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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 |
26
Osaic Holdings
Scottsdale,
Arizona
| $59K | +$6.11K | +318 | +12% |
|
| 27 |
PAG
27
Private Advisor Group
Morristown,
New Jersey
| $58K | +$56.7K | +2,950 | New |
|
| 28 |
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $38K | – | – | – |
|
| 29 |
CTC
29
Central Trust Company
Jefferson City,
Missouri
| $14K | – | – | – |
|
| 30 |
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $14K | – | – | – |
|
| 31 |
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $10K | +$3.21K | +167 | +48% |
|
| 32 |
32
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
| 33 |
THWM
33
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $6K | +$5.48K | +285 | New |
|
| 34 |
WAM
34
Wolverine Asset Management
Chicago,
Illinois
| $3K | +$3.84K | +200 | New |
|
| 35 |
PFBT
35
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
| 36 |
TRCT
36
Tower Research Capital (TRC)
New York
| $1K | +$1.34K | +70 | New |
|
| 37 |
AWA
37
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$52.4K | -2,653 | Closed |
|
| 38 |
ASN
38
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -160 | Closed |
|