Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Doubleline Income Solutions Fund (DSL)  
$12.56 0.26 (2.11%) as of 4:30 Fri 5/3


Download
     
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  : 
1.05 (9.12%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2144 - 2023-12-31 2,712,114 $33,196,000 -358,052
   WELLS FARGO & CO/MN 1523 - 2023-12-31 783,324 $9,588,000 -28,000
   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
   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
   EVERGREEN CAPITAL MANAGEMENT LLC 197 - 2023-12-31 230,602 $2,823,000 -4,596
   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
   Golden State Equity Partners 52 - 2023-12-31 148,998 $1,824,000 -2,110
   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
   RAYMOND JAMES & ASSOCIATES 2373 - 2024-03-31 109,507 $1,391,000 -476
   MATRIX PRIVATE CAPITAL GROUP LLC 23 - 2023-12-31 109,294 $1,338,000 -1,374
   Private Advisor Group LLC 1005 - 2023-12-31 100,582 $1,231,000 -1,910
   Goss Wealth Management LLC 880 - 2023-12-31 88,308 $1,084,000 -4,169
   Consolidated Portfolio Review Corp 105 - 2023-12-31 87,120 $1,066,000 -1,800
   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
   M HOLDINGS SECURITIES, INC. 123 - 2023-12-31 70,962 $869,000 -7,205
   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
   COMMONWEALTH EQUITY SERVICES LLC. 2352 - 2023-12-31 60,033 $735,000 -5,437
   HOLLENCREST SECURITIES LLC 183 - 2023-12-31 44,952 $550,000 -2,893
   Sowell Financial Services LLC - 2023-12-31 42,840 $524,000 -3,395
   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
   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
   PEREGRINE ASSET ADVISERS, INC. 95 - 2023-12-31 31,440 $385,000 -2,011
   WHITTIER TRUST CO 538 - 2023-12-31 29,075 $356,000 -23,581
   CENTAURUS FINANCIAL INC. 431 - 2023-12-31 29,115 $356,000 -10,953
   Sigma Planning Corp 604 - 2023-12-31 25,088 $307,000 -5,740
   FIXED INCOME SECURITIES INC 1050 - 2023-12-31 23,349 $286,000 -4,278
   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
   Williams Jones Wealth Management LLC. 469 - 2023-12-31 17,034 $209,000 -6,421
   BOTTY INVESTORS LLC 47 - 2023-12-31 15,000 $184,000 -15,000
   TRANSCEND WEALTH COLLECTIVE LLC 474 - 2023-12-31 14,228 $174,000 -3,883
   OPTIMUM INVESTMENT ADVISORS 209 - 2024-03-31 12,927 $164,000 -1,000
   ADVISORY SERVICES NETWORK, LLC 1390 - 2023-12-31 12,849 $157,000 -2,217
   AE Wealth Management LLC 1905 - 2023-12-31 11,658 $146,000 -111,545
   Steward Partners Investment Advisory LLC 1510 - 2023-12-31 11,852 $145,000 -389
   Pointe Capital Management LLC 152 - 2023-12-31 10,561 $129,000 -1,986
   JANE STREET GROUP LLC 4920 - 2023-12-31 10,487 $128,000 -9,799
   Gator Capital Management LLC 60 - 2023-12-31 10,230 $125,000 -450
   Geneos Wealth Management Inc. - 2023-12-31 2,670 $33,000 -3,000
   WHITTIER TRUST CO OF NEVADA INC 772 - 2023-12-31 2,277 $28,000 -335
   CITADEL ADVISORS LLC 5488 - 2023-12-31 70 $1,000 -8,793
   TOWER RESEARCH CAPITAL LLC 6213 - 2023-12-31 6 $0 -14
  55 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us