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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,135
shares
|
$14,289
0.0% of portfolio
|
Q1 2021
Reduced 63.88%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,050
shares
|
$13,219
0.0% of portfolio
|
Q3 2024
Reduced 53.89%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,009
shares
|
$12,703
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,000
shares
|
$12,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
858
shares
|
$10,802
0.0% of portfolio
|
Q4 2024
Reduced 85.48%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
850
shares
|
$10,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
782
shares
|
$9,845
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$8,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
692
shares
|
$8,712
0.0% of portfolio
|
Q4 2024
Reduced 92.18%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
657
shares
|
$8,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
556
shares
|
$7,000
0.0% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
501
shares
|
$6,307
0.0% of portfolio
|
Q4 2024
Reduced 20.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
500
shares
|
$6,295
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Dauntless Investment Group, LLC
Commerce Township, MI |
Feb 14, 2025 Q4 2024 |
326
shares
|
$4,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
232
shares
|
$2,920
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
211
shares
|
$2,656
0.0% of portfolio
|
Q4 2024
Reduced 99.58%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
173
shares
|
$2,178
0.0% of portfolio
|
Q4 2024
Reduced 87.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
93
shares
|
$1,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
78
shares
|
$982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
55
shares
|
$692
0.06% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
18
shares
|
$226
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1
shares
|
$12
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|