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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
$28.8M +$1.91M +125,962 +7%
1CP
2
1607 Capital Partners
Virginia
$19.9M +$3.12M +205,600 +18%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$5.84M +$1.01M +66,788 +21%
KIM
4
Karpus Investment Management
New York
$3.97M +$2.62M +172,637 +192%
Wells Fargo
5
Wells Fargo
California
$1.49M -$184K -12,116 -11%
GC
6
Guggenheim Capital
Illinois
$752K -$4.37K -288 -0.6%
AUB
7
Atlantic Union Bankshares
Virginia
$641K -$366K -24,139 -36%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$636K +$5.58K +368 +0.9%
MRCM
9
M&R Capital Management
New Jersey
$567K -$156K -10,300 -22%
AA
10
AQR Arbitrage
Connecticut
$544K +$117K +7,733 +27%
WA
11
WealthTrust Axiom
Pennsylvania
$502K -$37.9K -2,500 -7%
UCI
12
Uncommon Cents Investing
Wisconsin
$481K
RJA
13
Raymond James & Associates
Florida
$347K +$45 +3 +0%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$315K -$2.21K -146 -0.7%
SMH
15
Sanders Morris Harris
Texas
$298K
LSC
16
Logan Stone Capital
Illinois
$292K -$100K -6,598 -25%
WDG
17
Wealth Dimensions Group
Ohio
$280K
GCP
18
Gill Capital Partners
Colorado
$240K -$39.9K -2,629 -14%
Morgan Stanley
19
Morgan Stanley
New York
$197K -$16K -1,054 -7%
UBS Group
20
UBS Group
Switzerland
$166K +$85.9K +5,663 +106%
LPL Financial
21
LPL Financial
California
$162K +$516 +34 +0.3%
GHAM
22
Gilman Hill Asset Management
Connecticut
$151K +$152K +10,011 New
WAM
23
Wolverine Asset Management
Illinois
$94.6K -$903K -59,557 -90%
Osaic Holdings
24
Osaic Holdings
Arizona
$79K +$2.5K +165 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$55K