LPL Financial’s Insight Select Income Fund INSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,529
| Closed | -$182K | – | 5567 |
|
|
2024
Q4 | $182K | Sell |
10,529
-130
| -1% | -$2.26K | ﹤0.01% | 4844 |
|
|
2024
Q3 | $188K | Buy |
10,659
+603
| +6% | +$10.1K | ﹤0.01% | 4750 |
|
|
2024
Q2 | $164K | Sell |
10,056
-1,647
| -14% | -$26.5K | ﹤0.01% | 4626 |
|
|
2024
Q1 | $193K | Hold |
11,703
| – | – | ﹤0.01% | 4519 |
|
|
2023
Q4 | $187K | Sell |
11,703
-2,275
| -16% | -$34.4K | ﹤0.01% | 4410 |
|
|
2023
Q3 | $210K | Buy |
13,978
+13
| +0.1% | +$200 | ﹤0.01% | 4193 |
|
|
2023
Q2 | $218K | Buy |
13,965
+1,216
| +10% | +$19.1K | ﹤0.01% | 4092 |
|
|
2023
Q1 | $202K | Buy |
12,749
+2,054
| +19% | +$32.4K | ﹤0.01% | 4037 |
|
|
2022
Q4 | $162K | Buy |
10,695
+34
| +0.3% | +$516 | ﹤0.01% | 4046 |
|
|
2022
Q3 | $164K | Buy |
10,661
+639
| +6% | +$10.3K | ﹤0.01% | 4007 |
|
|
2022
Q2 | $161K | Sell |
10,022
-4,902
| -33% | -$81.6K | ﹤0.01% | 4013 |
|
|
2022
Q1 | $267K | Sell |
14,924
-4,900
| -25% | -$91.1K | ﹤0.01% | 3655 |
|
|
2021
Q4 | $445K | Sell |
19,824
-825
| -4% | -$17.9K | ﹤0.01% | 3380 |
|
|
2021
Q3 | $433K | Buy |
20,649
+2,357
| +13% | +$51.1K | ﹤0.01% | 3352 |
|
|
2021
Q2 | $396K | Sell |
18,292
-285
| -2% | -$5.87K | ﹤0.01% | 3359 |
|
|
2021
Q1 | $380K | Hold |
18,577
| – | – | ﹤0.01% | 3273 |
|
|
2020
Q4 | $397K | Sell |
18,577
-406
| -2% | -$8.49K | ﹤0.01% | 2962 |
|
|
2020
Q3 | $384K | Sell |
18,983
-1,387
| -7% | -$28.6K | ﹤0.01% | 2700 |
|
|
2020
Q2 | $400K | Sell |
20,370
-2
| -0% | -$38 | ﹤0.01% | 2600 |
|
|
2020
Q1 | $402K | Buy |
20,372
+6,400
| +46% | +$128K | ﹤0.01% | 2248 |
|
|
2019
Q4 | $280K | Buy |
13,972
+165
| +1% | +$3.33K | ﹤0.01% | 2837 |
|
|
2019
Q3 | $283K | Hold |
13,807
| – | – | ﹤0.01% | 2728 |
|
|
2019
Q2 | $278K | Sell |
13,807
-866
| -6% | -$16.5K | ﹤0.01% | 2762 |
|
|
2019
Q1 | $282K | Sell |
14,673
-376
| -2% | -$6.91K | ﹤0.01% | 2700 |
|
|
2018
Q4 | $262K | Sell |
15,049
-2,556
| -15% | -$45.5K | ﹤0.01% | 2575 |
|
|
2018
Q3 | $328K | Buy |
17,605
+103
| +0.6% | +$1.92K | ﹤0.01% | 2605 |
|
|
2018
Q2 | $331K | Buy |
17,502
+170
| +1% | +$3.17K | ﹤0.01% | 2564 |
|
|
2018
Q1 | $336K | Buy |
17,332
+3,326
| +24% | +$65.6K | ﹤0.01% | 2508 |
|
|
2017
Q4 | $279K | Buy |
14,006
+2,961
| +27% | +$59.4K | ﹤0.01% | 2564 |
|
|
2017
Q3 | $222K | Buy |
11,045
+239
| +2% | +$4.78K | ﹤0.01% | 2591 |
|
|
2017
Q2 | $214K | Buy |
10,806
+262
| +2% | +$5.12K | ﹤0.01% | 2537 |
|
|
2017
Q1 | $202K | Sell |
10,544
-271
| -3% | -$5.16K | ﹤0.01% | 2488 |
|
|
2016
Q4 | $205K | Buy |
+10,815
| New | +$205K | ﹤0.01% | 2467 |
|
LPL Financial's INSI Position: Q1 2025 in Review
LPL Financial sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 10,529 shares — an estimated $182K sold.
LPL Financial first reported a position in INSI in Q4 2016 and held it in 33 quarters. The position peaked at $445K in Q4 2021. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.
- LPL Financial reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
- LPL Financial sold 10,529 Insight Select Income Fund shares in Q1 2025, an estimated $182K.
- LPL Financial first reported a position in Insight Select Income Fund in Q4 2016 and held it in 33 quarters.
- LPL Financial's Insight Select Income Fund position peaked at $445K in Q4 2021.
- 0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.
Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.