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 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.05K- 85.48% |
$62.2K - $65.7K
|
858
$11K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.55K- 19.35% |
$93K - $98.2K
|
31.5K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
449+ 2.21% |
$5.53K - $5.84K
|
20.7K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
92.9KNew |
$1.14M - $1.21M
|
92.9K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-132- 20.85% |
$1.63K - $1.72K
|
501
$6.43K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.32K- 1.54% |
$16.2K - $17.1K
|
84K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2KClosed |
$24.6K - $26K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8.16K- 92.18% |
$100K - $106K
|
692
$8.88K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.1K+ 28.77% |
$186K - $196K
|
67.5K
$866K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.9% |
$222 - $234
|
2.02K
$25.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.3K+ 37.9% |
$152K - $160K
|
44.9K
$576K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.88K+ 5.47% |
$35.5K - $37.5K
|
55.6K
$714K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-1.3K- 1.37% |
$16K - $16.9K
|
93.3K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-129- 0.71% |
$1.59K - $1.68K
|
18.1K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.34K+ 41.09% |
$103K - $108K
|
28.6K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.15K- 0.97% |
$14.2K - $14.9K
|
118K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
33.7K+ 100.75% |
$415K - $437K
|
67.1K
$860K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
148KNew |
$1.82M - $1.92M
|
148K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$961 - $1.01K
|
78
$1K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-9.6K- 14.31% |
$118K - $125K
|
57.5K
$738K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.71K- 2.72% |
$21.1K - $22.3K
|
61.3K
$787K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$12.3K - $13K
|
1K
$12.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
264+ 1.42% |
$3.25K - $3.43K
|
18.8K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58.1K- 99.91% |
$716K - $756K
|
55
$706
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-859- 99.88% |
$10.6K - $11.2K
|
1
$12.8
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.17K- 87.16% |
$14.5K - $15.3K
|
173
$2.22K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10KNew |
$123K - $130K
|
10K
$128K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37.4K- 13.51% |
$461K - $486K
|
240K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
41+ 2.63% |
$505 - $533
|
1.6K
$20.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.81K- 2.55% |
$34.6K - $36.5K
|
107K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.5KNew |
$142K - $150K
|
11.5K
$148K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-43.1K- 36.74% |
$530K - $560K
|
74.1K
$951K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
200+ 1.08% |
$2.46K - $2.6K
|
18.7K
$240K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5.37K- 11.39% |
$66.2K - $69.9K
|
41.8K
$536K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
850New |
$10.5K - $11.1K
|
850
$10.9K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-146K- 88.63% |
$1.8M - $1.9M
|
18.7K
$240K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
657New |
$8.09K - $8.54K
|
657
$8.43K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-24.9K- 53.43% |
$309K - $325K
|
21.7K
$278K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.8KNew |
$22.4K - $23.5K
|
1.8K
$23.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 5.89% |
$2.01M - $2.12M
|
2.91M
$37.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
19.2KNew |
$238K - $250K
|
19.2K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
52KNew |
$646K - $679K
|
52K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 10.0% |
$24.8 - $26.1
|
18
$231
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.45K- 27.62% |
$30.4K - $31.9K
|
6.41K
$82.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.79K+ 6.28% |
$34.7K - $36.5K
|
47.3K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.33K- 4.77% |
$16.5K - $17.3K
|
26.4K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
28KNew |
$348K - $366K
|
28K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.63K- 27.16% |
$32.7K - $34.4K
|
7.06K
$90.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-16.5K- 60.44% |
$205K - $215K
|
10.8K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.4KNew |
$377K - $397K
|
30.4K
$390K
|
|