Purchases and Sales Made in Q3 2023 in Insight Select Income Fund (INSI)
This table provides information about the institutional ownership of Insight Select Income Fund (INSI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
517KNew |
$7.71M - $8.19M
|
517K
$8.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
174K+ 54.21% |
$2.6M - $2.76M
|
495K
$8.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
149K+ 7.25% |
$2.23M - $2.36M
|
2.21M
$38.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
22.3KNew |
$333K - $354K
|
22.3K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22.2KNew |
$331K - $352K
|
22.2K
$384K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
11.9KNew |
$177K - $188K
|
11.9K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.12K+ 15.0% |
$121K - $129K
|
62.2K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.96K+ 6.01% |
$119K - $126K
|
140K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.35K+ 4349.0% |
$64.9K - $68.9K
|
4.45K
$77K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
3.93K+ 10.77% |
$58.7K - $62.3K
|
40.5K
$700K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.81K+ 74.88% |
$56.9K - $60.4K
|
8.91K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.93KNew |
$28.9K - $30.6K
|
1.93K
$33.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
671+ 12.0% |
$10K - $10.6K
|
6.26K
$108K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
517New |
$7.71K - $8.19K
|
517
$8.94K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
340New |
$5.07K - $5.39K
|
340
$5.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
338+ 2.25% |
$5.04K - $5.35K
|
15.4K
$266K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
125+ 4.0% |
$1.87K - $1.98K
|
3.25K
$56.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13+ 0.09% |
$194 - $206
|
14K
$242K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31- 0.85% |
$463 - $491
|
3.64K
$62.9K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-32- 23.36% |
$477 - $507
|
105
$1.82K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-103- 0.81% |
$1.54K - $1.63K
|
12.6K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-400- 1.1% |
$5.97K - $6.34K
|
36.1K
$625K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-686- 1.63% |
$10.2K - $10.9K
|
41.5K
$718K
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.8K- 6.03% |
$26.9K - $28.5K
|
28K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.16K- 10.11% |
$47.1K - $50K
|
28.1K
$486K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.83K- 16.69% |
$102K - $108K
|
34.1K
$589K
|