Purchases and Sales Made in Q2 2023 in Insight Select Income Fund (INSI)
This table provides information about the institutional ownership of Insight Select Income Fund (INSI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
73.6K+ 209.5% |
$1.13M - $1.2M
|
109K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
66.3K+ 3.33% |
$1.02M - $1.08M
|
2.06M
$35.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
62.7K+ 15.34% |
$964K - $1.02M
|
471K
$8.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 107.85% |
$440K - $465K
|
55.1K
$954K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
19.8K+ 6.56% |
$304K - $321K
|
321K
$5.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.05K+ 5.63% |
$108K - $115K
|
132K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.46K+ 4.75% |
$37.7K - $39.9K
|
54.1K
$936K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.41K+ 10.36% |
$21.7K - $22.9K
|
15K
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.41K+ 10.36% |
$21.7K - $22.9K
|
15K
$260K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.22K+ 9.54% |
$18.7K - $19.8K
|
14K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
836+ 2.34% |
$12.8K - $13.6K
|
36.5K
$632K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500+ 1.63% |
$7.69K - $8.13K
|
31.2K
$540K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
400+ 0.99% |
$6.15K - $6.5K
|
40.9K
$707K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
124+ 4.13% |
$1.91K - $2.02K
|
3.12K
$54K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
100New |
$1.54K - $1.63K
|
100
$1.73K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71+ 0.17% |
$1.09K - $1.15K
|
42.2K
$730K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 0.07% |
$384 - $407
|
36.5K
$632K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-120- 0.55% |
$1.84K - $1.95K
|
21.6K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165- 3.14% |
$2.54K - $2.68K
|
5.09K
$88.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-939- 96.01% |
$14.4K - $15.3K
|
39
$675
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.79K- 12.29% |
$27.4K - $29K
|
12.7K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.5K- 38.46% |
$53.7K - $56.8K
|
5.59K
$96.7K
|