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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 |
CTC
26
Central Trust Company
Jefferson City,
Missouri
| $14K | – | – | – |
|
| 27 |
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $14K | – | – | – |
|
| 28 |
PCG
28
Private Capital Group
West Hartford,
Connecticut
| $11K | +$10.6K | +555 | New |
|
| 29 |
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
| 30 |
THWM
30
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $6K | – | – | – |
|
| 31 |
PFGIA
31
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | -$4.2K | -220 | -52% |
|
| 32 |
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $3K | – | – | – |
|
| 33 |
PFBT
33
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
| 34 |
DAS
34
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$199K | -10,369 | Closed |
|
| 35 |
35
Citigroup
New York
| – | -$40K | -2,106 | Closed |
|
| 36 |
TRCT
36
Tower Research Capital (TRC)
New York
| – | -$1K | -69 | Closed |
|