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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
$32.2M +$1.04M +66,344 +3%
1CP
2
1607 Capital Partners
Virginia
$20.4M
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.37M +$986K +62,695 +15%
KIM
4
Karpus Investment Management
New York
$5.02M +$311K +19,751 +7%
SIA
5
SeaBridge Investment Advisors
New Jersey
$2.07M +$111K +7,053 +6%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.7M +$1.16M +73,624 +210%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$862K +$450K +28,602 +108%
GC
8
Guggenheim Capital
Illinois
$846K +$38.6K +2,456 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$660K +$1.12K +71 +0.2%
AUB
10
Atlantic Union Bankshares
Virginia
$640K +$6.29K +400 +1%
AA
11
AQR Arbitrage
Connecticut
$571K +$13.2K +836 +2%
MRCM
12
M&R Capital Management
New Jersey
$571K -$393 -25 -0.1%
Wells Fargo
13
Wells Fargo
California
$489K +$7.87K +500 +2%
WA
14
WealthTrust Axiom
Pennsylvania
$488K
UCI
15
Uncommon Cents Investing
Wisconsin
$467K
RJA
16
Raymond James & Associates
Florida
$339K -$1.89K -120 -0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$327K
SMH
18
Sanders Morris Harris
Texas
$309K
GCP
19
Gill Capital Partners
Colorado
$247K
TPW
20
Transatlantique Private Wealth
New York
$235K +$22.2K +1,409 +10%
WDG
21
Wealth Dimensions Group
Ohio
$232K
LPL Financial
22
LPL Financial
California
$218K +$19.1K +1,216 +10%
Morgan Stanley
23
Morgan Stanley
New York
$199K -$28.1K -1,785 -12%
UBS Group
24
UBS Group
Switzerland
$87.5K -$55K -3,495 -38%
Osaic Holdings
25
Osaic Holdings
Arizona
$79.6K -$2.6K -165 -3%