Purchases and Sales Made in Q3 2021 in Insight Select Income Fund (INSI)
This table provides information about the institutional ownership of Insight Select Income Fund (INSI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.8KNew |
$393K - $428K
|
18.8K
$325K
|
|
|
Feb 11, 2022
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
12.1KNew |
$253K - $276K
|
12.1K
$209K
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
11.2K+ 0.89% |
$233K - $254K
|
1.27M
$21.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.45K+ 11.23% |
$156K - $170K
|
73.8K
$1.28M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.64K+ 35.22% |
$118K - $129K
|
21.7K
$375K
|
|
|
Nov 15, 2021
Q3 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
3.19KNew |
$66.7K - $72.7K
|
3.19K
$55.1K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.84KNew |
$59.5K - $64.9K
|
2.84K
$49.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.36K+ 12.89% |
$49.3K - $53.8K
|
20.6K
$357K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.9K+ 5.32% |
$39.8K - $43.4K
|
37.6K
$650K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.13K+ 2.21% |
$23.6K - $25.7K
|
52.3K
$904K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
735New |
$15.4K - $16.8K
|
735
$12.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
142+ 2.87% |
$2.97K - $3.24K
|
5.09K
$88.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.09K - $2.28K
|
100
$1.73K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2+ 0.01% |
$41.9 - $45.6
|
23.6K
$409K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1- 0.02% |
$20.9 - $22.8
|
4.21K
$72.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-160Closed |
$3.35K - $3.65K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-305Closed |
$6.38K - $6.96K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-317- 7.96% |
$6.63K - $7.23K
|
3.67K
$63.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-333- 3.36% |
$6.97K - $7.6K
|
9.59K
$166K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-454- 5.19% |
$9.5K - $10.4K
|
8.3K
$144K
|
|
|
Oct 22, 2021
Q3 2021
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-520- 1.57% |
$10.9K - $11.9K
|
32.6K
$563K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.38K- 1.02% |
$28.8K - $31.4K
|
133K
$2.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-5.01K- 34.51% |
$105K - $114K
|
9.5K
$164K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-6.44K- 49.97% |
$135K - $147K
|
6.45K
$112K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-7.02K- 6.34% |
$147K - $160K
|
104K
$1.79M
|
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-11KClosed |
$230K - $251K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.4K- 12.63% |
$240K - $261K
|
79.2K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77.9K- 9.41% |
$1.63M - $1.78M
|
750K
$13M
|