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INSI
Insight Select Income Fund
INSI
INSI
Delisted
INSI was delisted on the 31st of January, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
GCP
26
Gill Capital Partners
Denver,
Colorado
| – | -$260K | -14,977 | Closed |
|
| 27 |
WDG
27
Wealth Dimensions Group
Cincinnati,
Ohio
| – | -$246K | -14,201 | Closed |
|
| 28 |
DWM
28
Dakota Wealth Management
Palm Beach Gardens,
Florida
| – | -$205K | -11,850 | Closed |
|
| 29 |
29
LPL Financial
San Diego,
California
| – | -$182K | -10,529 | Closed |
|
| 30 |
30
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$180K | -10,390 | Closed |
|
| 31 |
31
Morgan Stanley
New York
| – | -$132K | -7,608 | Closed |
|
| 32 |
32
UBS Group
Zurich,
Switzerland
| – | -$130K | -7,477 | Closed |
|
| 33 |
33
Osaic Holdings
Scottsdale,
Arizona
| – | -$117K | -6,758 | Closed |
|
| 34 |
34
US Bancorp
Minneapolis,
Minnesota
| – | -$70.5K | -4,066 | Closed |
|
| 35 |
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$61K | -3,518 | Closed |
|
| 36 |
36
Bank of America
Charlotte,
North Carolina
| – | -$35.9K | -2,074 | Closed |
|
| 37 |
LI
37
LRI Investments
Palm Beach Gardens,
Florida
| – | -$27.5K | -1,588 | Closed |
|
| 38 |
TFGT
38
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$1K | -50 | Closed |
|