Latest Institutional Transactions on Double Line Income Solutions Fund (DSL)
This table provides information on the latest institutional transactions involving Double Line Income Solutions Fund (DSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.7KNew |
$736K - $776K
|
59.7K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-328K- 27.93% |
$4.04M - $4.27M
|
847K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.1K- 4.86% |
$38.2K - $40.3K
|
60.7K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.4KNew |
$153K - $162K
|
12.4K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
33.5K+ 84.78% |
$413K - $436K
|
73.1K
$938K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
707+ 2.28% |
$8.71K - $9.19K
|
31.7K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
200+ 0.79% |
$2.46K - $2.6K
|
25.6K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.26K- 4.99% |
$15.5K - $16.3K
|
23.9K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
300+ 2.11% |
$3.7K - $3.9K
|
14.5K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
86.9K+ 10.95% |
$1.07M - $1.13M
|
880K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.92K+ 7.63% |
$48.3K - $51K
|
55.3K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28.8K+ 7.22% |
$355K - $375K
|
428K
$5.49M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 1.78% |
$36.3K - $38.3K
|
168K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
253+ 2.61% |
$3.12K - $3.29K
|
9.93K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.5K+ 7.31% |
$179K - $189K
|
213K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.32KNew |
$16.3K - $17.2K
|
1.32K
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
72.9K+ 7853.99% |
$898K - $948K
|
73.8K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-41.5K- 18.09% |
$511K - $539K
|
188K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.5K+ 11.84% |
$894K - $943K
|
685K
$8.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.21K- 2.48% |
$64.2K - $67.8K
|
205K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-860- 2.05% |
$10.6K - $11.2K
|
41.2K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.21K- 42.98% |
$113K - $120K
|
12.2K
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.83K+ 5.98% |
$71.9K - $75.8K
|
103K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
41.3KNew |
$509K - $537K
|
41.3K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5+ 0.01% |
$61.6 - $65
|
37.3K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$12.3 - $13
|
10K
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
155+ 0.4% |
$1.91K - $2.02K
|
39.4K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
35.1KNew |
$432K - $456K
|
35.1K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.21K+ 8.69% |
$51.9K - $54.8K
|
52.7K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.2K+ 22.53% |
$51.7K - $54.6K
|
22.8K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-14K- 13.44% |
$172K - $182K
|
90K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
43+ 2.59% |
$530 - $559
|
1.7K
$21.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
138K+ 12.73% |
$1.7M - $1.8M
|
1.22M
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.65K- 4.77% |
$45K - $47.5K
|
72.9K
$936K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.3K+ 6.64% |
$28.3K - $29.9K
|
36.9K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.83K- 9.26% |
$22.5K - $23.7K
|
17.9K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$8.62K - $9.1K
|
700
$8.98K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-5.42K- 47.41% |
$66.7K - $70.4K
|
6.01K
$77.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-73.2K- 12.48% |
$901K - $951K
|
513K
$6.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-8.43K- 17.61% |
$104K - $110K
|
39.5K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.83K- 3.19% |
$22.5K - $23.7K
|
55.5K
$711K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
23KNew |
$284K - $300K
|
23K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.2K+ 103.83% |
$729K - $769K
|
116K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.2KNew |
$27.1K - $28.6K
|
2.2K
$28.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-531- 8.0% |
$6.54K - $6.9K
|
6.11K
$78.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.74K- 1.85% |
$46K - $48.6K
|
198K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.25K+ 5.1% |
$102K - $107K
|
170K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27.7K+ 39.36% |
$341K - $360K
|
98.1K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-979- 1.65% |
$12.1K - $12.7K
|
58.3K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
158+ 2.63% |
$1.95K - $2.05K
|
6.17K
$79.2K
|