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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.14KClosed |
$18.1K - $20.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.95K- 16.11% |
$31K - $34.9K
|
10.2K
$176K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27New |
$428 - $483
|
27
$467
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-13.6KClosed |
$215K - $243K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-131KClosed |
$2.09M - $2.35M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.9KNew |
$205K - $232K
|
12.9K
$224K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-231Closed |
$3.67K - $4.13K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.83K- 30.76% |
$92.5K - $104K
|
13.1K
$227K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-14.7KClosed |
$233K - $263K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.14% |
$17.5 - $22.1
|
724
$12.5K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1New |
$17.5 - $22.1
|
1
$17.3
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.92KClosed |
$156K - $197K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-2.25KClosed |
$39.4K - $49.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
50New |
$1.04K - $1.15K
|
50
$865
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-735Closed |
$15.2K - $16.9K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.3KClosed |
$172K - $190K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-305Closed |
$6.38K - $6.96K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-160Closed |
$3.35K - $3.65K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-164Closed |
$3.32K - $3.57K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-181KClosed |
$3.67M - $3.95M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-240Closed |
$4.86K - $5.22K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-10.7KClosed |
$217K - $234K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Sanders Morris Harris LLC
|
BUY
|
- |
19.7KNew |
$400K - $430K
|
19.7K
$341K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-140Closed |
$2.84K - $3.03K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.95KClosed |
$39.4K - $42.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.65KClosed |
$72.1K - $79.2K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.95KClosed |
$58.3K - $64K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-285Closed |
$5.63K - $6.18K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
498+ 19.15% |
$8.6K - $10K
|
3.1K
$53.6K
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-317Closed |
$5.01K - $6.68K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-150Closed |
$2.37K - $3.16K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 10, 2020
Q4 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1KClosed |
$19.7K - $20.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-900Closed |
$17.6K - $18.7K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-555Closed |
$10.9K - $11.5K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.4KClosed |
$191K - $209K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.46KClosed |
$42.9K - $45.9K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.7KClosed |
$192K - $207K
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-22.4KClosed |
$405K - $435K
|
0
$0
|
|
|
Oct 05, 2018
Q3 2018
|
Optimum Investment Advisors
|
SELL
|
- |
-64Closed |
$1.15K - $1.24K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-400Closed |
$7.68K - $8.2K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
16.5KNew |
$316K - $337K
|
16.5K
$285K
|
|
| Q4 2017 | |||||||
|
Jan 25, 2018
Q4 2017
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3KClosed |
$58.8K - $61.9K
|
0
$0
|
|
|
Jan 16, 2018
Q4 2017
|
Cwm, LLC
|
SELL
|
- |
-625Closed |
$12.2K - $12.9K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.9KClosed |
$37K - $39.4K
|
0
$0
|
|
|
Oct 27, 2017
Q3 2017
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32New |
$623 - $664
|
32
$553
|
|
|
Oct 26, 2017
Q3 2017
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-162Closed |
$3.15K - $3.36K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 11, 2017
Q2 2017
|
Fifth Third Bancorp
|
BUY
|
- |
336New |
N/A
|
336
$5.81K
|
|