14% |
$23.6K - $24.8K
|
23.5K
$296K
|
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.3K+ 33.98% |
$22.6K - $23.8K
|
5.13K
$64.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
1.27K+ 10.3% |
$22K - $23.2K
|
13.6K
$171K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.22K+ 8.12% |
$21.1K - $22.3K
|
16.2K
$204K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.14KNew |
$19.7K - $20.8K
|
1.14K
$14.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1K+ 6.49% |
$17.4K - $18.3K
|
16.4K
$207K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
936+ 30.55% |
$16.3K - $17.1K
|
4K
$50.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
800+ 3.89% |
$13.9K - $14.6K
|
21.3K
$269K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
738+ 1.54% |
$12.8K - $13.5K
|
48.6K
$613K
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
600+ 4.32% |
$10.4K - $11K
|
14.5K
$183K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
517+ 1.2% |
$8.98K - $9.46K
|
43.8K
$552K
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
416+ 1.84% |
$7.23K - $7.61K
|
23.1K
$291K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
290+ 2.15% |
$5.04K - $5.31K
|
13.8K
$174K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
275New |
$4.78K - $5.03K
|
275
$3.47K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
255+ 62.2% |
$4.43K - $4.67K
|
665
$8.39K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
231+ 3.04% |
$4.01K - $4.23K
|
7.84K
$98.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
170+ 1.62% |
$2.95K - $3.11K
|
10.6K
$134K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
166+ 0.86% |
$2.88K - $3.04K
|
19.5K
$246K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
165New |
$2.87K - $3.02K
|
165
$2.08K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
164+ 0.79% |
$2.85K - $3K
|
20.9K
$264K
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
85+ 0.36% |
$1.48K - $1.56K
|
23.4K
$295K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77+ 1.85% |
$1.34K - $1.41K
|
4.23K
$53.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
44+ 0.18% |
$764 - $805
|
24.9K
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
34+ 1.83% |
$591 - $622
|
1.89K
$23.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21+ 0.12% |
$365 - $384
|
18K
$227K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20+ 0.22% |
$347 - $366
|
9.19K
$116K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18+ 0.08% |
$313 - $329
|
21.4K
$270K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 1.8% |
$174 - $183
|
566
$7.14K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
10+ 0.02% |
$174 - $183
|
41.2K
$519K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 1.78% |
$156 - $165
|
514
$6.48K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40Closed |
$695 - $732
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-43- 0.11% |
$747 - $787
|
40.3K
$509K
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-100- 0.49% |
$1.74K - $1.83K
|
20.2K
$255K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-137- 0.77% |
$2.38K - $2.51K
|
17.6K
$222K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-170- 0.75% |
$2.95K - $3.11K
|
22.6K
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-225- 0.52% |
$3.91K - $4.12K
|
43.3K
$546K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250Closed |
$4.34K - $4.58K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-500Closed |
$8.69K - $9.15K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-614- 0.82% |
$10.7K - $11.2K
|
74.4K
$938K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-757- 1.14% |
$13.1K - $13.9K
|
65.9K
$831K
|