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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 |
1CP
26
1607 Capital Partners
Richmond,
Virginia
| $67K | +$69.1K | +3,187 | New |
|
| 27 |
27
US Bancorp
Minneapolis,
Minnesota
| $63K | – | – | – |
|
| 28 |
APA
28
American Portfolios Advisors
Holbrook,
New York
| $59.7K | – | – | – |
|
| 29 |
CTC
29
Central Trust Company
Jefferson City,
Missouri
| $15K | – | – | – |
|
| 30 |
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $15K | – | – | – |
|
| 31 |
31
Citigroup
New York
| $15K | +$15.9K | +735 | New |
|
| 32 |
32
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
| 33 |
TRCT
33
Tower Research Capital (TRC)
New York
| $2K | +$2.17K | +100 | New |
|
| 34 |
PFBT
34
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
| 35 |
SFS
35
Shaker Financial Services
Arlington,
Virginia
| – | -$238K | -11,000 | Closed |
|
| 36 |
36
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7K | -305 | Closed |
|
| 37 |
ASN
37
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -160 | Closed |
|