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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
LPL Financial
San Diego,
California
| $164K | -$26.5K | -1,647 | -14% |
|
| 27 |
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| $156K | +$154K | +9,586 | New |
|
| 28 |
28
Morgan Stanley
New York
| $147K | -$6.48K | -402 | -4% |
|
| 29 |
29
UBS Group
Zurich,
Switzerland
| $134K | +$21.8K | +1,352 | +20% |
|
| 30 |
30
Osaic Holdings
Scottsdale,
Arizona
| $112K | +$26.7K | +1,656 | +32% |
|
| 31 |
31
US Bancorp
Minneapolis,
Minnesota
| $66.4K | +$12.6K | +784 | +24% |
|
| 32 |
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $57K | – | – | – |
|
| 33 |
33
Bank of America
Charlotte,
North Carolina
| $35.7K | -$15.2K | -944 | -30% |
|
| 34 |
HI
34
Harbour Investments
Madison,
Wisconsin
| $5.55K | – | – | – |
|
| 35 |
TFGT
35
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
| 36 |
AF
36
Allworth Financial
Folsom,
California
| $410 | +$403 | +25 | New |
|
| 37 |
PFA
37
Pathway Financial Advisers
Auburn,
Indiana
| – | -$1.52K | -92 | Closed |
|
| 38 |
SSB
38
Sandy Spring Bank
Olney,
Maryland
| – | -$33 | -2 | Closed |
|