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 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-292Closed |
$3.47K - $4.31K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.41% |
$357 - $443
|
7.4K
$85.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.7KNew |
$32.1K - $39.8K
|
2.7K
$31.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
3.5KNew |
$41.7K - $51.6K
|
3.5K
$40.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.3K+ 28.92% |
$194K - $240K
|
72.5K
$836K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-840Closed |
$10K - $12.4K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
30KNew |
$357K - $443K
|
30K
$346K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.57KNew |
$30.6K - $38K
|
2.57K
$29.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.4KNew |
$40.5K - $50.2K
|
3.4K
$39.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.45KClosed |
$64.9K - $80.4K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
51.4KNew |
$612K - $758K
|
51.4K
$592K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-32.2KClosed |
$383K - $474K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-925Closed |
$12.6K - $15.2K
|
0
$0
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-54.8KClosed |
$748K - $901K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-13.1KClosed |
$179K - $215K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-64.1KClosed |
$876K - $1.05M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
18KNew |
$245K - $296K
|
18K
$207K
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-49.2KClosed |
$672K - $809K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.5K- 75.0% |
$20.5K - $24.7K
|
500
$5.76K
|
|
|
May 12, 2022
Q1 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
15KNew |
$205K - $247K
|
15K
$173K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5KClosed |
$68.3K - $82.3K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-22KClosed |
$301K - $362K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-308- 35.9% |
$4.21K - $5.07K
|
550
$6.34K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-22.6KClosed |
$308K - $371K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.65KClosed |
$22.5K - $27.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.73KClosed |
$37.2K - $44.8K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-525- 8.55% |
$7.17K - $8.64K
|
5.61K
$64.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-12.6KClosed |
$172K - $207K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
SELL
|
- |
-5K- 33.17% |
$68.3K - $82.3K
|
10.1K
$116K
|
|
| Q4 2021 | |||||||
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
22.9KNew |
$362K - $415K
|
22.9K
$263K
|
|
|
Apr 27, 2022
Q4 2021
|
Triad Investment Management
|
SELL
|
- |
-22.5KClosed |
$357K - $409K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.55KClosed |
$87.8K - $101K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.5KClosed |
$166K - $190K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1KNew |
$15.8K - $18.2K
|
1K
$11.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-300- 1.72% |
$4.75K - $5.45K
|
17.2K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-86.1KClosed |
$1.36M - $1.56M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-5.63KClosed |
$89.1K - $102K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
472New |
$7.47K - $8.57K
|
472
$5.44K
|
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-64.2KClosed |
$1.02M - $1.17M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-13.9KClosed |
$220K - $252K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.5KClosed |
$166K - $191K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-6KClosed |
$95K - $109K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250Closed |
$4.34K - $4.58K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.93K- 16.75% |
$33.5K - $35.3K
|
9.59K
$110K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.48KClosed |
$43.1K - $45.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.24KNew |
$38.8K - $40.9K
|
2.24K
$25.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40Closed |
$695 - $732
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-6K- 26.09% |
$104K - $110K
|
17K
$196K
|
|
|
Nov 10, 2021
Q3 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-204KClosed |
$3.54M - $3.72M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3KClosed |
$53.2K - $55.4K
|
0
$0
|
|