Purchases and Sales Made in Q4 2024 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
662KNew |
$8.16M - $8.61M
|
662K
$8.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
148KNew |
$1.82M - $1.92M
|
148K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
92.9KNew |
$1.14M - $1.21M
|
92.9K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.2K+ 103.83% |
$729K - $769K
|
116K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47K+ 206.67% |
$579K - $611K
|
69.8K
$894K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
33.7K+ 100.75% |
$415K - $437K
|
67.1K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27.7K+ 39.36% |
$341K - $360K
|
98.1K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
23KNew |
$284K - $300K
|
23K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
22.3K+ 30.49% |
$274K - $290K
|
95.3K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
16.1K+ 72.46% |
$198K - $209K
|
38.2K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 28.77% |
$186K - $196K
|
67.5K
$865K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 73.21% |
$183K - $193K
|
35.1K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.9KNew |
$171K - $180K
|
13.9K
$178K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 2.82% |
$155K - $164K
|
459K
$5.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.3K+ 37.9% |
$152K - $160K
|
44.9K
$575K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.5KNew |
$142K - $150K
|
11.5K
$148K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.5KNew |
$142K - $150K
|
11.5K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
11.1K+ 14.02% |
$136K - $144K
|
90K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 2.61% |
$132K - $139K
|
421K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
10.4KNew |
$128K - $135K
|
10.4K
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10KNew |
$123K - $130K
|
10K
$128K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.5K+ 10.28% |
$105K - $110K
|
91.2K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.34K+ 41.09% |
$103K - $108K
|
28.6K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.25K+ 5.1% |
$102K - $107K
|
170K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
8K+ 70.8% |
$98.6K - $104K
|
19.3K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.88K+ 5.47% |
$35.5K - $37.5K
|
55.6K
$712K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.2KNew |
$27.1K - $28.6K
|
2.2K
$28.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2K+ 57.14% |
$24.6K - $26K
|
5.5K
$70.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.92K+ 1.9% |
$23.7K - $25K
|
103K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.03K+ 2.14% |
$12.7K - $13.4K
|
49.2K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$12.3K - $13K
|
1K
$12.8K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
928New |
$11.4K - $12.1K
|
928
$11.9K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
850New |
$10.5K - $11.1K
|
850
$10.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$8.62K - $9.1K
|
700
$8.97K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
657New |
$8.09K - $8.54K
|
657
$8.42K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 4.94% |
$7.39K - $7.8K
|
12.8K
$163K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
468+ 13.43% |
$5.77K - $6.08K
|
3.95K
$50.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
449+ 2.21% |
$5.53K - $5.84K
|
20.7K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
338+ 0.71% |
$4.16K - $4.39K
|
48.1K
$616K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
264+ 1.42% |
$3.25K - $3.43K
|
18.8K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
200+ 1.08% |
$2.46K - $2.6K
|
18.7K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
158+ 2.63% |
$1.95K - $2.05K
|
6.17K
$79.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 0.91% |
$1.48K - $1.56K
|
13.3K
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$961 - $1.01K
|
78
$999
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41+ 2.63% |
$505 - $533
|
1.6K
$20.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.9% |
$222 - $234
|
2.02K
$25.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 0.9% |
$111 - $117
|
1.01K
$12.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-129- 0.71% |
$1.59K - $1.68K
|
18.1K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-132- 20.85% |
$1.63K - $1.72K
|
501
$6.42K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-260- 31.86% |
$3.2K - $3.38K
|
556
$7.12K
|