Stock Transactions

DOUBLELINE INCOME SOLUTIONS

Total Bought
736,486
29 transactions
Total Sold
454,696
23 transactions
Net
+281,790
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
Gridiron Partners, LLC19,136415,869+396,7330.150.13-0.01buy
READYSTATE ASSET MANAGEMENT LP81,169215,858+134,6890.040.13+0.09buy
Shaker Financial Services, LLC244,126340,673+96,5471.081.43+0.35buy
Stratos Wealth Advisors, LLC180,033235,644+55,6110.120.14+0.02buy
Left Brain Wealth Management, LLC40,55053,680+13,1300.170.21+0.03buy
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC39,33247,445+8,1130.160.19+0.03buy
JOURNEY STRATEGIC WEALTH LLC55,55060,550+5,0000.020.02-0.00buy
Kingstone Capital Partners Texas, LLC15,01119,064+4,0530.120.14+0.02buy
Institute for Wealth Management, LLC.25,77429,228+3,4540.040.04+0.00buy
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC108,346111,470+3,1240.300.29-0.01buy
Trinity Legacy Partners, LLC296,789299,178+2,3890.870.81-0.06buy
CALTON & ASSOCIATES, INC.28,16530,365+2,2000.060.06-0.00buy
PARAGON CAPITAL MANAGEMENT INC88,34490,154+1,8100.820.83+0.00buy
FOSTER & MOTLEY INC58,05259,558+1,5060.040.04-0.00buy
WORLD EQUITY GROUP, INC.13,83015,219+1,3890.050.04-0.00buy
PIN OAK INVESTMENT ADVISORS INC42,06543,140+1,0750.450.38-0.07buy
SeaCrest Wealth Management, LLC15,54516,598+1,0530.020.02+0.00buy
INSIGNEO ADVISORY SERVICES, LLC17,45418,271+8170.020.02-0.00buy
Triumph Capital Management30,85731,671+8140.110.10-0.01buy
Granite Investment Partners, LLC33,19333,979+7860.020.02+0.00buy
Sovran Advisors, LLC86,91887,619+7010.110.09-0.02buy
Next Level Private LLC19,64420,081+4370.080.07-0.01buy
Golden State Equity Partners152,774153,200+4260.350.32-0.03buy
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors48,69149,002+3110.080.07-0.01buy
Kovack Advisors, Inc.15,70015,915+2150.020.02-0.00buy
SOA Wealth Advisors, LLC.2,0352,090+550.000.00-0.00buy
Financial Management Professionals, Inc.1,6861,732+460.000.00-0.00buy
Creekmur Asset Management LLC1516+10.000.00-0.00buy
North Capital, Inc.360361+10.000.00-0.00buy
SILVER OAK SECURITIES, INCORPORATED28,99828,967-310.030.03-0.00sell
MATRIX PRIVATE CAPITAL GROUP LLC130,210130,101-1090.940.85-0.09sell
Sage Capital Advisors,llc33,58633,430-1560.100.10-0.00sell
Peregrine Asset Advisers, Inc.31,83231,673-1590.120.12-0.00sell
NCM Capital Management, LLC12,30012,100-2000.060.06-0.00sell
Arete Wealth Advisors, LLC17,81417,493-3210.020.01-0.00sell
Focus Financial Network, Inc.22,44322,025-4180.010.01-0.00sell
Alteri Wealth LLC19,12118,276-8450.090.08-0.01sell
NWF Advisory Services Inc.14,98013,914-1,0660.020.02-0.00sell
Maridea Wealth Management LLC44,26542,975-1,2900.140.08-0.06sell
ELCO Management Co., LLC15,00013,700-1,3000.100.09-0.01sell
HORIZON KINETICS ASSET MANAGEMENT LLC56,05254,114-1,9380.010.01-0.00sell
United Advisor Group, LLC33,85331,709-2,1440.070.05-0.02sell
Journey Advisory Group, LLC227,512224,758-2,7540.220.20-0.01sell
OPTIMUM INVESTMENT ADVISORS6,0102,910-3,1000.030.01-0.02sell
CURA WEALTH ADVISORS, LLC21,91017,165-4,7450.120.08-0.04sell
Arcus Capital Partners, LLC38,60931,373-7,2360.200.17-0.04sell
Fort Sheridan Advisors LLC97,44289,381-8,0610.170.14-0.03sell
Intellectus Partners, LLC442,278433,368-8,9101.171.03-0.14sell
Sequent Planning LLC49,15639,811-9,3450.190.14-0.05sell
Consolidated Portfolio Review Corp108,53589,889-18,6460.180.14-0.05sell
EVOKE WEALTH, LLC197,436135,396-62,0400.060.03-0.02sell
McGowan Group Asset Management, Inc.3,225,9432,906,061-319,8824.974.42-0.55sell
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