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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
$31.6M +$1.33M +84,415 +4%
1CP
2
1607 Capital Partners
Virginia
$20.7M -$270K -17,125 -1%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.49M +$354K +22,407 +6%
KIM
4
Karpus Investment Management
New York
$4.78M +$612K +38,777 +15%
SIA
5
SeaBridge Investment Advisors
New Jersey
$1.99M +$1.98M +125,362 New
GC
6
Guggenheim Capital
Illinois
$820K +$29.6K +1,879 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$669K +$505 +32 +0.1%
AUB
8
Atlantic Union Bankshares
Virginia
$643K -$30K -1,900 -4%
MRCM
9
M&R Capital Management
New Jersey
$580K -$15.8K -1,000 -3%
AA
10
AQR Arbitrage
Connecticut
$567K -$5.47K -347 -1%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$558K +$554K +35,142 New
WA
12
WealthTrust Axiom
Pennsylvania
$495K -$31.6K -2,000 -6%
Wells Fargo
13
Wells Fargo
California
$488K -$1.07M -67,584 -69%
UCI
14
Uncommon Cents Investing
Wisconsin
$474K -$31.6K -2,000 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$421K +$418K +26,520 New
RJA
16
Raymond James & Associates
Florida
$346K -$19.2K -1,216 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$331K -$63 -4 -0%
SMH
18
Sanders Morris Harris
Texas
$313K
GCP
19
Gill Capital Partners
Colorado
$251K -$994 -63 -0.4%
WDG
20
Wealth Dimensions Group
Ohio
$236K -$58.1K -3,681 -20%
Morgan Stanley
21
Morgan Stanley
New York
$231K +$23.7K +1,500 +12%
TPW
22
Transatlantique Private Wealth
New York
$216K +$215K +13,604 New
LPL Financial
23
LPL Financial
California
$202K +$32.4K +2,054 +19%
GHAM
24
Gilman Hill Asset Management
Connecticut
$193K +$33.4K +2,114 +21%
UBS Group
25
UBS Group
Switzerland
$144K -$30.4K -1,926 -17%