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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
$26.6M +$242K +11,150 +0.9%
Wells Fargo
2
Wells Fargo
California
$15.7M -$1.69M -77,914 -9%
Invesco
3
Invesco
Georgia
$2.79M -$29.8K -1,376 -1%
MRCM
4
M&R Capital Management
New Jersey
$2.17M -$152K -7,020 -6%
PMG
5
ProVise Management Group
Florida
$1.66M -$248K -11,445 -13%
AUB
6
Atlantic Union Bankshares
Virginia
$1.55M +$162K +7,452 +11%
GC
7
Guggenheim Capital
Illinois
$1.1M +$24.5K +1,128 +2%
WA
8
WealthTrust Axiom
Pennsylvania
$790K
RJFSA
9
Raymond James Financial Services Advisors
Florida
$789K +$41.2K +1,900 +5%
UCI
10
Uncommon Cents Investing
Wisconsin
$683K -$11.3K -520 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$496K +$43 +2 +0%
RJA
12
Raymond James & Associates
Florida
$455K +$122K +5,643 +35%
LPL Financial
13
LPL Financial
California
$433K +$51.1K +2,357 +13%
SMH
14
Sanders Morris Harris
Texas
$414K
WDG
15
Wealth Dimensions Group
Ohio
$405K
GCP
16
Gill Capital Partners
Colorado
$404K
Morgan Stanley
17
Morgan Stanley
New York
$394K -$11.2K -516 -3%
KIM
18
Karpus Investment Management
New York
$254K +$262K +12,100 New
SWP
19
Stratos Wealth Partners
Ohio
$201K -$7.22K -333 -3%
UBS Group
20
UBS Group
Switzerland
$200K -$109K -5,005 -35%
AWA
21
Arkadios Wealth Advisors
Georgia
$174K -$9.85K -454 -5%
WAM
22
Wolverine Asset Management
Illinois
$135K -$140K -6,444 -50%
Osaic Holdings
23
Osaic Holdings
Arizona
$107K +$3.08K +142 +3%
Bank of America
24
Bank of America
North Carolina
$88K -$22 -1 -0%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$77K -$6.88K -317 -8%