Purchases and Sales Made in Q4 2022 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
537KNew |
$5.65M - $6.62M
|
537K
$6.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
243KNew |
$2.56M - $3M
|
243K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
225K+ 8.41% |
$2.36M - $2.77M
|
2.89M
$37.5M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
186KNew |
$1.96M - $2.3M
|
186K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
122K+ 29.19% |
$1.28M - $1.5M
|
538K
$6.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
86.4K+ 11.47% |
$909K - $1.07M
|
840K
$10.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
57.7KNew |
$606K - $711K
|
57.7K
$747K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.7KNew |
$491K - $576K
|
46.7K
$605K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
36.5K+ 22.79% |
$384K - $450K
|
197K
$2.54M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.5K+ 13.09% |
$353K - $414K
|
290K
$3.75M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.1KNew |
$254K - $297K
|
24.1K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9K+ 122.1% |
$220K - $258K
|
38.1K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
18.9K+ 0.57% |
$199K - $233K
|
3.33M
$43.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.9KNew |
$188K - $220K
|
17.9K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
14.7KNew |
$154K - $181K
|
14.7K
$190K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.8KNew |
$145K - $170K
|
13.8K
$179K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.6K+ 51.7% |
$133K - $156K
|
37.1K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$126K - $148K
|
12K
$155K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
11.9K+ 64.26% |
$125K - $147K
|
30.5K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.1K+ 4.09% |
$116K - $136K
|
281K
$3.64M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.9KNew |
$115K - $134K
|
10.9K
$141K
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
10.9K+ 12.27% |
$114K - $134K
|
99.6K
$1.29M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.57K+ 8.27% |
$90.2K - $106K
|
112K
$1.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.5K+ 67.43% |
$89.4K - $105K
|
21.1K
$273K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.06K+ 37.03% |
$84.8K - $99.4K
|
29.8K
$386K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.15K+ 3.91% |
$75.2K - $88.1K
|
190K
$2.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.38K+ 17.85% |
$67.1K - $78.7K
|
42.1K
$546K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.36K+ 4.72% |
$66.9K - $78.4K
|
141K
$1.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.89K+ 6.48% |
$51.4K - $60.3K
|
80.3K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.8K+ 34.53% |
$50.5K - $59.2K
|
18.7K
$242K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.65K+ 14.77% |
$48.9K - $57.3K
|
36.1K
$468K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.56K+ 5.63% |
$48K - $56.2K
|
85.5K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.45K+ 35.08% |
$46.8K - $54.8K
|
17.1K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
4.26KNew |
$44.8K - $52.6K
|
4.26K
$55.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.2KNew |
$44.2K - $51.8K
|
4.2K
$54.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.48K+ 5.91% |
$36.6K - $42.8K
|
62.3K
$807K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.45KNew |
$36.3K - $42.5K
|
3.45K
$44.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.22K+ 9.55% |
$33.9K - $39.8K
|
37K
$479K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.9K+ 145.0% |
$30.5K - $35.8K
|
4.9K
$63.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.84K+ 1.72% |
$29.9K - $35.1K
|
168K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.04K+ 7.79% |
$21.4K - $25.1K
|
28.2K
$365K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.93KNew |
$20.3K - $23.7K
|
1.93K
$24.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.66K+ 14.69% |
$17.4K - $20.4K
|
12.9K
$168K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.57K+ 140.79% |
$16.6K - $19.4K
|
2.69K
$34.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.25K+ 2.15% |
$13.2K - $15.4K
|
59.4K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.12K+ 112.0% |
$11.8K - $13.8K
|
2.12K
$27.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.01K+ 3.93% |
$10.6K - $12.4K
|
26.6K
$345K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$10.5K - $12.3K
|
1K
$13K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
902+ 2.14% |
$9.49K - $11.1K
|
43.1K
$558K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
782New |
$8.23K - $9.64K
|
782
$10.1K
|