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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 |
APA
26
American Portfolios Advisors
Holbrook,
New York
| $63.9K | – | – | – |
|
| 27 |
SC
27
Steph & Co
Marinette,
Wisconsin
| $51K | +$48.8K | +2,250 | New |
|
| 28 |
FAG
28
Fortitude Advisory Group
Gig Harbor,
Washington
| $26K | +$24.7K | +1,139 | New |
|
| 29 |
CTC
29
Central Trust Company
Jefferson City,
Missouri
| $16K | – | – | – |
|
| 30 |
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $16K | – | – | – |
|
| 31 |
31
Fifth Third Bancorp
Cincinnati,
Ohio
| $8K | – | – | – |
|
| 32 |
PFBT
32
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
| 33 |
TFGT
33
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | +$1.08K | +50 | New |
|
| 34 |
AWA
34
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$174K | -8,295 | Closed |
|
| 35 |
WAM
35
Wolverine Asset Management
Chicago,
Illinois
| – | -$135K | -6,453 | Closed |
|
| 36 |
1CP
36
1607 Capital Partners
Richmond,
Virginia
| – | -$67K | -3,187 | Closed |
|
| 37 |
37
Citigroup
New York
| – | -$15K | -735 | Closed |
|
| 38 |
TRCT
38
Tower Research Capital (TRC)
New York
| – | -$2K | -100 | Closed |
|