RJA
INSI

Raymond James & Associates’s Insight Select Income Fund INSI Stock Holding History

Raymond James & Associates’s Portfolio INSI Stock Details INSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$246K Hold
13,948
– – ﹤0.01% 3517
2024
Q2 		$228K Sell
13,948
-2,000
-13% -$32.2K ﹤0.01% 3534
2024
Q1 		$263K Sell
15,948
-700
-4% -$11.2K ﹤0.01% 3453
2023
Q4 		$266K Sell
16,648
-5,001
-23% -$75.6K ﹤0.01% 3360
2023
Q3 		$325K Hold
21,649
– – ﹤0.01% 3159
2023
Q2 		$339K Sell
21,649
-120
-0.6% -$1.89K ﹤0.01% 3174
2023
Q1 		$346K Sell
21,769
-1,216
-5% -$19.2K ﹤0.01% 3150
2022
Q4 		$347K Buy
22,985
+3
+0% +$45 ﹤0.01% 3124
2022
Q3 		$353K Buy
22,982
+1
+0% +$16 ﹤0.01% 3076
2022
Q2 		$369K Sell
22,981
-2,007
-8% -$33.4K ﹤0.01% 3094
2022
Q1 		$447K Buy
24,988
+24
+0.1% +$446 ﹤0.01% 3133
2021
Q4 		$561K Buy
24,964
+3,297
+15% +$71.5K ﹤0.01% 3000
2021
Q3 		$455K Buy
21,667
+5,643
+35% +$122K ﹤0.01% 3132
2021
Q2 		$347K Buy
16,024
+2,525
+19% +$52K ﹤0.01% 3331
2021
Q1 		$276K Sell
13,499
-149
-1% -$3.11K ﹤0.01% 3416
2020
Q4 		$292K Buy
13,648
+1,690
+14% +$35.3K ﹤0.01% 3141
2020
Q3 		$242K Sell
11,958
-1,049
-8% -$21.6K ﹤0.01% 3087
2020
Q2 		$256K Buy
13,007
+18
+0.1% +$346 ﹤0.01% 3009
2020
Q1 		$256K Sell
12,989
-1,728
-12% -$34.7K ﹤0.01% 2872
2019
Q4 		$295K Sell
14,717
-394
-3% -$7.95K ﹤0.01% 3095
2019
Q3 		$310K Sell
15,111
-168
-1% -$3.36K ﹤0.01% 2992
2019
Q2 		$308K Sell
15,279
-47
-0.3% -$897 ﹤0.01% 3001
2019
Q1 		$295K Hold
15,326
– – ﹤0.01% 2991
2018
Q4 		$267K Sell
15,326
-1,200
-7% -$21.4K ﹤0.01% 2942
2018
Q3 		$308K Sell
16,526
-2,431
-13% -$45.3K ﹤0.01% 3013
2018
Q2 		$359K Buy
+18,957
New +$353K ﹤0.01% 2907

Other funds holding INSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Raymond James & Associates's INSI Position: Q3 2024 in Review

Raymond James & Associates held its Insight Select Income Fund (INSI) position steady in Q3 2024 at 13,948 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #3517.

Raymond James & Associates first reported a position in INSI in Q2 2018 and has held it in 26 quarters since. The position peaked at $561K in Q4 2021. 38 funds tracked by Wall St. Rank hold INSI as of Q3 2024.

  • Raymond James & Associates held 13,948 shares of Insight Select Income Fund worth $246K as of Q3 2024.
  • Raymond James & Associates left its Insight Select Income Fund share count unchanged in Q3 2024.
  • Insight Select Income Fund made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3517 holding.
  • Raymond James & Associates first reported a position in Insight Select Income Fund in Q2 2018 and has held it in 26 quarters since.
  • Raymond James & Associates's Insight Select Income Fund position peaked at $561K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.