Purchases and Sales Made in Q1 2023 in Insight Select Income Fund (INSI)
This table provides information about the institutional ownership of Insight Select Income Fund (INSI) during Q1 2023. The information is specifically focused on institutions that hold shares of Insight Select Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
125KNew |
$1.9M - $2.04M
|
125K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
84.4K+ 4.43% |
$1.28M - $1.38M
|
1.99M
$34.4M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
38.8K+ 14.77% |
$589K - $632K
|
301K
$5.21M
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
35.1KNew |
$533K - $573K
|
35.1K
$608K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.5KNew |
$403K - $433K
|
26.5K
$459K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
22.4K+ 5.8% |
$340K - $365K
|
409K
$7.07M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
13.6KNew |
$207K - $222K
|
13.6K
$235K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.11K+ 21.12% |
$32.1K - $34.5K
|
12.1K
$210K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.05K+ 19.21% |
$31.2K - $33.5K
|
12.7K
$221K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.88K+ 3.77% |
$28.5K - $30.6K
|
51.7K
$894K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5K+ 11.52% |
$22.8K - $24.5K
|
14.5K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
878+ 878.0% |
$13.3K - $14.3K
|
978
$16.9K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36New |
$546 - $587
|
36
$623
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32+ 0.08% |
$486 - $522
|
42.1K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4- 0.02% |
$60.7 - $65.2
|
20.9K
$361K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-63- 0.4% |
$956 - $1.03K
|
15.8K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-347- 0.96% |
$5.27K - $5.66K
|
35.7K
$617K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1K- 2.66% |
$15.2K - $16.3K
|
36.5K
$632K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.22K- 5.29% |
$18.5K - $19.8K
|
21.8K
$377K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.75K- 11.38% |
$26.5K - $28.5K
|
13.6K
$235K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.9K- 4.48% |
$28.8K - $31K
|
40.5K
$701K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.93K- 17.49% |
$29.2K - $31.4K
|
9.09K
$157K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2K- 6.02% |
$30.4K - $32.6K
|
31.2K
$540K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-2K- 6.28% |
$30.4K - $32.6K
|
29.8K
$516K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-3.68K- 19.87% |
$55.9K - $60K
|
14.8K
$257K
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-17.1K- 1.3% |
$260K - $279K
|
1.3M
$22.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67.6K- 68.74% |
$1.03M - $1.1M
|
30.7K
$532K
|