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Get Institutions for : 
Doubleline Income Solutions Fund (DSL)  
$12.59 0.06 (0.48%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 165    3
Total shares held : 
21,319,661  
% of shares held : 
21.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
-118,151  
% of shares held change : 
  -0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$11.71  
Last Quarter's Ending Price : 
$12.24  
Last Quarter's Average Price
$11.51  
Change from last quarter's     
avg. price to the last closing  : 
1.08 (9.38%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 200,644
 0.94%
 
Increased Positions :
54
 1,722,730
 8.08%
 
Unchanged Positions :
36
 884,335
 4.15%
 
Decreased Positions :
60
-1,846,551
-8.66%
 
Closed Positions :
12
-194,974
-0.91%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   McGowan Group Asset Management Inc. 3 - 2024-03-31 3,780,303 $48,010,000 28,145
   MORGAN STANLEY 2088 - 2024-03-31 2,778,365 $35,285,000 66,251
   UBS Group AG 1299 - 2024-03-31 1,315,319 $16,705,000 117,989
   WELLS FARGO & CO/MN 1404 - 2024-03-31 969,627 $12,314,000 186,303
   Penserra Capital Management LLC 137 - 2024-03-31 823,072 $10,453,000 507,795
   INVESCO LTD 1801 - 2024-03-31 756,837 $9,612,000 -266,563
   STIFEL FINANCIAL CORP 848 - 2024-03-31 724,413 $9,200,000 -7,053
   ROYAL BANK OF CANADA 1587 - 2024-03-31 662,246 $8,410,000 12,776
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 554 - 2024-03-31 597,317 $7,586,000 272,789
   Herr Investment Group LLC 17 - 2024-03-31 561,315 $7,129,000 1,300
   AMERIPRISE FINANCIAL INC 2031 - 2024-03-31 559,898 $7,106,000 48,896
   LPL FINANCIAL CORP 1550 - 2024-03-31 552,196 $7,013,000 70,398
   HIGHTOWER ADVISORS, LLC 891 - 2024-03-31 455,140 $5,775,000 -15,209
   BANK OF AMERICA CORP /DE/ 2872 - 2024-03-31 445,019 $5,652,000 21,343
   Intellectus Partners LLC 13 - 2024-03-31 369,095 $4,688,000 30,537
   COHEN & STEERS INC 144 - 2024-03-31 348,993 $4,432,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1251 - 2024-03-31 314,660 $3,996,000 172
   GUGGENHEIM CAPITAL LLC 669 - 2024-03-31 280,549 $3,563,000 -22,643
   JANNEY MONTGOMERY SCOTT LLC 939 - 2024-03-31 247,111 $3,138,000 205,923
   EVERGREEN CAPITAL MANAGEMENT LLC 195 - 2024-03-31 226,678 $2,879,000 -3,924
   DAVIDSON D A & CO 437 - 2024-03-31 219,730 $2,791,000 -2,104
   EVOKE WEALTH LLC 94 - 2024-03-31 202,185 $2,568,000 -390
   Summit X LLC 37 - 2024-03-31 180,022 $2,286,000 1,651
   Advisor Group Holdings Inc. 1607 - 2024-03-31 174,376 $2,215,000 1,345
   Trinity Legacy Partners LLC 53 - 2024-03-31 166,562 $2,115,000 670
   THRIVENT FINANCIAL FOR LUTHERANS 1308 - 2024-03-31 164,318 $2,087,000 4,010
   FINANCIAL NETWORK 1008 - 2024-03-31 162,886 $2,069,000 21,153
   Golden State Equity Partners 52 - 2023-12-31 148,998 $1,824,000 -2,110
   Fort Sheridan Advisors LLC 57 - 2024-03-31 139,724 $1,774,000 1,926
   FIRST TRUST ADVISORS LP 1808 - 2024-03-31 133,114 $1,691,000 12,882
   Hennion & Walsh Asset Management Inc. 315 - 2024-03-31 118,955 $1,511,000 -6,840
   RAYMOND JAMES & ASSOCIATES 2373 - 2024-03-31 109,507 $1,391,000 -476
   MATRIX PRIVATE CAPITAL GROUP LLC 23 - 2024-03-31 109,319 $1,388,000 25
   Kestra Advisory Services LLC 1057 - 2024-03-31 105,492 $1,340,000 -5,593
   Wealthcare Advisory Partners LLC 309 - 2024-03-31 102,359 $1,300,000 16,599
   Private Advisor Group LLC 1046 - 2024-03-31 98,865 $1,256,000 -1,717
   Arcus Capital Partners LLC 39 - 2024-03-31 95,302 $1,210,000 2,370
   NATIONAL BANK OF CANADA /FI/ 961 - 2024-03-31 91,250 $1,155,000 51,999
   BENJAMIN F. EDWARDS & COMPANY INC. 474 - 2024-03-31 90,210 $1,146,000 2,160
   PFG Investments LLC 313 *New 2024-03-31 85,876 $1,091,000 85,876
   Consolidated Portfolio Review Corp 93 - 2024-03-31 85,876 $1,091,000 -1,244
   FIERA SCEPTRE INC. 329 - 2024-03-31 84,076 $1,068,000 369
   Rockefeller Capital Management L.P. 1235 - 2024-03-31 81,969 $1,041,000 899
   Atria Wealth Solutions Inc. 902 - 2024-03-31 78,949 $1,003,000 -12,533
   Goss Wealth Management LLC 1015 - 2024-03-31 74,364 $944,000 -13,944
   Triumph Capital Management 56 - 2024-03-31 71,256 $914,000 899
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1273 - 2024-03-31 71,175 $904,000 -3,191
   FOSTER & MOTLEY INC 217 - 2024-03-31 69,851 $887,000 3,597
   M HOLDINGS SECURITIES, INC. 88 - 2024-03-31 69,111 $878,000 -1,851
   Integrated Wealth Concepts LLC 828 - 2024-03-31 66,090 $839,000 24,009
   HORIZON ASSET MANAGEMENT INC/NY 172 - 2024-03-31 64,223 $816,000 860
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 73 - 2024-03-31 60,830 $773,000 9,288
   E&G Advisors LP 87 - 2024-03-31 60,350 $766,000 -100
   NBC SECURITIES INC. 312 - 2024-03-31 58,729 $745,000 2,539
   OPPENHEIMER & CO INC 856 - 2024-03-31 57,986 $736,000 2,109
   COMMONWEALTH EQUITY SERVICES LLC. 2466 - 2024-03-31 57,190 $726,000 -2,843
   HPM Partners LLC 1473 - 2024-03-31 51,400 $653,000 0
   Apollon Wealth Management LLC 605 - 2024-03-31 50,474 $641,000 1,642
   Sequent Planning LLC 83 - 2024-03-31 49,229 $625,000 0
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 184 - 2024-03-31 47,259 $600,000 598
   HARTLINE INVESTMENT CORP/ 184 *New 2024-03-31 47,259 $600,000 47,259
   Levin Easterly Partners LLC 173 - 2024-03-31 46,587 $592,000 5,399
   HOLLENCREST SECURITIES LLC 186 - 2024-03-31 46,227 $587,000 1,275
   JANE STREET GROUP LLC 3686 - 2024-03-31 45,883 $583,000 35,396
   Parallel Advisors LLC 493 - 2024-03-31 44,988 $571,000 15,869
   WEDBUSH MORGAN SECURITIES INC 592 - 2024-03-31 44,631 $567,000 289
   PIN OAK INVESTMENT ADVISORS INC 41 - 2024-03-31 42,565 $541,000 0
   Sage Capital Advisorsllc 88 - 2024-03-31 40,880 $519,000 2,570
   WOODWARD DIVERSIFIED CAPITAL LLC 86 - 2024-03-31 40,600 $516,000 0
   IFP Advisors Inc 561 - 2023-12-31 40,969 $501,000 16,055
   United Advisor Group LLC 115 *New 2024-03-31 39,426 $501,000 39,426
   Arete Wealth Advisors LLC 289 - 2024-03-31 38,940 $495,000 3,231
   Bickling Financial Services Inc. 62 - 2022-12-31 44,140 $490,000 -13,821
   Equitable Holdings Inc. 821 - 2024-03-31 36,960 $469,000 -1,485
   PEREGRINE ASSET ADVISERS, INC. 96 - 2024-03-31 35,440 $450,000 4,000
   Capstone Financial Advisors Inc. 90 - 2024-03-31 34,224 $435,000 0
   MARINER WEALTH ADVISORS, LLC 2134 - 2024-03-31 34,043 $432,000 -257
   SHAKER FINANCIAL SERVICES, LLC 115 - 2024-03-31 33,400 $424,000 -26,129
   TIEDEMANN WEALTH MANAGEMENT, LLC 185 - 2023-09-30 35,329 $414,000 0
   ENVESTNET ASSET MANAGEMENT INC 3525 - 2024-03-31 32,232 $409,000 5,134
   Sowell Financial Services LLC 472 - 2024-03-31 32,103 $408,000 -10,737
   PARSONS CAPITAL MANAGEMENT INC/RI 342 - 2024-03-31 31,200 $396,000 0
   Moors & Cabot Inc. 588 - 2024-03-31 30,000 $381,000 13,500
   GRANITE INVESTMENT PARTNERS, LLC 231 - 2024-03-31 29,635 $376,000 652
   WHITTIER TRUST CO 536 - 2024-03-31 29,546 $375,000 471
   MML INVESTORS SERVICES LLC 1972 - 2024-03-31 28,781 $366,000 -24,546
   COMERICA BANK 2043 - 2024-03-31 27,752 $352,000 7,500
   AlTi Global Inc. 301 - 2024-03-31 25,984 $330,000 0
   J.W. COLE ADVISORS INC. 658 - 2024-03-31 25,796 $328,000 3,581
   Concorde Asset Management LLC 83 - 2024-03-31 25,750 $327,000 -9,150
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 80 - 2024-03-31 25,405 $323,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 278 - 2024-03-31 25,191 $320,000 -1,581
   GHE LLC 45 - 2024-03-31 25,100 $319,000 3,500
   NATIONAL ASSET MANAGEMENT, INC. 1016 - 2024-03-31 26,625 $312,000 -13,286
   Activest Wealth Management 48 - 2024-03-31 23,052 $293,000 21,464
   NewEdge Wealth LLC 676 - 2024-03-31 23,168 $285,000 40
   NATIXIS 661 - 2024-03-31 21,227 $270,000 77
   HRT FINANCIAL LLC 1519 *New 2024-03-31 21,164 $268,000 21,164
   NCM Capital Management LLC 130 - 2024-03-31 20,830 $265,000 -368
   Capital Investment Advisors LLC 511 - 2024-03-31 20,750 $264,000 0

  100 Records found
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