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INSI

Insight Select Income Fund

Delisted

INSI was delisted on the 31st of January, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$21.3M +$972K +48,598 +5%
Wells Fargo
2
Wells Fargo
California
$12.6M +$2.8M +140,253 +29%
MRCM
3
M&R Capital Management
New Jersey
$3.25M
Invesco
4
Invesco
Georgia
$2.53M -$88.2K -4,410 -3%
UBS Group
5
UBS Group
Switzerland
$1.61M +$83.8K +4,192 +6%
GC
6
Guggenheim Capital
Illinois
$1.21M -$54.5K -2,724 -4%
PMG
7
ProVise Management Group
Florida
$1.06M +$376K +18,795 +55%
WA
8
WealthTrust Axiom
Pennsylvania
$805K
SI
9
SII Investments
Wisconsin
$738K -$16K -800 -2%
Morgan Stanley
10
Morgan Stanley
New York
$613K -$3.7K -185 -0.6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$562K -$60.1K -3,004 -10%
Bank of America
12
Bank of America
North Carolina
$429K -$17.8K -889 -4%
SMH
13
Sanders Morris Harris
Texas
$396K
Stifel Financial
14
Stifel Financial
Missouri
$260K +$42.8K +2,143 +20%
LPL Financial
15
LPL Financial
California
$222K +$4.78K +239 +2%
PVWM
16
Point View Wealth Management
New Jersey
$219K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$119K
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$72K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$70K +$3K +150 +4%
FHA
20
First Horizon Advisors
Tennessee
$60K
US Bancorp
21
US Bancorp
Minnesota
$60K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$55K
Citigroup
23
Citigroup
New York
$42K -$403K -20,168 -91%
NFG
24
Next Financial Group
Texas
$26K
IA
25
IFP Advisors
Florida
$24K