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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
Wells Fargo
1
Wells Fargo
California
$20.3M +$3.12M +175,015 +18%
SIA
2
Sit Investment Associates
Minnesota
$14.1M +$1.07M +60,353 +8%
KIM
3
Karpus Investment Management
New York
$9.22M +$1.99M +111,546 +27%
MRCM
4
M&R Capital Management
New Jersey
$2.39M -$299K -16,800 -11%
Invesco
5
Invesco
Georgia
$1.89M -$228K -12,825 -11%
PMG
6
ProVise Management Group
Florida
$943K -$101K -5,655 -9%
GC
7
Guggenheim Capital
Illinois
$829K -$332K -18,661 -28%
WA
8
WealthTrust Axiom
Pennsylvania
$706K
UCI
9
Uncommon Cents Investing
Wisconsin
$608K -$19.4K -1,090 -3%
GCP
10
Gill Capital Partners
Colorado
$580K +$511K +28,710 New
LCM
11
Landscape Capital Management
New Jersey
$475K +$297K +16,658 +157%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$462K -$22.7K -1,275 -5%
SMH
13
Sanders Morris Harris
Texas
$344K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$299K +$57.3K +3,218 +23%
Morgan Stanley
15
Morgan Stanley
New York
$269K -$125K -7,047 -31%
RJA
16
Raymond James & Associates
Florida
$267K -$21.4K -1,200 -7%
UBS Group
17
UBS Group
Switzerland
$263K +$21.8K +1,226 +9%
LPL Financial
18
LPL Financial
California
$262K -$45.5K -2,556 -15%
WAM
19
Wolverine Asset Management
Illinois
$254K +$101K +5,654 +63%
Bank of America
20
Bank of America
North Carolina
$236K -$69.3K -3,893 -22%
DAS
21
Dynamic Advisor Solutions
Arizona
$199K -$6.96K -391 -3%
BS
22
Boenning & Scattergood
Pennsylvania
$180K +$1.99K +112 +1%
PVWM
23
Point View Wealth Management
New Jersey
$178K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$110K -$35.6K -2,000 -24%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$66K