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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
$20.1M +$1.69M +83,709 +9%
Wells Fargo
2
Wells Fargo
California
$17.1M +$451K +22,340 +3%
KIM
3
Karpus Investment Management
New York
$12.9M -$3.02M -149,550 -19%
MRCM
4
M&R Capital Management
New Jersey
$2.6M
PMG
5
ProVise Management Group
Florida
$1.21M +$113K +5,590 +10%
GC
6
Guggenheim Capital
Illinois
$1.19M +$38.4K +1,905 +3%
WA
7
WealthTrust Axiom
Pennsylvania
$787K -$1.01K -50 -0.1%
UCI
8
Uncommon Cents Investing
Wisconsin
$668K -$14.1K -700 -2%
SFS
9
Shaker Financial Services
Virginia
$658K +$663K +32,831 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$528K +$969 +48 +0.2%
SMH
11
Sanders Morris Harris
Texas
$379K
RJA
12
Raymond James & Associates
Florida
$295K -$7.95K -394 -3%
UBS Group
13
UBS Group
Switzerland
$291K +$73.7K +3,650 +34%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$282K +$61.8K +3,060 +28%
LPL Financial
15
LPL Financial
California
$280K +$3.33K +165 +1%
Morgan Stanley
16
Morgan Stanley
New York
$253K -$8.6K -426 -3%
SWP
17
Stratos Wealth Partners
Ohio
$250K +$20.8K +1,032 +9%
Bank of America
18
Bank of America
North Carolina
$209K +$65.7K +3,255 +45%
AG
19
Advisor Group
Arizona
$208K +$35.4K +1,752 +20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$96K -$3.59K -178 -4%
US Bancorp
21
US Bancorp
Minnesota
$71K
AWA
22
Arkadios Wealth Advisors
Georgia
$54.7K +$53.5K +2,653 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$53K -$29.1K -1,444 -35%
APA
24
American Portfolios Advisors
New York
$52.1K +$52.5K +2,600 New
AF
25
Advisornet Financial
Minnesota
$39K