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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
$23.8M -$20.7K -1,083 -0.1%
SIA
2
Sit Investment Associates
Minnesota
$17.7M +$553K +28,986 +3%
KIM
3
Karpus Investment Management
New York
$9.15M -$774K -40,564 -8%
MRCM
4
M&R Capital Management
New Jersey
$2.65M -$53.4K -2,800 -2%
Invesco
5
Invesco
Georgia
$2.49M +$124K +6,521 +6%
PMG
6
ProVise Management Group
Florida
$1.14M -$20K -1,050 -2%
GC
7
Guggenheim Capital
Illinois
$1.1M +$4.5K +236 +0.4%
WA
8
WealthTrust Axiom
Pennsylvania
$792K -$22.9K -1,200 -3%
UCI
9
Uncommon Cents Investing
Wisconsin
$686K -$15.8K -830 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$530K +$7.61K +399 +2%
SMH
11
Sanders Morris Harris
Texas
$397K
LCM
12
Landscape Capital Management
New Jersey
$343K -$199K -10,407 -38%
RJA
13
Raymond James & Associates
Florida
$308K -$897 -47 -0.3%
Morgan Stanley
14
Morgan Stanley
New York
$308K +$39.9K +2,091 +16%
LPL Financial
15
LPL Financial
California
$278K -$16.5K -866 -6%
UBS Group
16
UBS Group
Switzerland
$272K +$29.8K +1,562 +13%
BS
17
Boenning & Scattergood
Pennsylvania
$210K +$1.03K +54 +0.5%
PVWM
18
Point View Wealth Management
New Jersey
$205K
AG
19
Advisor Group
Arizona
$178K +$155K +8,148 +1,148%
Bank of America
20
Bank of America
North Carolina
$89K +$267 +14 +0.3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$77K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$70K -$6.68K -350 -9%
US Bancorp
23
US Bancorp
Minnesota
$70K +$9.54K +500 +17%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$25K -$29.5K -1,545 -55%
CL
25
CSS LLC
Illinois
$18K +$17.2K +900 New