Purchases and Sales Made in Q3 2024 in Insight Select Income Fund (INSI)
This table provides information about the institutional ownership of Insight Select Income Fund (INSI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
89.4K+ 78.69% |
$1.45M - $1.58M
|
203K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
62K+ 45.93% |
$1.01M - $1.1M
|
197K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
49.9K+ 2.03% |
$808K - $881K
|
2.5M
$43.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2KNew |
$166K - $180K
|
10.2K
$177K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.42K+ 2.88% |
$71.7K - $78.1K
|
158K
$2.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.59KNew |
$25.7K - $28K
|
1.59K
$27.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
603+ 6.0% |
$9.77K - $10.6K
|
10.7K
$184K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
530New |
$8.59K - $9.35K
|
530
$9.17K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
141+ 0.49% |
$2.28K - $2.49K
|
28.8K
$499K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45+ 0.11% |
$729 - $794
|
39.3K
$680K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8+ 0.12% |
$130 - $141
|
6.89K
$119K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.01% |
$16.2 - $17.7
|
8.99K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-23- 0.16% |
$373 - $406
|
14.4K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 0.24% |
$810 - $882
|
20.5K
$355K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85- 0.41% |
$1.38K - $1.5K
|
20.8K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-111- 5.08% |
$1.8K - $1.96K
|
2.07K
$35.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-350- 1.26% |
$5.67K - $6.18K
|
27.4K
$475K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-516- 3.33% |
$8.36K - $9.11K
|
15K
$259K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-760- 2.56% |
$12.3K - $13.4K
|
28.9K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1K- 4.05% |
$16.2K - $17.7K
|
23.7K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.44K- 6.21% |
$23.3K - $25.4K
|
21.8K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.84K- 22.45% |
$29.9K - $32.5K
|
6.37K
$110K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.22K- 3.87% |
$35.9K - $39.1K
|
55.1K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.83K- 14.84% |
$45.8K - $49.9K
|
16.2K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.07K- 20.54% |
$66K - $71.9K
|
15.8K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-4.37K- 15.03% |
$70.8K - $77.2K
|
24.7K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-28.9K- 2.75% |
$468K - $510K
|
1.02M
$17.7M
|