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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$112K - $123K
|
10.1K
$130K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.14K+ 29.6% |
$56.3K - $65.5K
|
22.5K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4KNew |
$43.8K - $51K
|
4K
$51.3K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.9K- 12.96% |
$20.8K - $24.2K
|
12.8K
$164K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.12K- 52.83% |
$12.3K - $14.3K
|
1K
$12.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.51K+ 37.9% |
$16.5K - $19.2K
|
5.48K
$70.3K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-21.1K- 67.63% |
$231K - $269K
|
10.1K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 14.49% |
$5.48K - $6.38K
|
2.95K
$37.8K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16KNew |
$175K - $204K
|
16K
$205K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.5K- 37.89% |
$82.2K - $95.7K
|
12.3K
$158K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
759New |
$8.32K - $9.68K
|
759
$9.74K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.7KNew |
$129K - $150K
|
11.7K
$151K
|
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
SELL
|
- |
-224- 1.04% |
$2.46K - $2.86K
|
21.3K
$273K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-800- 2.21% |
$8.77K - $10.2K
|
35.3K
$453K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.39KNew |
$15.3K - $17.8K
|
1.39K
$17.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-185K- 93.91% |
$2.03M - $2.36M
|
12K
$154K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
559+ 3.41% |
$6.13K - $7.13K
|
17K
$217K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
311+ 2.41% |
$3.27K - $3.83K
|
13.2K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
243KNew |
$2.56M - $3M
|
243K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.9KNew |
$188K - $220K
|
17.9K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
722New |
$7.6K - $8.9K
|
722
$9.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-286K- 45.05% |
$3.01M - $3.53M
|
349K
$4.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9.1K- 29.4% |
$95.7K - $112K
|
21.9K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-16.2KClosed |
$171K - $200K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.1K- 29.4% |
$95.7K - $112K
|
21.9K
$280K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-278K- 48.55% |
$2.92M - $3.42M
|
294K
$3.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
191New |
$2.01K - $2.36K
|
191
$2.45K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-13.8K- 23.85% |
$145K - $170K
|
44.1K
$566K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-253K- 29.13% |
$2.66M - $3.12M
|
615K
$7.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.93KNew |
$20.3K - $23.7K
|
1.93K
$24.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-876- 7.92% |
$9.22K - $10.8K
|
10.2K
$131K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
782New |
$8.23K - $9.64K
|
782
$10K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
232New |
$2.51K - $3.07K
|
232
$2.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-32.2K- 22.88% |
$348K - $427K
|
109K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 2.66% |
$97.2 - $119
|
347
$4.45K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
11KNew |
$119K - $146K
|
11K
$141K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
177New |
$1.91K - $2.34K
|
177
$2.27K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-6.64K- 35.47% |
$71.7K - $87.9K
|
12.1K
$155K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.33K- 2.65% |
$25.2K - $30.9K
|
85.8K
$1.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.06K+ 5.44% |
$65.5K - $80.3K
|
117K
$1.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
312+ 1.67% |
$3.37K - $4.13K
|
19K
$244K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.39KNew |
$15K - $18.4K
|
1.39K
$17.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10KNew |
$108K - $133K
|
10K
$129K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-173- 86.5% |
$1.87K - $2.29K
|
27
$346
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-11.3K- 42.32% |
$122K - $150K
|
15.4K
$198K
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
1.9K+ 4.66% |
$20.5K - $25.2K
|
42.7K
$547K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
10KNew |
$119K - $148K
|
10K
$128K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-262- 0.41% |
$3.12K - $3.86K
|
64K
$821K
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-100KClosed |
$1.19M - $1.48M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-11.7KClosed |
$140K - $173K
|
0
$0
|
|