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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 |
AWA
26
Arkadios Wealth Advisors
Atlanta,
Georgia
| $59K | -$898 | -43 | -1% |
|
| 27 |
APA
27
American Portfolios Advisors
Holbrook,
New York
| $58.2K | -$5.3K | -254 | -8% |
|
| 28 |
CTC
28
Central Trust Company
Jefferson City,
Missouri
| $15K | – | – | – |
|
| 29 |
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $14K | – | – | – |
|
| 30 |
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
| 31 |
TRCT
31
Tower Research Capital (TRC)
New York
| $3K | +$3.44K | +165 | New |
|
| 32 |
PFBT
32
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
| 33 |
KAS
33
Kestra Advisory Services
Austin,
Texas
| – | -$3.85M | -181,290 | Closed |
|
| 34 |
BS
34
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| – | -$229K | -10,726 | Closed |
|
| 35 |
35
Citigroup
New York
| – | -$60K | -2,827 | Closed |
|
| 36 |
CB
36
Community Bank
Dewitt,
New York
| – | -$5K | -240 | Closed |
|
| 37 |
AIM
37
Anchor Investment Management
Columbia,
South Carolina
| – | -$3.5K | -164 | Closed |
|
| 38 |
ASN
38
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -160 | Closed |
|