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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.8K+ 25.58% |
$123K - $142K
|
38.3K
$490K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.75K+ 28.78% |
$107K - $123K
|
30.2K
$387K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.45K+ 3.87% |
$86.3K - $98.9K
|
146K
$1.87M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$79.2K - $90.8K
|
5K
$64.1K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.53K+ 8.06% |
$71.6K - $82.1K
|
60.7K
$777K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
3.78K+ 4.09% |
$59.8K - $68.5K
|
96.1K
$1.23M
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.57K+ 1.72% |
$56.4K - $64.7K
|
211K
$2.7M
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.28K+ 2.76% |
$52K - $59.6K
|
122K
$1.56M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.2K+ 4.45% |
$50.6K - $58K
|
75K
$961K
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.06K+ 4.32% |
$48.4K - $55.5K
|
73.9K
$946K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.73KNew |
$43.1K - $49.5K
|
2.73K
$34.9K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.4K+ 1200.0% |
$38K - $43.6K
|
2.6K
$33.3K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.3K+ 13.86% |
$36.4K - $41.7K
|
18.9K
$242K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.95KNew |
$30.9K - $35.4K
|
1.95K
$25K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.89K+ 15.34% |
$29.9K - $34.3K
|
14.2K
$182K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.89K+ 2.24% |
$29.9K - $34.2K
|
86K
$1.1M
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
1.86K+ 5.33% |
$29.4K - $33.7K
|
36.7K
$470K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.81K+ 15.49% |
$28.7K - $32.9K
|
13.5K
$173K
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.5K+ 2.82% |
$23.7K - $27.2K
|
54.7K
$700K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.4K+ 6.52% |
$22.1K - $25.4K
|
22.8K
$292K
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.33K+ 3.08% |
$21.1K - $24.2K
|
44.5K
$570K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.17K+ 4.0% |
$18.6K - $21.3K
|
30.6K
$391K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.05K+ 7.9% |
$16.5K - $19K
|
14.3K
$183K
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.04K+ 4.5% |
$16.4K - $18.9K
|
24.1K
$309K
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$15.8K - $18.2K
|
1K
$12.8K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1K+ 1.88% |
$15.8K - $18.2K
|
54.3K
$695K
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
746+ 1.7% |
$11.8K - $13.5K
|
44.5K
$570K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
724+ 0.49% |
$11.5K - $13.1K
|
147K
$1.88M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
719+ 0.41% |
$11.4K - $13K
|
175K
$2.24M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
600New |
$9.5K - $10.9K
|
600
$7.69K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
550New |
$8.71K - $9.98K
|
550
$7.05K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
472New |
$7.47K - $8.57K
|
472
$6.05K
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
354+ 2.61% |
$5.6K - $6.43K
|
13.9K
$178K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
316+ 2.2% |
$5K - $5.74K
|
14.7K
$188K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
83+ 0.77% |
$1.31K - $1.51K
|
10.8K
$139K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
80+ 1.89% |
$1.27K - $1.45K
|
4.31K
$55.2K
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
50+ 2.64% |
$792 - $907
|
1.94K
$24.9K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 2.64% |
$475 - $545
|
1.17K
$14.9K
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
28+ 0.07% |
$443 - $508
|
41.2K
$528K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 4.59% |
$412 - $472
|
592
$7.58K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
23+ 2.56% |
$364 - $417
|
923
$11.8K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 0.12% |
$348 - $399
|
18K
$231K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
13+ 4.73% |
$206 - $236
|
288
$3.69K
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
13+ 0.09% |
$206 - $236
|
14.5K
$186K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-31- 1.11% |
$491 - $563
|
2.76K
$35.4K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-192- 37.35% |
$3.04K - $3.48K
|
322
$4.12K
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-200- 1.88% |
$3.17K - $3.63K
|
10.4K
$134K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-216- 0.9% |
$3.42K - $3.92K
|
23.9K
$306K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-299- 0.67% |
$4.73K - $5.43K
|
44.1K
$564K
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-300- 1.72% |
$4.75K - $5.45K
|
17.2K
$220K
|