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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
$24.2M +$2.09M +112,649 +9%
1CP
2
1607 Capital Partners
Virginia
$12.4M +$12.9M +692,365 New
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$4.53M +$170K +9,134 +4%
Invesco
4
Invesco
Georgia
$2.35M +$61.4K +3,305 +3%
Wells Fargo
5
Wells Fargo
California
$2.33M -$5.32M -285,976 -69%
AUB
6
Atlantic Union Bankshares
Virginia
$1.45M -$20.4K -1,100 -1%
MRCM
7
M&R Capital Management
New Jersey
$1.39M -$335K -18,027 -19%
KIM
8
Karpus Investment Management
New York
$1.12M +$938K +50,448 +417%
GC
9
Guggenheim Capital
Illinois
$1.1M +$112K +6,036 +11%
WAM
10
Wolverine Asset Management
Illinois
$973K +$1.01M +54,496 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$701K +$14.5K +779 +2%
WA
12
WealthTrust Axiom
Pennsylvania
$673K
UCI
13
Uncommon Cents Investing
Wisconsin
$569K +$22.2K +1,195 +4%
RJA
14
Raymond James & Associates
Florida
$447K +$446 +24 +0.1%
LSC
15
Logan Stone Capital
Illinois
$423K +$440K +23,675 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$380K -$11.2K -600 -3%
SMH
17
Sanders Morris Harris
Texas
$353K
PMG
18
ProVise Management Group
Florida
$338K -$1.06M -57,074 -75%
WDG
19
Wealth Dimensions Group
Ohio
$334K -$9.29K -500 -3%
GCP
20
Gill Capital Partners
Colorado
$333K
Morgan Stanley
21
Morgan Stanley
New York
$304K -$12K -643 -4%
LPL Financial
22
LPL Financial
California
$267K -$91.1K -4,900 -25%
H6H
23
Hightower 6M Holding
Kansas
$263K +$273K +14,694 New
RCM
24
Rivernorth Capital Management
Florida
$242K +$252K +13,568 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$216K +$225K +12,113 New