Purchases and Sales Made in Q3 2023 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.67K- 54.06% |
$76.7K - $82.6K
|
5.67K
$73.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.77K- 3.65% |
$77.8K - $83.8K
|
179K
$2.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.85K- 12.8% |
$90.2K - $97.2K
|
53.5K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.01K- 5.39% |
$92K - $99.1K
|
141K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.02K- 15.0% |
$92.2K - $99.3K
|
45.5K
$589K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-17.1K- 48.57% |
$197K - $212K
|
18.1K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.4K- 16.78% |
$200K - $215K
|
86.2K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.5K- 15.9% |
$201K - $216K
|
92.5K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-18K- 31.0% |
$207K - $223K
|
40.1K
$519K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24K- 26.84% |
$276K - $297K
|
65.5K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.9K- 73.75% |
$286K - $308K
|
8.86K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25.4K- 13.79% |
$292K - $314K
|
159K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32.9K- 30.48% |
$378K - $408K
|
75.1K
$972K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.6K- 3.97% |
$455K - $491K
|
958K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40.5K- 7.0% |
$465K - $501K
|
538K
$6.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-42.6K- 4.99% |
$490K - $528K
|
811K
$10.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.2K- 37.83% |
$531K - $573K
|
76K
$984K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-64.8K- 31.44% |
$745K - $802K
|
141K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-64.8K- 18.1% |
$745K - $803K
|
293K
$3.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-102K- 3.22% |
$1.18M - $1.27M
|
3.07M
$39.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-134K- 60.05% |
$1.54M - $1.65M
|
88.9K
$1.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-720K- 71.03% |
$8.27M - $8.91M
|
293K
$3.8M
|