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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.25K+ 1.89% |
$48.8K - $52.5K
|
229K
$2.64M
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50+ 2.89% |
$575 - $618
|
1.78K
$20.5K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11.5KNew |
$132K - $142K
|
11.5K
$133K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.45K- 11.82% |
$39.7K - $42.7K
|
25.8K
$297K
|
|
|
Jan 27, 2026
Q4 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
3.66K+ 6.57% |
$42.1K - $45.2K
|
59.3K
$684K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
16.3KNew |
$188K - $202K
|
16.3K
$188K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-314- 2.28% |
$3.61K - $3.88K
|
13.5K
$155K
|
|
|
Jan 26, 2026
Q4 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-25.7K- 8.59% |
$295K - $318K
|
273K
$3.15M
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-67- 0.21% |
$770 - $828
|
31.6K
$365K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
157+ 2.56% |
$1.8K - $1.94K
|
6.28K
$72.4K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
250New |
$2.87K - $3.09K
|
250
$2.88K
|
|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
54.5K+ 15.99% |
$626K - $673K
|
395K
$4.55M
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-5.8K- 10.45% |
$66.6K - $71.7K
|
49.7K
$573K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.6KNew |
$122K - $131K
|
10.6K
$122K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 33.75% |
$15.5K - $16.7K
|
2.65K
$30.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
15.4K+ 17.12% |
$177K - $191K
|
106K
$1.22M
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.15K+ 6.82% |
$13.2K - $14.2K
|
18K
$207K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.13K- 99.91% |
$13K - $14K
|
1
$11.5
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
61+ 2.92% |
$701 - $754
|
2.15K
$24.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 0.52% |
$14.2K - $15.3K
|
237K
$2.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.92K+ 5.61% |
$56.5K - $60.7K
|
92.5K
$1.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35.2KNew |
$405K - $435K
|
35.2K
$406K
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
13KNew |
$150K - $161K
|
13K
$150K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
549+ 2.18% |
$6.31K - $6.79K
|
25.8K
$297K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.93KNew |
$91.1K - $98K
|
7.93K
$91.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.15K- 1.93% |
$13.2K - $14.2K
|
58.4K
$673K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
196+ 0.68% |
$2.25K - $2.42K
|
29.2K
$336K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.78K- 7.23% |
$101K - $109K
|
113K
$1.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
500+ 2.67% |
$5.75K - $6.18K
|
19.2K
$221K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-790- 3.59% |
$9.08K - $9.76K
|
21.2K
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.16K+ 7.63% |
$13.3K - $14.3K
|
16.4K
$189K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
533+ 3.21% |
$6.12K - $6.59K
|
17.1K
$197K
|
|
|
Jan 08, 2026
Q4 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-382K- 91.87% |
$4.39M - $4.72M
|
33.8K
$389K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.19K+ 3.84% |
$25.2K - $27.1K
|
59.4K
$684K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
895+ 2.08% |
$10.3K - $11.1K
|
43.9K
$505K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
480+ 2.39% |
$5.52K - $5.93K
|
20.6K
$237K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-6.36K- 19.02% |
$73K - $78.6K
|
27.1K
$312K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.89K- 50.89% |
$46.7K - $49.3K
|
3.76K
$43.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-218- 43.69% |
$2.61K - $2.76K
|
281
$3.24K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.25KNew |
$15K - $15.8K
|
1.25K
$14.4K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.02% |
$24 - $25.3
|
10K
$116K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.27KNew |
$15.3K - $16.1K
|
1.27K
$14.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.04K- 10.35% |
$48.5K - $51.2K
|
35K
$403K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.04KNew |
$84.4K - $89.2K
|
7.04K
$81.1K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.08K+ 2.56% |
$12.9K - $13.6K
|
43.1K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
284+ 68.27% |
$3.41K - $3.6K
|
700
$8.06K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
129+ 0.12% |
$1.55K - $1.63K
|
108K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.6K- 1.2% |
$451K - $477K
|
3.11M
$35.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.6K- 10.88% |
$559K - $590K
|
382K
$4.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
89.3K+ 424.69% |
$1.07M - $1.13M
|
110K
$1.27M
|
|