Latest Institutional Transactions on Insight Select Income Fund (INSI)
This table provides information on the latest institutional transactions involving Insight Select Income Fund (INSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.59KNew |
$25.7K - $28K
|
1.59K
$27.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.84K- 22.45% |
$29.9K - $32.5K
|
6.37K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-4.37K- 15.03% |
$70.8K - $77.2K
|
24.7K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.44K- 6.21% |
$23.3K - $25.4K
|
21.8K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.01% |
$16.2 - $17.7
|
8.99K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111- 5.08% |
$1.8K - $1.96K
|
2.07K
$35.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
49.9K+ 2.03% |
$808K - $881K
|
2.5M
$43.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.83K- 14.84% |
$45.8K - $49.9K
|
16.2K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8+ 0.12% |
$130 - $141
|
6.89K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
62K+ 45.93% |
$1.01M - $1.1M
|
197K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1K- 4.05% |
$16.2K - $17.7K
|
23.7K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2KNew |
$166K - $180K
|
10.2K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 0.24% |
$810 - $882
|
20.5K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-28.9K- 2.75% |
$468K - $510K
|
1.02M
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-23- 0.16% |
$373 - $406
|
14.4K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
89.4K+ 78.69% |
$1.45M - $1.58M
|
203K
$3.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
603+ 6.0% |
$9.77K - $10.6K
|
10.7K
$184K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
530New |
$8.59K - $9.35K
|
530
$9.16K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.07K- 20.54% |
$66K - $71.9K
|
15.8K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.42K+ 2.88% |
$71.7K - $78.1K
|
158K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.22K- 3.87% |
$35.9K - $39.1K
|
55.1K
$953K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45+ 0.11% |
$729 - $794
|
39.3K
$680K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85- 0.41% |
$1.38K - $1.5K
|
20.8K
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-350- 1.26% |
$5.67K - $6.18K
|
27.4K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
141+ 0.49% |
$2.28K - $2.49K
|
28.8K
$499K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-516- 3.33% |
$8.36K - $9.11K
|
15K
$259K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-760- 2.56% |
$12.3K - $13.4K
|
28.9K
$500K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.38K- 15.72% |
$37.5K - $39.5K
|
12.8K
$221K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-33.9K- 5.87% |
$534K - $563K
|
545K
$9.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
784+ 23.89% |
$12.3K - $13K
|
4.07K
$70.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.59KNew |
$151K - $159K
|
9.59K
$166K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.13K+ 0.19% |
$17.8K - $18.8K
|
612K
$10.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
25New |
$394 - $414
|
25
$432
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2K- 12.54% |
$31.5K - $33.2K
|
13.9K
$241K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$31.3 - $33.2
|
2
$34.6
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-118- 3.25% |
$1.69K - $1.92K
|
3.52K
$60.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
928+ 47.98% |
$13.3K - $15.1K
|
2.86K
$49.5K
|
|
| Q3 2023 | |||||||
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-32- 23.36% |
$477 - $507
|
105
$1.82K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
340New |
$5.07K - $5.39K
|
340
$5.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22.2KNew |
$331K - $352K
|
22.2K
$384K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
517New |
$7.71K - $8.19K
|
517
$8.94K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
11.9KNew |
$177K - $188K
|
11.9K
$205K
|
|
| Q2 2023 | |||||||
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.41K+ 10.36% |
$21.7K - $22.9K
|
15K
$260K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 107.85% |
$440K - $465K
|
55.1K
$953K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.11K+ 21.12% |
$32.1K - $34.5K
|
12.1K
$210K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-6.6K- 25.42% |
$95.7K - $104K
|
19.4K
$335K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
34.2KNew |
$508K - $570K
|
34.2K
$592K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
222New |
$3.52K - $3.97K
|
222
$3.84K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.58KNew |
$40.9K - $46.1K
|
2.58K
$44.5K
|
|