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 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.4K- 5.01% |
$35.7K - $41.9K
|
64.5K
$835K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.41K- 4.29% |
$35.9K - $42K
|
76.1K
$985K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.55K- 2.04% |
$37.3K - $43.7K
|
170K
$2.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.56K- 3.7% |
$37.4K - $43.9K
|
92.6K
$1.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.01K- 22.0% |
$42.1K - $49.4K
|
14.2K
$184K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.04K- 2.47% |
$42.5K - $49.8K
|
159K
$2.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.06K- 23.8% |
$42.7K - $50K
|
13K
$168K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.42K- 20.3% |
$46.5K - $54.5K
|
17.4K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.42K- 20.3% |
$46.5K - $54.5K
|
17.4K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.78K- 17.09% |
$50.3K - $58.9K
|
23.2K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-5.32K- 11.46% |
$56K - $65.6K
|
41.1K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.72K- 22.25% |
$60.2K - $70.6K
|
20K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-5.92K- 13.96% |
$62.3K - $73K
|
36.5K
$473K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.89K- 5.76% |
$72.5K - $84.9K
|
113K
$1.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.1K- 15.67% |
$74.7K - $87.5K
|
38.2K
$495K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.04K- 11.68% |
$84.5K - $99.1K
|
60.8K
$787K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.53K- 47.11% |
$89.7K - $105K
|
9.58K
$124K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-8.9K- 24.52% |
$93.6K - $110K
|
27.4K
$355K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-9.06K- 4.13% |
$95.3K - $112K
|
210K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9.1K- 29.4% |
$95.7K - $112K
|
21.9K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.1K- 29.4% |
$95.7K - $112K
|
21.9K
$283K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.54K- 47.21% |
$100K - $118K
|
10.7K
$138K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.92K- 10.83% |
$104K - $122K
|
81.7K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-13.8K- 23.85% |
$145K - $170K
|
44.1K
$572K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-14.3K- 10.27% |
$151K - $177K
|
125K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.1K- 79.16% |
$159K - $186K
|
3.98K
$51.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 12.1% |
$160K - $188K
|
111K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-16.2KClosed |
$171K - $200K
|
0
$0
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-16.6K- 53.12% |
$175K - $205K
|
14.7K
$190K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-21.4K- 38.66% |
$225K - $264K
|
33.9K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24.8K- 12.92% |
$261K - $306K
|
167K
$2.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-31.1K- 13.62% |
$327K - $383K
|
197K
$2.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-37.9K- 30.93% |
$398K - $467K
|
84.6K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.3K- 5.99% |
$413K - $484K
|
616K
$7.98M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-42.1K- 39.51% |
$443K - $519K
|
64.4K
$834K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-45.1K- 24.01% |
$475K - $557K
|
143K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46K- 8.68% |
$484K - $567K
|
484K
$6.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-49.2K- 4.23% |
$518K - $607K
|
1.11M
$14.4M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-54.7K- 50.0% |
$576K - $675K
|
54.7K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-55K- 3.92% |
$579K - $678K
|
1.35M
$17.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-62.4K- 66.24% |
$656K - $769K
|
31.8K
$411K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-72.8K- 44.96% |
$765K - $897K
|
89.1K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-131K- 85.04% |
$1.38M - $1.62M
|
23.1K
$299K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-171K- 86.58% |
$1.8M - $2.11M
|
26.5K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-225K- 19.25% |
$2.37M - $2.78M
|
945K
$12.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-253K- 29.13% |
$2.66M - $3.12M
|
615K
$7.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-278K- 48.55% |
$2.92M - $3.42M
|
294K
$3.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-286K- 45.05% |
$3.01M - $3.53M
|
349K
$4.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-346K- 44.15% |
$3.64M - $4.26M
|
438K
$5.67M
|