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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
$18.8M +$748K +37,382 +4%
Wells Fargo
2
Wells Fargo
California
$17.1M -$6.98M -348,857 -30%
KIM
3
Karpus Investment Management
New York
$16.3M +$6.81M +340,642 +75%
MRCM
4
M&R Capital Management
New Jersey
$2.66M -$40K -2,000 -2%
Invesco
5
Invesco
Georgia
$2.38M -$154K -7,688 -6%
GC
6
Guggenheim Capital
Illinois
$1.18M +$63.3K +3,164 +6%
PMG
7
ProVise Management Group
Florida
$1.12M -$40.2K -2,009 -4%
WA
8
WealthTrust Axiom
Pennsylvania
$806K
UCI
9
Uncommon Cents Investing
Wisconsin
$698K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$539K +$300 +15 +0.1%
SMH
11
Sanders Morris Harris
Texas
$404K
LCM
12
Landscape Capital Management
New Jersey
$318K -$30.3K -1,513 -9%
RJA
13
Raymond James & Associates
Florida
$310K -$3.36K -168 -1%
LPL Financial
14
LPL Financial
California
$283K
Morgan Stanley
15
Morgan Stanley
New York
$268K -$44.6K -2,229 -15%
SWP
16
Stratos Wealth Partners
Ohio
$235K +$229K +11,452 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$226K +$220K +11,018 New
UBS Group
18
UBS Group
Switzerland
$222K -$52.8K -2,640 -20%
AG
19
Advisor Group
Arizona
$177K -$4.2K -210 -2%
Bank of America
20
Bank of America
North Carolina
$148K +$55.7K +2,786 +63%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$102K +$23.6K +1,178 +31%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$84K +$12.5K +626 +18%
US Bancorp
23
US Bancorp
Minnesota
$72K +$660 +33 +0.9%
AF
24
Advisornet Financial
Minnesota
$40K +$38.9K +1,945 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$23K -$3.18K -159 -13%