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INSI

Insight Select Income Fund
INSI

Delisted

INSI was delisted on the 31st of January, 2025.

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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.4M +$3.45M +214,537 +14%
1CP
2
1607 Capital Partners
Virginia
$17.1M +$2.1M +130,400 +13%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$4.91M +$1.07M +66,183 +26%
Wells Fargo
4
Wells Fargo
California
$1.7M -$208K -12,888 -10%
KIM
5
Karpus Investment Management
New York
$1.38M -$24.7K -1,531 -2%
AUB
6
Atlantic Union Bankshares
Virginia
$1.02M -$53.2K -3,304 -5%
WAM
7
Wolverine Asset Management
Illinois
$1.01M +$116K +7,212 +12%
GC
8
Guggenheim Capital
Illinois
$769K -$40K -2,484 -5%
MRCM
9
M&R Capital Management
New Jersey
$735K -$469K -29,100 -38%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$641K +$13.8K +859 +2%
WA
11
WealthTrust Axiom
Pennsylvania
$548K -$16.1K -1,000 -3%
PHS
12
Pekin Hardy Strauss
Illinois
$526K +$551K +34,233 New
UCI
13
Uncommon Cents Investing
Wisconsin
$489K – – –
AA
14
AQR Arbitrage
Connecticut
$435K +$126K +7,801 +38%
LSC
15
Logan Stone Capital
Illinois
$399K +$38.3K +2,377 +10%
RJA
16
Raymond James & Associates
Florida
$353K +$16 +1 +0%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$323K -$7.73K -480 -2%
SMH
18
Sanders Morris Harris
Texas
$303K – – –
WDG
19
Wealth Dimensions Group
Ohio
$285K – – –
GCP
20
Gill Capital Partners
Colorado
$284K -$2.09K -130 -0.7%
Morgan Stanley
21
Morgan Stanley
New York
$216K -$80.9K -5,023 -26%
LPL Financial
22
LPL Financial
California
$164K +$10.3K +639 +6%
UBS Group
23
UBS Group
Switzerland
$82K -$70.4K -4,370 -45%
Osaic Holdings
24
Osaic Holdings
Arizona
$78K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$56K – – –
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