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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 |
AG
26
Advisor Group
Phoenix,
Arizona
| $14K | – | – | – |
|
| 27 |
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $14K | – | – | – |
|
| 28 |
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $13K | – | – | – |
|
| 29 |
PFGIA
29
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $8K | – | – | – |
|
| 30 |
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | – | – | – |
|
| 31 |
THWM
31
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $5K | – | – | – |
|
| 32 |
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $3K | – | – | – |
|
| 33 |
TRCT
33
Tower Research Capital (TRC)
New York
| $1K | -$2.41K | -131 | -66% |
|
| 34 |
PFBT
34
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
| 35 |
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$299K | -17,178 | Closed |
|
| 36 |
WAM
36
Wolverine Asset Management
Chicago,
Illinois
| – | -$254K | -14,591 | Closed |
|
| 37 |
PCG
37
Private Capital Group
West Hartford,
Connecticut
| – | -$10K | -555 | Closed |
|
| 38 |
IA
38
IFP Advisors
Tampa,
Florida
| – | -$10K | -550 | Closed |
|