Purchases and Sales Made in Q3 2024 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
617KNew |
$7.66M - $8.06M
|
617K
$7.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
356K+ 43.53% |
$4.43M - $4.65M
|
1.18M
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
178K+ 757.71% |
$2.21M - $2.33M
|
202K
$2.61M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
165KNew |
$2.05M - $2.15M
|
165K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 5.89% |
$2.01M - $2.12M
|
2.91M
$37.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
107K+ 61.01% |
$1.33M - $1.4M
|
282K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91.9K+ 125.0% |
$1.14M - $1.2M
|
165K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
70.6K+ 18.78% |
$877K - $922K
|
447K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
52KNew |
$646K - $679K
|
52K
$673K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49K+ 4.73% |
$609K - $640K
|
1.09M
$14.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
48.3K+ 68.63% |
$600K - $631K
|
119K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 5.27% |
$416K - $438K
|
670K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
33.4KNew |
$415K - $436K
|
33.4K
$433K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.2K+ 6.01% |
$412K - $434K
|
586K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.4KNew |
$377K - $397K
|
30.4K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.6K+ 5.08% |
$368K - $387K
|
613K
$7.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
28KNew |
$348K - $366K
|
28K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
24.3K+ 22.3% |
$302K - $317K
|
133K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
23K+ 623.92% |
$286K - $301K
|
26.7K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
19.2KNew |
$238K - $250K
|
19.2K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 4.78% |
$200K - $211K
|
354K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5K+ 8.46% |
$192K - $202K
|
199K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.9K+ 2.33% |
$173K - $182K
|
612K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
13.8K+ 24.3% |
$171K - $180K
|
70.4K
$912K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
13.7KNew |
$170K - $178K
|
13.7K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$164K - $172K
|
13.2K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.7K+ 1.5% |
$146K - $153K
|
793K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
11.3KNew |
$140K - $148K
|
11.3K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
10.7K+ 8.03% |
$133K - $140K
|
144K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.3KNew |
$127K - $134K
|
10.3K
$133K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.02K+ 12.24% |
$112K - $118K
|
82.7K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.96K+ 29.83% |
$111K - $117K
|
39K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
8.6K+ 9.02% |
$107K - $112K
|
104K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.33K+ 69.73% |
$103K - $109K
|
20.3K
$263K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
8.18K+ 1214.86% |
$102K - $107K
|
8.85K
$115K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
8KNew |
$99.4K - $104K
|
8K
$104K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
7.15K+ 11.93% |
$88.8K - $93.4K
|
67.1K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.73K+ 1.41% |
$71.1K - $74.8K
|
411K
$5.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
5.44K+ 15.95% |
$67.6K - $71.1K
|
39.5K
$512K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.09K+ 28.85% |
$63.3K - $66.5K
|
22.7K
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5.05K+ 588.58% |
$62.7K - $66K
|
5.91K
$76.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.86K+ 6.78% |
$60.4K - $63.5K
|
76.6K
$992K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.52K+ 4.28% |
$56.1K - $59K
|
110K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.13K+ 8.49% |
$51.3K - $53.9K
|
52.7K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.9K+ 37.86% |
$48.4K - $50.9K
|
14.2K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.77K+ 2.54% |
$46.8K - $49.2K
|
152K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.75KNew |
$46.6K - $49K
|
3.75K
$48.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.69KNew |
$45.8K - $48.2K
|
3.69K
$47.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.35K+ 4.43% |
$41.6K - $43.8K
|
78.9K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.06K+ 29.24% |
$38.1K - $40K
|
13.5K
$175K
|