Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i DoubleLine Income Solutions Fund inkluderar Herold Advisors, Inc., Cypress Capital Group, Elequin Capital Lp, Balyasny Asset Management Llc, Kingstone Capital Partners Texas, LLC, Pinnacle Family Advisors, LLC, Newbridge Financial Services Group, Inc., Jones Financial Companies Lllp, Mark Sheptoff Financial Planning, Llc, Smallwood Wealth Investment Management, LLC, Iron Horse Wealth Management, LLC, och Creekmur Asset Management LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-05 | 13F | Ghe, Llc | 47 476 | 24,28 | 581 | |||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 33 193 | 2,38 | 406 | −0,49 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 033 | 0,01 | 123 | 7,02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 064 | 2,80 | 13 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 197 357 | 69,03 | 2 416 | 61,32 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 36 938 | 2,06 | 452 | −0,88 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 500 | 6 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 25 774 | 92,07 | 315 | 86,39 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 1 600 | 220,00 | 20 | 216,67 | |||
| 2025-08-14 | 13F | Dauntless Investment Group, LLC | 326 | 4 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 56 469 | 691 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 176 543 | 1,67 | 2 161 | −1,32 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 068 | 13 | ||||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 922 844 | 3,49 | 11 351 | −1,10 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 986 | 183 | ||||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 15 011 | 184 | ||||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 3 225 943 | 1,12 | 39 486 | −1,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 149 726 | 5,13 | 38 553 | 2,04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 750 | 21 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 380 492 | 8,47 | 16 897 | 5,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 001 | 366,73 | 86 | 372,22 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 177 830 | 44,12 | 2 177 | 39,94 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 019 319 | 2,13 | 12 476 | −0,87 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 15 000 | 2,04 | 184 | −1,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 744 956 | 1,66 | 9 118 | −1,32 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 19 644 | 2,24 | 240 | −0,83 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 152 774 | 1,89 | 1 870 | −1,11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 230 981 | 5,30 | 2 827 | 2,21 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 114 950 | 1 407 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 652 | 361,52 | 94 | 389,47 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 227 512 | 0,27 | 2 785 | −2,69 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 22 443 | 7,58 | 275 | 4,18 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 107 657 | 11,66 | 1 314 | 8,15 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 37 273 | 0,02 | 456 | −2,77 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 45 065 | 1 | ||||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 130 210 | 0,37 | 1 594 | −2,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 428 118 | 4,05 | 5 240 | 1,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 13 830 | 16,91 | 169 | 13,42 | ||||
| 2025-08-12 | 13F | Left Brain Wealth Management, LLC | 40 550 | 18,86 | 496 | 15,35 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 39 332 | 0,41 | 481 | −2,43 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 44 146 | 2,23 | 540 | −0,74 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 800 | 22 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 630 032 | 0,13 | 7 712 | −2,81 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 57 906 | 54,10 | 730 | 59,04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 180 033 | 208,33 | 2 204 | 199,32 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 116 886 | 7,16 | 1 431 | 4,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 31 832 | 0,04 | 390 | −2,99 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 333 | 4 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 282 852 | 6,21 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 244 126 | 206,71 | 2 988 | 197,91 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28 998 | 1,27 | 355 | −1,12 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 108 346 | 6,04 | 1 326 | 2,95 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13 350 | 4,71 | 163 | 1,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 119 061 | 18,49 | 1 457 | 15,00 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 296 789 | 1,50 | 3 576 | −0,39 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 39 816 | 487 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 700 | 70 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 439 670 | 1,99 | 5 382 | −0,99 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 356 | 143,88 | 17 | 166,67 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 935 733 | 2,60 | 11 453 | −0,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 563 553 | 6,58 | 6 898 | 3,45 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 28 165 | 35,81 | 345 | −10,18 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 39 056 | 478 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 48 691 | 0,83 | 596 | −1,65 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 678 431 | 2,66 | 8 298 | −0,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 423 017 | 1,21 | 5 178 | −1,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47 595 | 27,02 | 583 | 23,31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 437 | 1,84 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 21 016 | 257 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13 874 | 18,21 | 170 | 14,19 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 686 | 2,74 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10 334 | 126 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 14 616 | 26,94 | 184 | 27,78 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 44 265 | 1,37 | 542 | −1,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 416 | 5 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 15 700 | 16,64 | 192 | 13,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 950 | 68,57 | 36 | 63,64 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 107 267 | 2,51 | 1 313 | −0,53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70 692 | 10,08 | 865 | 6,92 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 59 817 | 732 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 150 542 | 28,17 | 1 843 | 24,38 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 353 | 8,08 | 151 | 7,09 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 12 200 | 149 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 2 200 | 450,00 | 0 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 14 600 | 40,38 | 0 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14 303 | 30,39 | 175 | 26,81 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 15 | 0 | ||||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 14 642 | 179 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 607 965 | 3,18 | 7 441 | 0,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 144 406 | 1,30 | 1 768 | −1,67 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 49 895 | 611 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 499 | 110,55 | 6 | 200,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 177 762 | 0,96 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2 035 | 0,89 | 25 | −4,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 207 | 3 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 444 190 | 3,04 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56 936 | 7,81 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18 600 | 1 228,57 | 228 | 1 235,29 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 839 | 303,75 | 194 | 293,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 491 | 7,04 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 223 740 | 4,72 | 2 739 | 1,63 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 26 600 | 3,91 | 314 | −2,18 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 81 169 | 304,17 | 994 | 292,49 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 49 156 | 30,81 | 602 | 27,06 |
