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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
$22.3M -$295K -14,283 -1%
Wells Fargo
2
Wells Fargo
California
$16.2M -$1M -48,606 -6%
KIM
3
Karpus Investment Management
New York
$7.01M +$344K +16,673 +5%
MRCM
4
M&R Capital Management
New Jersey
$2.38M -$4.13K -200 -0.2%
Invesco
5
Invesco
Georgia
$1.99M -$202K -9,775 -9%
PMG
6
ProVise Management Group
Florida
$1.56M +$278K +13,452 +21%
GC
7
Guggenheim Capital
Illinois
$968K -$75.1K -3,640 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$747K +$33.7K +1,635 +5%
WA
9
WealthTrust Axiom
Pennsylvania
$722K -$41.3K -2,000 -5%
UCI
10
Uncommon Cents Investing
Wisconsin
$679K -$20.6K -1,000 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$515K -$1.49K -72 -0.3%
GCP
12
Gill Capital Partners
Colorado
$455K +$21 +1 +0%
SMH
13
Sanders Morris Harris
Texas
$400K
LPL Financial
14
LPL Financial
California
$384K -$28.6K -1,387 -7%
Morgan Stanley
15
Morgan Stanley
New York
$285K +$96.9K +4,693 +50%
UBS Group
16
UBS Group
Switzerland
$280K +$40.6K +1,967 +17%
RJA
17
Raymond James & Associates
Florida
$242K -$21.6K -1,049 -8%
AUB
18
Atlantic Union Bankshares
Virginia
$224K +$228K +11,050 New
BS
19
Boenning & Scattergood
Pennsylvania
$209K +$1.9K +92 +0.9%
Osaic Holdings
20
Osaic Holdings
Arizona
$114K +$55.6K +2,694 +90%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$77K
APA
22
American Portfolios Advisors
New York
$62.7K
US Bancorp
23
US Bancorp
Minnesota
$61K
Bank of America
24
Bank of America
North Carolina
$57K -$82.7K -4,007 -59%
AF
25
Advisornet Financial
Minnesota
$39K