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 201 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
74,149
shares
|
$933,535
0.04% of portfolio
|
Q4 2024
Reduced 36.74%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
73,813
shares
|
$929,305
0.15% of portfolio
|
Q4 2024
Added 7853.99%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
73,076
shares
|
$920,026
0.37% of portfolio
|
Q4 2024
Added 84.78%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
72,945
shares
|
$918,377
0.03% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
69,756
shares
|
$878,228
0.02% of portfolio
|
Q4 2024
Added 206.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
67,535
shares
|
$850,265
0.02% of portfolio
|
Q4 2024
Added 28.77%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
67,119
shares
|
$845,028
0.31% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
67,119
shares
|
$845,028
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
67,050
shares
|
$844,159
0.03% of portfolio
|
Q4 2024
Added 100.75%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
61,341
shares
|
$772,283
0.05% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
60,650
shares
|
$763,583
0.0% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
59,717
shares
|
$751,837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
58,329
shares
|
$734,362
0.01% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
57,500
shares
|
$723,925
0.2% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
55,619
shares
|
$700,243
0.03% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
55,452
shares
|
$698,140
0.0% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
55,320
shares
|
$696,478
0.0% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
52,662
shares
|
$663,014
0.02% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
51,400
shares
|
$647,126
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
50,242
shares
|
$632,546
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
49,247
shares
|
$620,019
0.03% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
48,101
shares
|
$605,591
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
47,452
shares
|
$597,420
0.0% of portfolio
|
Q4 2024
Reduced 24.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
46,954
shares
|
$591,150
0.02% of portfolio
|
Q4 2024
Added 116.67%
|
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
46,587
shares
|
$586,530
0.05% of portfolio
|
Q1 2024
Added 13.11%
|