Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in DoubleLine Income Solutions Fund includono Pathstone Holdings, LLC, Advisory Advocates, LLC, Decision Investments, Inc, Kestra Private Wealth Services, Llc, Integrity Advisory Solutions, LLC, Kingswood Wealth Advisors, Llc, IFG Advisory, LLC, Holos Integrated Wealth LLC, Western Wealth Management, LLC, e Motiv8 Investments LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | 13F | Nbc Securities, Inc. | 52.401 | 0,63 | 568 | -3,24 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 428.993 | 22,92 | 5 | 33,33 | ||||
| 2026-05-11 | 13F | McGowan Group Asset Management, Inc. | 2.915.465 | 0,57 | 31.574 | -3,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 12.919 | 27,70 | 146 | 16,94 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 12.100 | 131 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 22.341 | 871,35 | 242 | 864,00 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 30.274 | 4,82 | 328 | 0,62 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 128.199 | 6,61 | 1.388 | 2,44 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 42.924 | 101,67 | 465 | 94,14 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 67.391 | 55,72 | 749 | 53,59 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 73.156 | 6,37 | 792 | 2,19 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 17.080 | 185 | ||||||
| 2026-05-14 | 13F | Natixis | 3.670 | 2,86 | 40 | -2,50 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 21.070 | 2,48 | 228 | -1,30 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 19.700 | 2,60 | 213 | -1,39 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 27.061 | 2,09 | 293 | -1,68 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 91.446 | 14,23 | 1 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.615.318 | 255,81 | 17.494 | 241,93 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1.835 | 2,97 | 20 | -5,00 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 543.390 | 31,35 | 5.885 | 26,21 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 576.916 | 1,14 | 6.248 | -2,80 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 39 | 0 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 2.019.225 | 235,40 | 22 | 250,00 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 18.580 | 13,43 | 201 | 9,24 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 10.744 | 116 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 10.832 | 117 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 467.588 | 7,93 | 5.064 | 3,71 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 758.010 | 22,46 | 8.209 | 17,69 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2.500 | 27 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 49.255 | 12,27 | 533 | 7,89 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 500 | 5 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.647.484 | 12,52 | 28.672 | 8,13 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 240.389 | 1,48 | 2.603 | -2,47 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10.035 | 0,01 | 113 | -8,13 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 889.340 | 14,89 | 9.631 | 10,40 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 933.058 | 5,45 | 10.095 | 1,24 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 23.351 | 0,35 | 253 | -3,82 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11.456 | 124 | ||||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 835 | 9 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 117.645 | 1,73 | 1.274 | -2,23 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 461.897 | 5,46 | 5.002 | 1,34 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 89.691 | 3,21 | 971 | -0,82 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 133.372 | 16,08 | 1.444 | 11,59 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 55.135 | 13,52 | 597 | 9,14 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 557.025 | 15,55 | 6.033 | 11,05 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 13.289 | 2,01 | 144 | -2,05 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.182 | 45,83 | 34 | 41,67 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 33.898 | 5,31 | 367 | 1,38 | ||||
| 2026-04-30 | 13F | Left Brain Wealth Management, LLC | 64.318 | 3,58 | 697 | -0,43 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 155 | 0 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 2.215 | 2,98 | 24 | -4,17 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1.238 | 13 | ||||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 231.541 | 1,11 | 2.508 | -2,83 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 208.145 | 48,41 | 2 | 100,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 208.542 | 4,82 | 2.350 | -3,81 | ||||
| 2026-05-04 | 13F/A | Ghe, Llc | 58.550 | 23,33 | 634 | 18,50 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 28.460 | 5,12 | 308 | 0,98 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 55.981 | 2,38 | 606 | -1,62 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 79.272 | 38,92 | 859 | 33,44 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4.257 | 46 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 153.662 | 12,31 | 1.664 | 7,91 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 35.800 | 7,83 | 388 | 3,48 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 665.547 | 2,66 | 7 | 0,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 119.650 | 6,23 | 1.296 | 2,05 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 10.522 | 0,44 | 114 | -4,24 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 334.023 | 115,53 | 3.617 | 107,16 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 12.800 | 139 | ||||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 282.346 | 3,25 | 3.165 | 2,69 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11.709 | 132 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 75.119 | 33,05 | 814 | 27,83 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 25.807 | 0,19 | 279 | -3,79 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 53.462 | 1,48 | 579 | -2,53 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 54.752 | 0,37 | 593 | -3,58 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 118.573 | 8,69 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 114.725 | 1.242 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 187.974 | 14,93 | 188 | -89,85 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 11.620 | 126 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 36.712 | 13,02 | 398 | 8,47 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 94.590 | 2,22 | 1.051 | -0,10 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 39.415 | 2,29 | 427 | -1,84 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 133.802 | 6,47 | 1.508 | -2,33 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 15.648 | 16,34 | 169 | 11,92 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 297 | 2,77 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 33.724 | 2,97 | 365 | -1,08 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.349 | 3,06 | 15 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14.514 | 157 |
