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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
| $113K | -$1.26K | -79 | -1% |
|
| 27 |
27
Osaic Holdings
Scottsdale,
Arizona
| $86.2K | +$6.57K | +412 | +9% |
|
| 28 |
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $58K | – | – | – |
|
| 29 |
29
US Bancorp
Minneapolis,
Minnesota
| $54.1K | – | – | – |
|
| 30 |
30
Bank of America
Charlotte,
North Carolina
| $51.6K | +$16.8K | +1,055 | +51% |
|
| 31 |
31
Jones Financial Companies
Des Peres,
Missouri
| $23K | +$22.3K | +1,397 | New |
|
| 32 |
HI
32
Harbour Investments
Madison,
Wisconsin
| $5.61K | – | – | – |
|
| 33 |
PFA
33
Pathway Financial Advisers
Auburn,
Indiana
| $1.52K | -$207 | -13 | -12% |
|
| 34 |
TFGT
34
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
| 35 |
SSB
35
Sandy Spring Bank
Olney,
Maryland
| $33 | +$32 | +2 | New |
|
| 36 |
TJHA
36
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$355K | -22,200 | Closed |
|
| 37 |
37
JP Morgan Chase
New York
| – | -$45.7K | -2,862 | Closed |
|