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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
$33.2M +$2.3M +149,234 +7%
1CP
2
1607 Capital Partners
Virginia
$19.6M
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.77M +$701K +45,504 +10%
KIM
4
Karpus Investment Management
New York
$7.44M +$2.68M +174,018 +54%
SIA
5
SeaBridge Investment Advisors
New Jersey
$2.11M +$123K +7,956 +6%
GC
6
Guggenheim Capital
Illinois
$935K +$125K +8,116 +15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$624K -$10.6K -686 -2%
AA
8
AQR Arbitrage
Connecticut
$608K +$60.5K +3,932 +11%
MRCM
9
M&R Capital Management
New Jersey
$543K -$6.16K -400 -1%
AUB
10
Atlantic Union Bankshares
Virginia
$512K -$105K -6,825 -17%
WA
11
WealthTrust Axiom
Pennsylvania
$469K
Wells Fargo
12
Wells Fargo
California
$422K -$48.6K -3,157 -10%
UCI
13
Uncommon Cents Investing
Wisconsin
$421K -$27.7K -1,800 -6%
ACP
14
Aviance Capital Partners
Florida
$336K +$344K +22,336 New
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$334K -$1.33M -86,566 -80%
RJA
16
Raymond James & Associates
Florida
$325K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$314K
GCP
18
Gill Capital Partners
Colorado
$237K
TPW
19
Transatlantique Private Wealth
New York
$231K +$5.21K +338 +2%
WDG
20
Wealth Dimensions Group
Ohio
$223K
LPL Financial
21
LPL Financial
California
$210K +$200 +13 +0.1%
Morgan Stanley
22
Morgan Stanley
New York
$190K -$1.59K -103 -0.8%
DWM
23
Dakota Wealth Management
Florida
$178K +$182K +11,850 New
Osaic Holdings
24
Osaic Holdings
Arizona
$134K +$58.7K +3,813 +75%
UBS Group
25
UBS Group
Switzerland
$94.1K +$10.3K +671 +12%