UPS
INSI

UHLMANN PRICE SECURITIES’s Insight Select Income Fund INSI Stock Holding History

UHLMANN PRICE SECURITIES’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
Q4 		– Sell
-13,352
Closed -$236K – 186
2024
Q3 		$236K Buy
+13,352
New +$224K 0.19% 139

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

UHLMANN PRICE SECURITIES's INSI Position: Q4 2024 in Review

UHLMANN PRICE SECURITIES sold out of Insight Select Income Fund (INSI) in Q4 2024, closing a stake of 13,352 shares — an estimated $236K sold.

UHLMANN PRICE SECURITIES first reported a position in INSI in Q3 2024 and held it in 1 quarter. The position peaked at $236K in Q3 2024. 38 funds tracked by Wall St. Rank hold INSI as of Q4 2024.

  • UHLMANN PRICE SECURITIES reported no remaining Insight Select Income Fund position as of Q4 2024 after selling out during the quarter.
  • UHLMANN PRICE SECURITIES sold 13,352 Insight Select Income Fund shares in Q4 2024, an estimated $236K.
  • UHLMANN PRICE SECURITIES first reported a position in Insight Select Income Fund in Q3 2024 and held it in 1 quarter.
  • UHLMANN PRICE SECURITIES's Insight Select Income Fund position peaked at $236K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2024.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q4 2024, filed 17 Jul 2025.