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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-531- 8.0% |
$6.54K - $6.9K
|
6.11K
$78.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-599- 4.23% |
$7.38K - $7.79K
|
13.6K
$174K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-859- 99.88% |
$10.6K - $11.2K
|
1
$12.8
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-916- 31.59% |
$11.3K - $11.9K
|
1.98K
$25.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-979- 1.65% |
$12.1K - $12.7K
|
58.3K
$747K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.15K- 0.97% |
$14.2K - $14.9K
|
118K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.17K- 87.16% |
$14.5K - $15.3K
|
173
$2.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.27K- 0.83% |
$15.6K - $16.5K
|
151K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.3K- 1.37% |
$16K - $16.9K
|
93.3K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.32K- 1.54% |
$16.2K - $17.1K
|
84K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.45K- 2.8% |
$17.8K - $18.8K
|
50.2K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.71K- 2.72% |
$21.1K - $22.3K
|
61.3K
$786K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.83K- 3.19% |
$22.5K - $23.7K
|
55.5K
$710K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.83K- 9.26% |
$22.5K - $23.7K
|
17.9K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2KClosed |
$24.6K - $26K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.7K- 18.98% |
$33.3K - $35.1K
|
11.5K
$148K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.81K- 2.55% |
$34.6K - $36.5K
|
107K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.27K- 9.98% |
$40.3K - $42.5K
|
29.5K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.74K- 1.85% |
$46K - $48.6K
|
198K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.03K- 11.37% |
$49.6K - $52.4K
|
31.4K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.15K- 26.65% |
$51.2K - $54K
|
11.4K
$146K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.05K- 85.48% |
$62.2K - $65.7K
|
858
$11K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5.37K- 11.39% |
$66.2K - $69.9K
|
41.8K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-5.42K- 47.41% |
$66.7K - $70.4K
|
6.01K
$77K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.22K- 3.17% |
$88.9K - $93.8K
|
220K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.55K- 19.35% |
$93K - $98.2K
|
31.5K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.72K- 4.74% |
$95.1K - $100K
|
155K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8.16K- 92.18% |
$100K - $106K
|
692
$8.86K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-8.43K- 17.61% |
$104K - $110K
|
39.5K
$505K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.86K- 7.46% |
$109K - $115K
|
110K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-8.88K- 3.14% |
$109K - $115K
|
274K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-9.6K- 14.31% |
$118K - $125K
|
57.5K
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37.4K- 13.51% |
$461K - $486K
|
240K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-43.1K- 36.74% |
$530K - $560K
|
74.1K
$950K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-50.4K- 99.58% |
$621K - $655K
|
211
$2.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58.1K- 99.91% |
$716K - $756K
|
55
$705
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-73.2K- 12.48% |
$901K - $951K
|
513K
$6.57M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-146K- 88.63% |
$1.8M - $1.9M
|
18.7K
$240K
|