Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w DoubleLine Income Solutions Fund, to m.in 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, i Motiv8 Investments LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
