INSI

Insight Select Income Fund
INSI

Overview Fund Activity
Delisted

INSI was delisted on the 31st of January, 2025.

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35 hedge funds and large institutions have $49.5M invested in Insight Select Income Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$22M
2
UCI
2
Uncommon Cents Investing
Wisconsin
$710K
3
Wells Fargo
3
Wells Fargo
California
$13M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$255K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$146K

Top Sellers

1
SI
1
SII Investments
Wisconsin
$0
2
PVWM
2
Point View Wealth Management
New Jersey
$0
3
Invesco
3
Invesco
Georgia
$2.4M
4
FHA
4
First Horizon Advisors
Tennessee
$0
5
NFG
5
Next Financial Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$22M 1,105,132 +47,731 +5%
Wells Fargo
2
Wells Fargo
California
$13M 654,148 +25,119 +4%
MRCM
3
M&R Capital Management
New Jersey
$3.21M 161,390 -500 -0.3%
Invesco
4
Invesco
Georgia
$2.4M 120,811 -5,039 -4%
UBS Group
5
UBS Group
Switzerland
$1.65M 82,778 +2,684 +3%
GC
6
Guggenheim Capital
Illinois
$1.26M 63,106 +2,815 +5%
PMG
7
ProVise Management Group
Florida
$1.08M 54,187 +1,350 +3%
WA
8
WealthTrust Axiom
Pennsylvania
$806K 40,550 +500 +1%
UCI
9
Uncommon Cents Investing
Wisconsin
$710K 35,680 +35,680 New
Morgan Stanley
10
Morgan Stanley
New York
$587K 29,498 -1,032 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$557K 27,981 +14 +0.1%
Bank of America
12
Bank of America
North Carolina
$412K 20,712 -631 -3%
SMH
13
Sanders Morris Harris
Texas
$393K 19,734 – –
LPL Financial
14
LPL Financial
California
$279K 14,006 +2,961 +27%
Stifel Financial
15
Stifel Financial
Missouri
$275K 13,753 +889 +7%
DAS
16
Dynamic Advisor Solutions
Arizona
$255K 12,790 +12,790 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$146K 7,336 +4,574 +166%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$108K 5,400 -554 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$81K 4,077 +579 +17%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$72K 3,604 – –
US Bancorp
21
US Bancorp
Minnesota
$60K 3,000 – –
Citigroup
22
Citigroup
New York
$42K 2,106 – –
SWP
23
Stratos Wealth Partners
Ohio
$16K 811 +811 New
CTC
24
Central Trust Company
Missouri
$15K 734 – –
GWM
25
Geneos Wealth Management
Colorado
$14K 723 -75 -9%
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