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INSI

Insight Select Income Fund
INSI

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17.4M +$4.71M +252,717 +38%
SIA
2
Sit Investment Associates
Minnesota
$14.3M -$6.36M -341,443 -31%
KIM
3
Karpus Investment Management
New York
$7.56M +$7.54M +404,829 New
MRCM
4
M&R Capital Management
New Jersey
$2.98M -$36.3K -1,950 -1%
Invesco
5
Invesco
Georgia
$1.74M -$548K -29,420 -24%
GC
6
Guggenheim Capital
Illinois
$1.22M +$41.6K +2,233 +4%
PMG
7
ProVise Management Group
Florida
$1.14M +$69.5K +3,727 +7%
WA
8
WealthTrust Axiom
Pennsylvania
$767K – – –
UCI
9
Uncommon Cents Investing
Wisconsin
$681K – – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$527K -$3.26K -175 -0.6%
Morgan Stanley
11
Morgan Stanley
New York
$524K -$14.5K -777 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$455K +$65.9K +3,534 +17%
DA
13
Doliver Advisors
Texas
$425K +$418K +22,448 New
LCM
14
Landscape Capital Management
New Jersey
$387K +$381K +20,460 New
Bank of America
15
Bank of America
North Carolina
$373K -$36.5K -1,960 -9%
SMH
16
Sanders Morris Harris
Texas
$373K – – –
RJA
17
Raymond James & Associates
Florida
$359K +$353K +18,957 New
LPL Financial
18
LPL Financial
California
$331K +$3.17K +170 +1%
WAM
19
Wolverine Asset Management
Illinois
$264K +$261K +13,988 New
UBS Group
20
UBS Group
Switzerland
$244K -$1.33M -71,604 -85%
DAS
21
Dynamic Advisor Solutions
Arizona
$231K -$19.4K -1,040 -8%
BS
22
Boenning & Scattergood
Pennsylvania
$219K +$216K +11,573 New
Stifel Financial
23
Stifel Financial
Missouri
$202K -$54K -2,895 -21%
PVWM
24
Point View Wealth Management
New Jersey
$193K -$10.8K -578 -5%
GHAM
25
Gilman Hill Asset Management
Connecticut
$189K +$186K +10,000 New
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