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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
$22M +$958K +47,731 +5%
Wells Fargo
2
Wells Fargo
California
$13M +$504K +25,119 +4%
MRCM
3
M&R Capital Management
New Jersey
$3.21M -$10K -500 -0.3%
Invesco
4
Invesco
Georgia
$2.4M -$101K -5,039 -4%
UBS Group
5
UBS Group
Switzerland
$1.65M +$53.9K +2,684 +3%
GC
6
Guggenheim Capital
Illinois
$1.26M +$56.5K +2,815 +5%
PMG
7
ProVise Management Group
Florida
$1.08M +$27.1K +1,350 +3%
WA
8
WealthTrust Axiom
Pennsylvania
$806K +$10K +500 +1%
UCI
9
Uncommon Cents Investing
Wisconsin
$710K +$716K +35,680 New
Morgan Stanley
10
Morgan Stanley
New York
$587K -$20.7K -1,032 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$557K +$281 +14 +0.1%
Bank of America
12
Bank of America
North Carolina
$412K -$12.7K -631 -3%
SMH
13
Sanders Morris Harris
Texas
$393K
LPL Financial
14
LPL Financial
California
$279K +$59.4K +2,961 +27%
Stifel Financial
15
Stifel Financial
Missouri
$275K +$17.8K +889 +7%
DAS
16
Dynamic Advisor Solutions
Arizona
$255K +$257K +12,790 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$146K +$91.8K +4,574 +166%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$108K -$11.1K -554 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$81K +$11.6K +579 +17%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$72K
US Bancorp
21
US Bancorp
Minnesota
$60K
Citigroup
22
Citigroup
New York
$42K
SWP
23
Stratos Wealth Partners
Ohio
$16K +$16.3K +811 New
CTC
24
Central Trust Company
Missouri
$15K
GWM
25
Geneos Wealth Management
Colorado
$14K -$1.5K -75 -9%