RJFSA
INSI

Raymond James Financial Services Advisors’s Insight Select Income Fund INSI Stock Holding History

Raymond James Financial Services Advisors’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 		$694K Buy
39,331
+45
+0.1% +$756 ﹤0.01% 2404
2024
Q2 		$641K Sell
39,286
-361
-0.9% -$5.82K ﹤0.01% 2368
2024
Q1 		$654K Sell
39,647
-1,922
-5% -$30.7K ﹤0.01% 2327
2023
Q4 		$664K Buy
41,569
+72
+0.2% +$1.09K ﹤0.01% 2233
2023
Q3 		$624K Sell
41,497
-686
-2% -$10.6K ﹤0.01% 2184
2023
Q2 		$660K Buy
42,183
+71
+0.2% +$1.12K ﹤0.01% 2175
2023
Q1 		$669K Buy
42,112
+32
+0.1% +$505 ﹤0.01% 2151
2022
Q4 		$636K Buy
42,080
+368
+0.9% +$5.58K ﹤0.01% 2132
2022
Q3 		$641K Buy
41,712
+859
+2% +$13.8K ﹤0.01% 2099
2022
Q2 		$656K Buy
40,853
+1,638
+4% +$27.3K ﹤0.01% 2107
2022
Q1 		$701K Buy
39,215
+779
+2% +$14.5K ﹤0.01% 2172
2021
Q4 		$864K Buy
38,436
+837
+2% +$18.1K ﹤0.01% 2066
2021
Q3 		$789K Buy
37,599
+1,900
+5% +$41.2K ﹤0.01% 2115
2021
Q2 		$773K Sell
35,699
-2,162
-6% -$44.5K ﹤0.01% 2115
2021
Q1 		$774K Buy
37,861
+22
+0.1% +$459 ﹤0.01% 2019
2020
Q4 		$808K Buy
37,839
+905
+2% +$18.9K ﹤0.01% 1839
2020
Q3 		$747K Buy
36,934
+1,635
+5% +$33.7K ﹤0.01% 1730
2020
Q2 		$694K Buy
35,299
+300
+0.9% +$5.76K ﹤0.01% 1715
2020
Q1 		$691K Buy
34,999
+20,921
+149% +$420K ﹤0.01% 1381
2019
Q4 		$282K Buy
14,078
+3,060
+28% +$61.8K ﹤0.01% 2354
2019
Q3 		$226K Buy
+11,018
New +$220K ﹤0.01% 2413

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
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Raymond James Financial Services Advisors's INSI Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Insight Select Income Fund (INSI) stake by 0.11% in Q3 2024, buying an estimated $756 and bringing the position to 39,331 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Raymond James Financial Services Advisors first reported a position in INSI in Q3 2019 and has held it in 21 quarters since. The position peaked at $864K in Q4 2021. 38 funds tracked by Wall St. Rank hold INSI as of Q3 2024.

  • Raymond James Financial Services Advisors held 39,331 shares of Insight Select Income Fund worth $694K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 45 Insight Select Income Fund shares in Q3 2024, an estimated $756.
  • Insight Select Income Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2404 holding.
  • Raymond James Financial Services Advisors first reported a position in Insight Select Income Fund in Q3 2019 and has held it in 21 quarters since.
  • Raymond James Financial Services Advisors's Insight Select Income Fund position peaked at $864K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.