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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.79K+ 7.52% |
$105K - $111K
|
126K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
3KNew |
$36K - $38K
|
3K
$34.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
674+ 1.13% |
$8.08K - $8.54K
|
60.5K
$697K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12- 2.4% |
$144 - $152
|
489
$5.63K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 10.04% |
$16.7K - $17.6K
|
15.2K
$175K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
311+ 0.64% |
$3.73K - $3.94K
|
49K
$565K
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-2.22K- 3.84% |
$26.6K - $28.2K
|
55.7K
$641K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.51K+ 2.59% |
$18.1K - $19.1K
|
59.6K
$686K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
5.15KNew |
$61.7K - $65.2K
|
5.15K
$59.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 19.7% |
$134K - $142K
|
45.7K
$527K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
156K+ 67.42% |
$1.87M - $1.97M
|
387K
$4.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
96.5K+ 39.55% |
$1.16M - $1.22M
|
341K
$3.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
55+ 2.7% |
$659 - $697
|
2.09K
$24.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-31- 0.11% |
$372 - $393
|
29K
$334K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
426+ 0.28% |
$5.11K - $5.4K
|
153K
$1.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-3.1K- 51.58% |
$37.2K - $39.3K
|
2.91K
$33.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
500+ 2.02% |
$6K - $6.34K
|
25.2K
$290K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.45K+ 13.4% |
$41.4K - $43.8K
|
29.2K
$337K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
924+ 5.55% |
$11.1K - $11.7K
|
17.6K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
633+ 11.53% |
$7.59K - $8.02K
|
6.12K
$70.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
46+ 2.73% |
$552 - $583
|
1.73K
$20K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.81K+ 2.05% |
$21.7K - $22.9K
|
90.2K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.25KNew |
$15K - $15.8K
|
1.25K
$14.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3K- 42.87% |
$36K - $38K
|
4K
$46.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.13K+ 113200.0% |
$13.6K - $14.3K
|
1.13K
$13.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-418- 1.86% |
$5.01K - $5.3K
|
22K
$254K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.28% |
$12 - $12.7
|
361
$4.16K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-814- 2.57% |
$9.08K - $10.2K
|
30.9K
$355K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.7K+ 3.18% |
$209K - $235K
|
608K
$7M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
333New |
$3.71K - $4.19K
|
333
$3.84K
|
|
|
Sep 04, 2025
Q2 2025
|
Ghe, LLC
|
BUY
|
- |
9.28K+ 24.28% |
$103K - $117K
|
47.5K
$547K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.7K+ 0.96% |
$18.9K - $21.3K
|
178K
$2.05M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.75KNew |
$19.5K - $22K
|
1.75K
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 68.57% |
$13.4K - $15.1K
|
2.95K
$34K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
115KNew |
$1.28M - $1.44M
|
115K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$167K - $188K
|
15K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.59K- 21.83% |
$62.3K - $70.2K
|
20K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
45.1KNew |
$502K - $566K
|
45.1K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
- |
326New |
$3.63K - $4.1K
|
326
$3.76K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10.3KNew |
$115K - $130K
|
10.3K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9K+ 303.75% |
$133K - $150K
|
15.8K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.2KNew |
$136K - $153K
|
12.2K
$141K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07KNew |
$11.9K - $13.4K
|
1.07K
$12.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 30.39% |
$37.2K - $41.9K
|
14.3K
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.92K- 3.6% |
$21.4K - $24.1K
|
51.4K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.38K- 14.13% |
$37.7K - $42.5K
|
20.6K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
800+ 143.88% |
$8.92K - $10.1K
|
1.36K
$15.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 4.71% |
$6.69K - $7.54K
|
13.4K
$154K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
39.8KNew |
$444K - $500K
|
39.8K
$459K
|
|