Purchases and Sales Made in Q4 2021 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
814KNew |
$12.9M - $14.8M
|
814K
$10.5M
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
336K+ 53.05% |
$5.32M - $6.1M
|
970K
$12.6M
|
|
Feb 14, 2022
Q4 2021
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
175KNew |
$2.77M - $3.18M
|
175K
$2.27M
|
|
Feb 24, 2022
Q4 2021
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
167KNew |
$2.65M - $3.04M
|
167K
$2.17M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
108K+ 7.6% |
$1.71M - $1.96M
|
1.53M
$19.8M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105KNew |
$1.67M - $1.91M
|
105K
$1.36M
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
98.9KNew |
$1.56M - $1.79M
|
98.9K
$1.28M
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
98.6K+ 105.86% |
$1.56M - $1.79M
|
192K
$2.48M
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
88.5KNew |
$1.4M - $1.61M
|
88.5K
$1.15M
|
|
Sep 25, 2024
Q4 2021
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
78.2KNew |
$1.24M - $1.42M
|
78.2K
$1.01M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
70.3K+ 62.15% |
$1.11M - $1.28M
|
183K
$2.38M
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
67.9K+ 7.79% |
$1.08M - $1.23M
|
940K
$12.2M
|
|
Feb 14, 2022
Q4 2021
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
64.1KNew |
$1.01M - $1.16M
|
64.1K
$830K
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
60.2K+ 2.42% |
$953K - $1.09M
|
2.55M
$33M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
57.5K+ 164.52% |
$910K - $1.04M
|
92.4K
$1.2M
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
54.8KNew |
$867K - $994K
|
54.8K
$710K
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
53.2K+ 25.8% |
$843K - $966K
|
260K
$3.36M
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
49.2KNew |
$779K - $893K
|
49.2K
$637K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48K+ 4.79% |
$759K - $870K
|
1.05M
$13.6M
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
47.1KNew |
$746K - $855K
|
47.1K
$610K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
37.5KNew |
$594K - $681K
|
37.5K
$486K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
33.7KNew |
$534K - $612K
|
33.7K
$437K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
32.1KNew |
$508K - $583K
|
32.1K
$416K
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
29.2KNew |
$463K - $531K
|
29.2K
$379K
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
26.7KNew |
$423K - $485K
|
26.7K
$346K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.2K+ 21.97% |
$414K - $475K
|
145K
$1.88M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.1K+ 1324.92% |
$413K - $474K
|
28.1K
$364K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 4.74% |
$390K - $447K
|
544K
$7.05M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.8KNew |
$377K - $432K
|
23.8K
$308K
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
22.9KNew |
$362K - $415K
|
22.9K
$296K
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
22KNew |
$349K - $400K
|
22K
$285K
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
22KNew |
$349K - $400K
|
22K
$285K
|
|
Feb 10, 2022
Q4 2021
|
Ghe, LLC
|
BUY
|
- |
21.3KNew |
$336K - $386K
|
21.3K
$275K
|
|
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
- |
19.7KNew |
$312K - $358K
|
19.7K
$255K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.5KNew |
$309K - $354K
|
19.5K
$253K
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
19.5KNew |
$308K - $354K
|
19.5K
$252K
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
19.2KNew |
$304K - $348K
|
19.2K
$248K
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
18.2K+ 6.13% |
$288K - $330K
|
315K
$4.08M
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
17.6K+ 7.66% |
$278K - $319K
|
247K
$3.2M
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.7KNew |
$217K - $249K
|
13.7K
$178K
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$209K - $240K
|
13.2K
$171K
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$200K - $230K
|
12.7K
$164K
|
|
Jan 28, 2022
Q4 2021
|
Ota Financial Group L.P.
|
BUY
|
- |
12.6KNew |
$200K - $229K
|
12.6K
$163K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
10.2K+ 11.61% |
$162K - $185K
|
98.3K
$1.27M
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10K+ 1.41% |
$158K - $182K
|
721K
$9.33M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
9.53KNew |
$151K - $173K
|
9.53K
$123K
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.12K+ 27.45% |
$144K - $166K
|
42.4K
$549K
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.95K+ 6.63% |
$142K - $162K
|
144K
$1.86M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.54K+ 52.72% |
$135K - $155K
|
24.7K
$320K
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.8K+ 25.58% |
$123K - $142K
|
38.3K
$496K
|