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 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
778+ 3.85% |
$8.18K - $9.59K
|
21K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
722New |
$7.6K - $8.9K
|
722
$9.35K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
650New |
$6.84K - $8.01K
|
650
$8.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
556New |
$5.85K - $6.86K
|
556
$7.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
550New |
$5.79K - $6.78K
|
550
$7.12K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
329+ 2.05% |
$3.46K - $4.06K
|
16.4K
$212K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
311+ 2.41% |
$3.27K - $3.83K
|
13.2K
$171K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
296+ 44.71% |
$3.11K - $3.65K
|
958
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
275+ 1.56% |
$2.89K - $3.39K
|
17.9K
$231K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
270+ 2.57% |
$2.84K - $3.33K
|
10.8K
$140K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
191New |
$2.01K - $2.36K
|
191
$2.47K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
175+ 0.87% |
$1.84K - $2.16K
|
20.3K
$263K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
137+ 2.89% |
$1.44K - $1.69K
|
4.89K
$63.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
36+ 2.9% |
$379 - $444
|
1.28K
$16.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
32+ 0.08% |
$337 - $395
|
41.3K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
25+ 0.2% |
$263 - $308
|
12.5K
$162K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
20+ 0.01% |
$210 - $247
|
217K
$2.82M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 2.98% |
$200 - $234
|
657
$8.51K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-33- 14.04% |
$347 - $407
|
202
$2.62K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-58- 0.35% |
$610 - $715
|
16.4K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-172- 0.13% |
$1.81K - $2.12K
|
133K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-265- 0.93% |
$2.79K - $3.27K
|
28.2K
$365K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-437- 22.26% |
$4.6K - $5.39K
|
1.53K
$19.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-498- 1.49% |
$5.24K - $6.14K
|
32.9K
$426K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-838- 23.51% |
$8.82K - $10.3K
|
2.73K
$35.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-876- 7.92% |
$9.22K - $10.8K
|
10.2K
$132K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-940- 1.21% |
$9.89K - $11.6K
|
76.9K
$996K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-989- 2.51% |
$10.4K - $12.2K
|
38.4K
$497K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 1.16% |
$10.5K - $12.3K
|
84.9K
$1.1M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 2.67% |
$10.5K - $12.3K
|
36.4K
$472K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 10.75% |
$10.5K - $12.3K
|
8.3K
$108K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1K- 96.81% |
$10.5K - $12.4K
|
33
$427
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.03K- 4.96% |
$10.9K - $12.7K
|
19.8K
$256K
|
|
|
Feb 10, 2023
Q4 2022
|
Gator Capital Management, LLC
|
SELL
|
- |
-1.2K- 9.49% |
$12.6K - $14.8K
|
11.5K
$148K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.24K- 1.77% |
$13K - $15.2K
|
68.7K
$890K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 11.49% |
$13.1K - $15.4K
|
9.59K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.28K- 1.13% |
$13.5K - $15.8K
|
113K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.4K- 0.57% |
$14.7K - $17.2K
|
244K
$3.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.49K- 55.79% |
$15.6K - $18.3K
|
1.18K
$15.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.5K- 11.01% |
$15.8K - $18.5K
|
12.1K
$157K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.51K- 1.97% |
$15.9K - $18.7K
|
75.5K
$978K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.76K- 7.02% |
$18.5K - $21.7K
|
23.3K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.21K- 1.93% |
$23.2K - $27.2K
|
112K
$1.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.28K- 11.66% |
$24K - $28.1K
|
17.3K
$224K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.32K- 13.12% |
$24.4K - $28.6K
|
15.4K
$199K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.74K- 4.48% |
$28.9K - $33.8K
|
58.5K
$757K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.94K- 8.19% |
$30.9K - $36.2K
|
32.9K
$426K
|
|
|
Feb 07, 2023
Q4 2022
|
Ghe, LLC
|
SELL
|
- |
-3K- 13.04% |
$31.6K - $37K
|
20K
$259K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3K- 21.58% |
$31.6K - $37K
|
10.9K
$141K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.2K- 38.08% |
$33.7K - $39.5K
|
5.2K
$67.4K
|