Latest Institutional Purchases of Double Line Income Solutions Fund (DSL)
This list provides information on the latest institutional transactions involving Double Line Income Solutions Fund (DSL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.48K+ 10.08% |
$72.2K - $81.4K
|
70.7K
$814K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.7KNew |
$63.6K - $71.6K
|
5.7K
$65.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 30.39% |
$37.2K - $41.9K
|
14.3K
$165K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.75KNew |
$19.5K - $22K
|
1.75K
$20.2K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.7K+ 0.96% |
$18.9K - $21.3K
|
178K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 68.57% |
$13.4K - $15.1K
|
2.95K
$34K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.07KNew |
$11.9K - $13.4K
|
1.07K
$12.3K
|
|
|
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 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
500New |
$5.58K - $6.29K
|
500
$5.76K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
333New |
$3.71K - $4.19K
|
333
$3.84K
|
|
|
Aug 14, 2025
Q2 2025
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
- |
326New |
$3.63K - $4.1K
|
326
$3.76K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
207New |
$2.31K - $2.6K
|
207
$2.38K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 2.8% |
$323 - $365
|
1.06K
$12.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26+ 1.84% |
$290 - $327
|
1.44K
$16.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.8KNew |
$436K - $448K
|
34.8K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.1KNew |
$177K - $182K
|
14.1K
$163K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6.42KNew |
$80.5K - $82.7K
|
6.42K
$74K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.35KNew |
$42K - $43.1K
|
3.35K
$38.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.14KNew |
$39.3K - $40.4K
|
3.14K
$36.1K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3K+ 15.54% |
$37.6K - $38.6K
|
22.3K
$257K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.63K+ 2.2% |
$20.4K - $21K
|
75.4K
$869K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1KNew |
$12.5K - $12.9K
|
1K
$11.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
720New |
$9.02K - $9.27K
|
720
$8.29K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
400New |
$5.01K - $5.15K
|
400
$4.61K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
333New |
$4.17K - $4.29K
|
333
$3.84K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
248New |
$3.11K - $3.19K
|
248
$2.86K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
67.1KNew |
$827K - $873K
|
67.1K
$773K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
35.1KNew |
$432K - $456K
|
35.1K
$404K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.3K+ 116.67% |
$311K - $329K
|
47K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.9KNew |
$171K - $180K
|
13.9K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.4KNew |
$153K - $162K
|
12.4K
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
10.4KNew |
$128K - $135K
|
10.4K
$119K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10KNew |
$123K - $130K
|
10K
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.21K+ 8.69% |
$51.9K - $54.8K
|
52.7K
$607K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.2KNew |
$27.1K - $28.6K
|
2.2K
$25.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2K+ 57.14% |
$24.6K - $26K
|
5.5K
$63.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.65KNew |
$20.3K - $21.5K
|
1.65K
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.32KNew |
$16.3K - $17.2K
|
1.32K
$15.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$12.3K - $13K
|
1K
$11.5K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
850New |
$10.5K - $11.1K
|
850
$9.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
700New |
$8.62K - $9.1K
|
700
$8.06K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
158+ 2.63% |
$1.95K - $2.05K
|
6.17K
$71.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$961 - $1.01K
|
78
$899
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
43+ 2.59% |
$530 - $559
|
1.7K
$19.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
52KNew |
$646K - $679K
|
52K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.4KNew |
$377K - $397K
|
30.4K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
28KNew |
$348K - $366K
|
28K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
19.2KNew |
$238K - $250K
|
19.2K
$221K
|
|