Dynamic Advisor Solutions LLC Insight Select Income Fund Transaction History

Dynamic Advisor Solutions LLC

$3.28 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 13, 2019	SELL	$18.39 - $20.14 $190,685 - $208,831	-10,369 Closed	0 $0
Q1 2019 Apr 10, 2019	SELL	$17.52 - $19.22 $12,929 - $14,184	-738 Reduced 6.64%	10,369 $199,000
Q4 2018 Jan 29, 2019	SELL	$17.42 - $18.65 $6,811 - $7,292	-391 Reduced 3.4%	11,107 $199,000
Q3 2018 Nov 14, 2018	SELL	$18.03 - $19.39 $12,080 - $12,991	-670 Reduced 5.51%	11,498 $214,000
Q2 2018 Aug 07, 2018	SELL	$18.23 - $19.32 $18,959 - $20,092	-1,040 Reduced 7.87%	12,168 $231,000
Q1 2018 May 01, 2018	BUY	$19.19 - $20.5 $8,021 - $8,569	418 Added 3.27%	13,208 $256,000
Q4 2017 Feb 09, 2018	BUY	$19.59 - $20.65 $250,556 - $264,113	12,790	12,790 $255,000

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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