Arkadios Wealth Advisors Insight Select Income Fund Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$20.71 - $22.94 $171,789 - $190,287	-8,295 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$20.93 - $22.82 $9,502 - $10,360	-454 Reduced 5.19%	8,295 $174,000
Q2 2021 Jul 28, 2021	BUY	$19.9 - $21.66 $115,837 - $126,082	5,821 Added 198.8%	8,749 $189,000
Q1 2021 Apr 26, 2021	SELL	$20.27 - $21.77 $871 - $936	-43 Reduced 1.45%	2,928 $59,000
Q4 2020 Feb 09, 2021	BUY	$20.25 - $21.63 $60,162 - $64,262	2,971 New	2,971 $63,000
Q2 2020 Aug 10, 2020	SELL	$17.27 - $20.17 $45,817 - $53,511	-2,653 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$19.74 - $20.59 $52,370 - $54,625	2,653 New	2,653 $53,000

Others Institutions Holding INSI

# of Institutions

37

Shares Held

5.69M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

2.5M
Shares

$43.3 Million
0.99% of portfolio
Karpus Management, Inc. Pittsford, NY

1.02M
Shares

$17.7 Million
0.59% of portfolio
Allspring Global Investments Holdings, LLC

612K
Shares

$10.6 Million
0.02% of portfolio
1607 Capital Partners, LLC Richmond, VA

545K
Shares

$9.42 Million
0.88% of portfolio
Jones Financial Companies Lllp

203K
Shares

$3.51 Million
0.0% of portfolio

About Insight Select Income Fund

Ticker INSI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Insight Select Income Fund is a closed ended fixed income mutual fund launched and managed by Cutwater Asset Management Corp. The fund invests in the fixed income markets of the United States. It primarily invests in short-term and long-term debt securities. The fund invests in the securities rated within the highest four grades by Moody's or St...

More about INSI

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