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 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5K+ 4.65% |
$25.7K - $30.5K
|
56.2K
$703K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.42K+ 19.19% |
$24.9K - $29.6K
|
15K
$188K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.98K+ 4.43% |
$20.4K - $24.2K
|
46.7K
$584K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 5.38% |
$18K - $21.4K
|
34.3K
$429K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1.59KNew |
$16.4K - $19.4K
|
1.59K
$19.9K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.5K+ 0.94% |
$15.5K - $18.4K
|
160K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.26KNew |
$13K - $15.4K
|
1.26K
$15.8K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.24K+ 6.36% |
$12.8K - $15.2K
|
20.7K
$260K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 2.23% |
$12.5K - $14.9K
|
55.9K
$700K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 10.03% |
$11.8K - $14.1K
|
12.6K
$158K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.14K+ 0.81% |
$11.7K - $13.9K
|
142K
$1.77M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
797+ 0.94% |
$8.21K - $9.76K
|
85.8K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
692+ 2.45% |
$7.13K - $8.47K
|
29K
$363K
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
543New |
$5.59K - $6.65K
|
543
$6.8K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
500+ 21.28% |
$5.15K - $6.12K
|
2.85K
$35.7K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
316+ 0.14% |
$3.25K - $3.87K
|
222K
$2.78M
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
310New |
$3.19K - $3.79K
|
310
$3.88K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
250+ 3.78% |
$2.58K - $3.06K
|
6.86K
$85.9K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 2.87% |
$1.6K - $1.9K
|
5.56K
$69.6K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
133+ 0.37% |
$1.37K - $1.63K
|
35.7K
$447K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
121New |
$1.25K - $1.48K
|
121
$1.51K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 10.53% |
$1.03K - $1.22K
|
1.05K
$13.1K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
91+ 2.9% |
$937 - $1.11K
|
3.22K
$40.4K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
51+ 2.86% |
$525 - $624
|
1.83K
$22.9K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
40+ 2.88% |
$412 - $490
|
1.43K
$17.9K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 2.83% |
$206 - $245
|
727
$9.1K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14- 70.0% |
$144 - $171
|
6
$75.1
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-285- 0.16% |
$2.94K - $3.49K
|
178K
$2.23M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-335- 12.83% |
$3.45K - $4.1K
|
2.28K
$28.5K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-389- 3.18% |
$4.01K - $4.76K
|
11.9K
$148K
|
|
Feb 13, 2024
Q4 2023
|
Gator Capital Management, LLC
|
SELL
|
- |
-450- 4.21% |
$4.64K - $5.51K
|
10.2K
$128K
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-711- 1.72% |
$7.32K - $8.7K
|
40.6K
$508K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-720- 15.25% |
$7.42K - $8.81K
|
4K
$50.1K
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 5.67% |
$10.3K - $12.2K
|
16.7K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.37K- 1.24% |
$14.2K - $16.8K
|
109K
$1.37M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.8K- 2.02% |
$18.5K - $22K
|
87.1K
$1.09M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.91K- 1.86% |
$19.7K - $23.4K
|
101K
$1.26M
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.99K- 15.83% |
$20.5K - $24.3K
|
10.6K
$132K
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.01K- 6.01% |
$20.7K - $24.6K
|
31.4K
$394K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.11K- 1.4% |
$21.7K - $25.8K
|
149K
$1.87M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.14K- 95.54% |
$22K - $26.2K
|
100
$1.25K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.22K- 14.72% |
$22.8K - $27.1K
|
12.8K
$161K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.61K- 16.84% |
$26.9K - $31.9K
|
12.9K
$161K
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.73K- 6.64% |
$28.1K - $33.4K
|
38.3K
$480K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.83K- 3.37% |
$29.1K - $34.6K
|
81.1K
$1.01M
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.89K- 6.05% |
$29.8K - $35.4K
|
45K
$563K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3K- 52.91% |
$30.9K - $36.7K
|
2.67K
$33.4K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.4K- 7.34% |
$35K - $41.6K
|
42.8K
$536K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.5K- 7.84% |
$36.1K - $42.9K
|
41.2K
$516K
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.88K- 21.44% |
$40K - $47.5K
|
14.2K
$178K
|