Taylor Hoffman Wealth Management Insight Select Income Fund Transaction History

Taylor Hoffman Wealth Management

$243 Million
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 29, 2020	SELL	$19.76 - $21.69 $5,631 - $6,181	-285 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$17.27 - $20.17 $4,921 - $5,748	285 New	285 $6,000
Q1 2020 May 12, 2020	SELL	$15.81 - $21.07 $4,505 - $6,004	-285 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$19.59 - $20.65 $5,583 - $5,885	285	285 $6,000

Others Institutions Holding INSI

# of Institutions

37

Shares Held

5.54M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

2.45M
Shares

$42.9 Million
0.92% of portfolio
Karpus Management, Inc. Pittsford, NY

1.05M
Shares

$18.4 Million
0.52% of portfolio
Allspring Global Investments Holdings, LLC

612K
Shares

$10.7 Million
0.02% of portfolio
1607 Capital Partners, LLC Richmond, VA

545K
Shares

$9.51 Million
0.8% of portfolio
Sea Bridge Investment Advisors LLC

154K
Shares

$2.68 Million
0.65% 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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