Purchases and Sales Made in Q4 2023 in Insight Select Income Fund (INSI)
This table provides information about the institutional ownership of Insight Select Income Fund (INSI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
145K+ 6.56% |
$2.07M - $2.35M
|
2.35M
$38.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
93.8K+ 18.16% |
$1.34M - $1.52M
|
611K
$9.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
36.8K+ 7.44% |
$527K - $599K
|
532K
$8.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.7KNew |
$182K - $206K
|
12.7K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.5KNew |
$179K - $203K
|
12.5K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.33K+ 13.38% |
$119K - $135K
|
70.6K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
6.76K+ 16.7% |
$96.7K - $110K
|
47.2K
$766K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.4K+ 37.86% |
$48.7K - $55.3K
|
12.4K
$201K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.86KNew |
$41K - $46.5K
|
2.86K
$46.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.04K+ 5217.95% |
$29.1K - $33.1K
|
2.07K
$33.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.32K+ 0.94% |
$18.9K - $21.5K
|
142K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
928+ 47.98% |
$13.3K - $15.1K
|
2.86K
$46.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
679+ 10.84% |
$9.72K - $11K
|
6.94K
$113K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72+ 0.17% |
$1.03K - $1.17K
|
41.6K
$675K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
33+ 1.02% |
$472 - $536
|
3.28K
$53.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59- 0.28% |
$844 - $959
|
20.8K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-118- 3.25% |
$1.69K - $1.92K
|
3.52K
$57.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-240- 1.9% |
$3.43K - $3.9K
|
12.4K
$201K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-287- 1.82% |
$4.11K - $4.66K
|
15.5K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-474- 3.19% |
$6.78K - $7.7K
|
14.4K
$233K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-500- 1.78% |
$7.16K - $8.13K
|
27.5K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.59K- 7.14% |
$22.8K - $25.9K
|
20.7K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.28K- 16.28% |
$32.6K - $37K
|
11.7K
$190K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-3K- 8.31% |
$42.9K - $48.8K
|
33.1K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.09K- 45.95% |
$58.6K - $66.5K
|
4.81K
$78.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.17K- 14.86% |
$59.7K - $67.8K
|
23.9K
$388K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5K- 23.1% |
$71.6K - $81.3K
|
16.6K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-6.5K- 20.83% |
$93K - $106K
|
24.7K
$401K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-10.5K- 30.82% |
$150K - $171K
|
23.6K
$382K
|