Purchases and Sales Made in Q3 2022 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q3 2022. 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 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.64K- 76.5% |
$39.3K - $48.2K
|
1.12K
$14.5K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.1K- 3.15% |
$44.3K - $54.3K
|
126K
$1.63M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.67K- 33.42% |
$50.4K - $61.8K
|
9.3K
$120K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.05K- 7.62% |
$54.6K - $66.9K
|
61.2K
$793K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.5K- 5.52% |
$59.4K - $72.8K
|
94.1K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.72K- 18.2% |
$61.8K - $75.8K
|
25.7K
$333K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.05K- 8.08% |
$65.3K - $80.1K
|
68.8K
$891K
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-6.64K- 35.47% |
$71.7K - $87.9K
|
12.1K
$156K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.96K- 1.3% |
$75.1K - $92.1K
|
530K
$6.86M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.99K- 4.33% |
$75.5K - $92.5K
|
154K
$2M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.33K- 25.2% |
$79.2K - $97K
|
21.8K
$282K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.06K- 97.17% |
$87.1K - $107K
|
235
$3.04K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.1K- 49.92% |
$109K - $133K
|
10.1K
$131K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-10.2K- 7.07% |
$110K - $134K
|
134K
$1.73M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-11.3K- 42.32% |
$122K - $150K
|
15.4K
$199K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-12.7K- 8.34% |
$137K - $168K
|
140K
$1.81M
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-13.2K- 5.48% |
$143K - $175K
|
228K
$2.95M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.9K- 14.21% |
$172K - $211K
|
96.2K
$1.25M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-16.3K- 36.44% |
$176K - $216K
|
28.4K
$368K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-17K- 8.5% |
$183K - $225K
|
183K
$2.37M
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17.6K- 1.98% |
$190K - $232K
|
868K
$11.2M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.4K- 20.47% |
$210K - $257K
|
75.5K
$977K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.9K- 2.83% |
$247K - $303K
|
783K
$10.1M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-28.3K- 21.02% |
$306K - $375K
|
106K
$1.38M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-28.3K- 21.02% |
$306K - $375K
|
106K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-32.2K- 22.88% |
$348K - $427K
|
109K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45K- 28.23% |
$486K - $596K
|
114K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-45.5K- 20.78% |
$491K - $602K
|
173K
$2.25M
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-49.7K- 39.89% |
$537K - $658K
|
74.9K
$970K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-65.9K- 48.52% |
$712K - $873K
|
70K
$906K
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-114K- 48.25% |
$1.23M - $1.51M
|
122K
$1.59M
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-131K- 18.67% |
$1.42M - $1.74M
|
572K
$7.41M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-167K- 10.62% |
$1.8M - $2.21M
|
1.4M
$18.2M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-194K- 6.79% |
$2.1M - $2.57M
|
2.67M
$34.6M
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-200K- 23.92% |
$2.16M - $2.64M
|
635K
$8.22M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-206K- 15.07% |
$2.23M - $2.73M
|
1.16M
$15.1M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-214K- 33.94% |
$2.31M - $2.83M
|
417K
$5.4M
|