Purchases and Sales Made in Q4 2023 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q4 2023. 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, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
271K+ 506.48% |
$2.79M - $3.32M
|
325K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
250K+ 7.15% |
$2.58M - $3.06M
|
3.75M
$48.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
212K+ 26.12% |
$2.18M - $2.59M
|
1.02M
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
196K+ 19.6% |
$2.02M - $2.4M
|
1.2M
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
194K+ 36.03% |
$2M - $2.37M
|
731K
$9.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
120K+ 258.57% |
$1.23M - $1.46M
|
166K
$2.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
84.6KNew |
$871K - $1.04M
|
84.6K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74KNew |
$762K - $905K
|
74K
$951K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
67.8K+ 25.02% |
$698K - $829K
|
339K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63K+ 14.07% |
$649K - $771K
|
511K
$6.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
47.2K+ 383.98% |
$486K - $578K
|
59.5K
$766K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.1K+ 46.14% |
$361K - $429K
|
111K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
26KNew |
$268K - $318K
|
26K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
23.9KNew |
$246K - $292K
|
23.9K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
23.9K+ 453.59% |
$246K - $292K
|
29.1K
$374K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.1KNew |
$238K - $283K
|
23.1K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.2KNew |
$229K - $272K
|
22.2K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21.8K+ 7.44% |
$225K - $267K
|
315K
$4.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
18.1KNew |
$186K - $221K
|
18.1K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
16.9KNew |
$174K - $207K
|
16.9K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.5KNew |
$170K - $202K
|
16.5K
$212K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16.1K+ 64.44% |
$165K - $197K
|
41K
$527K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.1KNew |
$146K - $173K
|
14.1K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
13.8K+ 45.16% |
$142K - $169K
|
44.3K
$570K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
13.7KNew |
$142K - $168K
|
13.7K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.6K+ 54.66% |
$140K - $166K
|
38.4K
$494K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.3K+ 49.9% |
$137K - $163K
|
39.9K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
12.9K+ 93.06% |
$133K - $158K
|
26.8K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.6K+ 31.03% |
$119K - $142K
|
48.8K
$628K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.3K+ 3.74% |
$117K - $139K
|
314K
$4.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3K+ 17.96% |
$117K - $139K
|
74.4K
$956K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3K+ 11.41% |
$116K - $138K
|
110K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11KNew |
$113K - $135K
|
11K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2KNew |
$105K - $125K
|
10.2K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.86K+ 3.36% |
$102K - $121K
|
303K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
8.79K+ 52.86% |
$90.5K - $108K
|
25.4K
$327K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.49K+ 19.71% |
$87.4K - $104K
|
51.5K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.87K+ 17.32% |
$81.1K - $96.3K
|
53.3K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6KNew |
$61.8K - $73.4K
|
6K
$77.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.96K+ 53.7% |
$61.4K - $73K
|
17.1K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.45K+ 6.6% |
$56.2K - $66.7K
|
88.1K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.25K+ 6.09% |
$54.1K - $64.3K
|
91.5K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.9K+ 16.33% |
$50.5K - $60K
|
34.9K
$449K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
4.67K+ 7.11% |
$48.1K - $57.2K
|
70.4K
$905K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.61K+ 39.56% |
$47.5K - $56.4K
|
16.3K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
4.55K+ 13.11% |
$46.9K - $55.7K
|
39.3K
$505K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.5KNew |
$36.1K - $42.8K
|
3.5K
$45K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.95K+ 2.26% |
$30.4K - $36.1K
|
134K
$1.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.8KNew |
$28.8K - $34.3K
|
2.8K
$36K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.57K+ 10.46% |
$26.4K - $31.4K
|
27.1K
$348K
|