Institutional Ownership Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL). We have compiled data on the 192 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $288 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
162,752
shares
|
$2.05 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
161,579
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
152,229
shares
|
$1.91 Million
0.3% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
147,556
shares
|
$1.85 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
144,372
shares
|
$1.81 Million
0.66% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
133,234
shares
|
$1.67 Million
1.01% of portfolio
|
Q3 2024
Added 22.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
118,895
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
118,751
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2024
Added 68.63%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
116,057
shares
|
$1.46 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
107,188
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
103,934
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,112
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
101,020
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
97,568
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
94,552
shares
|
$1.19 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,586
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
85,361
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
82,690
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
78,942
shares
|
$992,300
0.26% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
76,596
shares
|
$962,811
0.04% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
74,149
shares
|
$932,052
0.04% of portfolio
|
Q4 2024
Reduced 36.74%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
73,032
shares
|
$918,012
0.37% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
71,256
shares
|
$895,687
0.39% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,427
shares
|
$885,267
0.02% of portfolio
|
Q3 2024
Added 24.3%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
67,050
shares
|
$842,818
0.03% of portfolio
|
Q4 2024
Added 100.75%
|