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Get Institutions for : 
Doubleline Income Solutions Fund (DSL)  
$12.14 0.07 (0.57%) as of 4:30 Wed 4/24


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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  : 
0.63 (5.47%)  




 
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 - 2023-12-31 3,752,158 $45,926,000 250,265
   MORGAN STANLEY 2144 - 2023-12-31 2,712,114 $33,196,000 -358,052
   UBS Group AG 1248 - 2023-12-31 1,197,330 $14,655,000 196,205
   INVESCO LTD 1650 - 2023-12-31 1,023,400 $12,526,000 211,941
   WELLS FARGO & CO/MN 1523 - 2023-12-31 783,324 $9,588,000 -28,000
   STIFEL FINANCIAL CORP 816 - 2023-12-31 731,466 $8,953,000 193,760
   ROYAL BANK OF CANADA 1585 - 2023-12-31 649,470 $7,949,000 -308,379
   Herr Investment Group LLC 22 - 2023-12-31 560,015 $6,855,000 -17,641
   AMERIPRISE FINANCIAL INC 2117 - 2023-12-31 511,002 $6,255,000 63,015
   LPL FINANCIAL CORP 1567 - 2023-12-31 481,798 $5,897,000 -24,700
   HIGHTOWER ADVISORS, LLC 893 - 2023-12-31 470,349 $5,745,000 -5,613
   BANK OF AMERICA CORP /DE/ 2852 - 2023-12-31 423,676 $5,186,000 -69,126
   COHEN & STEERS INC 146 - 2023-12-31 348,993 $4,272,000 0
   Intellectus Partners LLC 16 - 2023-12-31 338,558 $4,144,000 67,751
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 814 - 2023-12-31 324,528 $3,972,000 271,018
   Penserra Capital Management LLC 189 - 2023-12-31 315,277 $3,858,000 21,827
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1209 - 2023-12-31 314,488 $3,849,000 11,344
   GUGGENHEIM CAPITAL LLC 624 - 2023-12-31 303,192 $3,711,000 9,863
   EVERGREEN CAPITAL MANAGEMENT LLC 197 - 2023-12-31 230,602 $2,823,000 -4,596
   DAVIDSON D A & CO 416 - 2023-12-31 221,834 $2,715,000 316
   EVOKE WEALTH LLC 204 - 2023-12-31 202,575 $2,480,000 -8,237
   Summit X LLC 30 - 2023-12-31 178,371 $2,183,000 -285
   Advisor Group Holdings Inc. 1809 - 2023-12-31 173,031 $2,118,000 -38,399
   Trinity Legacy Partners LLC 51 - 2023-12-31 165,892 $2,031,000 119,627
   THRIVENT FINANCIAL FOR LUTHERANS 1314 - 2023-12-31 160,308 $1,962,000 1,500
   Golden State Equity Partners 52 - 2023-12-31 148,998 $1,824,000 -2,110
   FINANCIAL NETWORK 1034 - 2023-12-31 141,733 $1,735,000 1,135
   Fort Sheridan Advisors LLC 54 - 2023-12-31 137,798 $1,687,000 25,472
   BB&T CORP 1343 - 2023-12-31 133,614 $1,635,000 2,953
   Hennion & Walsh Asset Management Inc. 315 - 2024-03-31 118,955 $1,511,000 -6,840
   FIRST TRUST ADVISORS LP 1849 - 2023-12-31 120,232 $1,472,000 -7,785
   Kestra Advisory Services LLC 969 - 2023-12-31 111,085 $1,360,000 35,071
   RAYMOND JAMES & ASSOCIATES 2323 - 2023-12-31 109,983 $1,346,000 11,267
   MATRIX PRIVATE CAPITAL GROUP LLC 23 - 2023-12-31 109,294 $1,338,000 -1,374
   Wealthcare Advisory Partners LLC 309 - 2024-03-31 102,359 $1,300,000 16,599
   Private Advisor Group LLC 1005 - 2023-12-31 100,582 $1,231,000 -1,910
   Arcus Capital Partners LLC 39 - 2024-03-31 95,302 $1,210,000 2,370
   Atria Wealth Solutions Inc. 808 - 2023-12-31 91,482 $1,120,000 5,250
   Goss Wealth Management LLC 880 - 2023-12-31 88,308 $1,084,000 -4,169
   BENJAMIN F. EDWARDS & COMPANY INC. 463 - 2023-12-31 88,050 $1,078,000 5,453
   Consolidated Portfolio Review Corp 105 - 2023-12-31 87,120 $1,066,000 -1,800
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 218 *New 2023-12-31 84,560 $1,035,000 84,560
   FIERA SCEPTRE INC. 364 - 2023-12-31 83,707 $1,025,000 0
   Rockefeller Capital Management L.P. 1135 - 2023-12-31 81,070 $992,000 -2,830
   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. 123 - 2023-12-31 70,962 $869,000 -7,205
   Triumph Capital Management 62 - 2023-12-31 70,357 $861,000 4,670
   HORIZON ASSET MANAGEMENT INC/NY 172 - 2023-12-31 63,363 $776,000 -17,910
   E&G Advisors LP 87 - 2024-03-31 60,350 $766,000 -100
   Baird Financial Group Inc. 1211 - 2023-12-31 62,589 $766,000 -12,486
   NBC SECURITIES INC. 312 - 2024-03-31 58,729 $745,000 2,539
   COMMONWEALTH EQUITY SERVICES LLC. 2352 - 2023-12-31 60,033 $735,000 -5,437
   SHAKER FINANCIAL SERVICES, LLC 91 - 2023-12-31 59,529 $729,000 47,229
   OPPENHEIMER & CO INC 859 - 2023-12-31 55,877 $684,000 1,218
   MML INVESTORS SERVICES LLC 1594 - 2023-12-31 53,327 $653,000 7,871
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 82 - 2023-12-31 51,542 $631,000 8,487
   HPM Partners LLC - 2023-12-31 51,400 $629,000 0
   Apollon Wealth Management LLC 597 - 2023-12-31 48,832 $598,000 11,565
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 180 - 2023-12-31 46,661 $571,000 1,978
   HOLLENCREST SECURITIES LLC 183 - 2023-12-31 44,952 $550,000 -2,893
   WEDBUSH MORGAN SECURITIES INC 523 - 2023-12-31 44,342 $543,000 13,794
   Sowell Financial Services LLC - 2023-12-31 42,840 $524,000 -3,395
   PIN OAK INVESTMENT ADVISORS INC 39 - 2023-12-31 42,565 $521,000 0
   Sage Capital Advisorsllc 88 - 2024-03-31 40,880 $519,000 2,570
   Integrated Wealth Concepts LLC 982 - 2023-12-31 42,081 $515,000 -6,994
   Levin Easterly Partners LLC 159 - 2023-12-31 41,188 $504,000 -13,525
   JANNEY MONTGOMERY SCOTT LLC 1871 - 2023-12-31 41,188 $504,000 -3,502
   IFP Advisors Inc 561 - 2023-12-31 40,969 $501,000 16,055
   WOODWARD DIVERSIFIED CAPITAL LLC 85 - 2023-12-31 40,600 $497,000 -711
   Bickling Financial Services Inc. 62 - 2022-12-31 44,140 $490,000 -13,821
   NATIONAL ASSET MANAGEMENT, INC. 819 - 2023-12-31 39,911 $489,000 13,286
   NATIONAL BANK OF CANADA /FI/ 1128 - 2023-12-31 39,251 $482,000 4,549
   Equitable Holdings Inc. 792 - 2023-12-31 38,445 $471,000 13,588
   Arete Wealth Advisors LLC 433 - 2023-12-31 35,709 $437,000 133
   Concorde Asset Management LLC 68 - 2023-12-31 34,900 $427,000 4,900
   MARINER WEALTH ADVISORS, LLC 2058 - 2023-12-31 34,300 $420,000 1,750
   Capstone Financial Advisors Inc. 91 - 2023-12-31 34,224 $419,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 185 - 2023-09-30 35,329 $414,000 0
   PEREGRINE ASSET ADVISERS, INC. 95 - 2023-12-31 31,440 $385,000 -2,011
   PARSONS CAPITAL MANAGEMENT INC/RI - 2023-12-31 31,200 $382,000 0
   WHITTIER TRUST CO 538 - 2023-12-31 29,075 $356,000 -23,581
   Parallel Advisors LLC 592 - 2023-12-31 29,119 $356,000 23,859
   CENTAURUS FINANCIAL INC. 431 - 2023-12-31 29,115 $356,000 -10,953
   GRANITE INVESTMENT PARTNERS, LLC 237 - 2023-12-31 28,983 $355,000 692
   ENVESTNET ASSET MANAGEMENT INC 3533 - 2023-12-31 27,098 $332,000 2,565
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 282 - 2023-12-31 26,772 $328,000 12,905
   AlTi Global Inc. 285 - 2023-12-31 25,984 $318,000 0
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 74 - 2023-12-31 25,405 $311,000 8,785
   Sigma Planning Corp 604 - 2023-12-31 25,088 $307,000 -5,740
   Gridiron Partners LLC 52 - 2023-12-31 23,867 $292,000 0
   FIXED INCOME SECURITIES INC 1050 - 2023-12-31 23,349 $286,000 -4,278
   NewEdge Wealth LLC 631 *New 2023-12-31 23,128 $283,000 23,128
   J.W. COLE ADVISORS INC. 675 *New 2023-12-31 22,215 $272,000 22,215
   GHE LLC 45 - 2023-12-31 21,600 $264,000 0
   Capital Investment Advisors LLC 511 - 2024-03-31 20,750 $264,000 0
   NATIXIS 656 - 2023-12-31 21,150 $259,000 -36,569
   NCM Capital Management LLC 133 - 2023-12-31 21,198 $259,000 -4,800
   Pettinga Financial Advisors LLC 103 - 2024-03-31 20,138 $256,000 -87,295
   Financial Advocates Investment Management 617 - 2023-12-31 20,745 $254,000 1,240

  100 Records found
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