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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
UBS Group
Zurich,
Switzerland
| $111K | +$10.3K | +679 | +11% |
|
| 27 |
27
Osaic Holdings
Scottsdale,
Arizona
| $76.4K | -$61.9K | -4,092 | -46% |
|
| 28 |
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $56K | -$1.78K | -118 | -3% |
|
| 29 |
29
US Bancorp
Minneapolis,
Minnesota
| $52.4K | +$499 | +33 | +1% |
|
| 30 |
30
JP Morgan Chase
New York
| $45.7K | +$14K | +928 | +48% |
|
| 31 |
31
Bank of America
Charlotte,
North Carolina
| $33.1K | +$31.4K | +2,074 | New |
|
| 32 |
HI
32
Harbour Investments
Madison,
Wisconsin
| $5.43K | – | – | – |
|
| 33 |
PFA
33
Pathway Financial Advisers
Auburn,
Indiana
| $1.68K | – | – | – |
|
| 34 |
TFGT
34
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
| 35 |
WAM
35
Wolverine Asset Management
Chicago,
Illinois
| – | -$66.9K | -4,449 | Closed |
|
| 36 |
CTC
36
Central Trust Company
Jefferson City,
Missouri
| – | -$7.77K | -517 | Closed |
|
| 37 |
IA
37
IFP Advisors
Tampa,
Florida
| – | -$3.34K | -222 | Closed |
|