Purchases and Sales Made in Q1 2024 in Insight Select Income Fund (INSI)
This table provides information about the institutional ownership of Insight Select Income Fund (INSI) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
557K+ 104.79% |
$8.73M - $9.24M
|
1.09M
$18.8M
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
174K+ 7.41% |
$2.73M - $2.89M
|
2.53M
$43.7M
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
27.1KNew |
$425K - $450K
|
27.1K
$469K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.6K+ 37.65% |
$416K - $441K
|
97.1K
$1.68M
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.16K+ 5.05% |
$112K - $119K
|
149K
$2.58M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.05K+ 56.4% |
$110K - $117K
|
19.6K
$338K
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.07K+ 13.01% |
$48K - $50.8K
|
26.6K
$461K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.47K+ 19.49% |
$38.8K - $41K
|
15.2K
$262K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.4KNew |
$21.9K - $23.2K
|
1.4K
$24.2K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.06K+ 50.87% |
$16.5K - $17.5K
|
3.13K
$54.1K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
412+ 8.56% |
$6.46K - $6.83K
|
5.23K
$90.4K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
402+ 4.47% |
$6.3K - $6.67K
|
9.39K
$162K
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
250+ 0.91% |
$3.92K - $4.15K
|
27.8K
$481K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
92New |
$1.44K - $1.53K
|
92
$1.59K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37+ 0.18% |
$580 - $613
|
20.9K
$361K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$31.3 - $33.2
|
2
$34.6
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-79- 1.14% |
$1.24K - $1.31K
|
6.86K
$119K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-700- 4.2% |
$11K - $11.6K
|
15.9K
$276K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.07K- 5.14% |
$16.7K - $17.7K
|
19.7K
$340K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.92K- 4.62% |
$30.1K - $31.9K
|
39.6K
$686K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2.45K- 7.4% |
$38.4K - $40.6K
|
30.7K
$530K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.75K- 11.5% |
$43.1K - $45.6K
|
21.2K
$366K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3K- 24.22% |
$47K - $49.8K
|
9.39K
$162K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3K- 24.22% |
$47K - $49.8K
|
9.39K
$162K
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-6.98K- 14.78% |
$109K - $116K
|
40.2K
$696K
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-724K- 55.57% |
$11.3M - $12M
|
579K
$10M
|