News + Filings Key Docs Charts Ownership Insiders
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Insight Select Income Fund (BDF)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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1607 Capital Partners, LLC
| 1,302,040 | 0 | 20,362,343,000 | 1.46 | |
Hist
| 06/30/2023 |
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Allspring Global Investments Holdings, LLC
| 471,378 | 85,102 | 7,371,786,000 | 0.01 | |
Hist
| 06/30/2023 |
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Karpus Management, Inc.
| 321,000 | 19,751 | 5,020,055,000 | 0.16 | |
Hist
| 06/30/2023 |
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Thomas J. Herzfeld Advisors, Inc.
| 108,766 | 73,624 | 1,700,970,000 | | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 55,122 | 28,602 | 862,047,000 | 0.00 | |
Hist
| 06/30/2023 |
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GUGGENHEIM CAPITAL LLC
| 54,123 | 2,456 | 846,484,000 | 0.01 | |
Hist
| 06/30/2023 |
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Atlantic Union Bankshares Corp
| 40,892 | -28,943 | 639,502,000 | 0.06 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 42,080 | 1,227 | 635,835,000 | 0.00 | |
Hist
| 12/31/2022 |
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AQR Arbitrage LLC
| 36,518 | 489 | 571,098,000 | 0.02 | |
Hist
| 06/30/2023 |
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M&R CAPITAL MANAGEMENT INC
| 36,103 | -400 | 542,628,000 | 0.15 | |
Hist
| 09/30/2023 |
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WELLS FARGO & COMPANY/MN
| 31,240 | 500 | 488,556,000 | 0.00 | |
Hist
| 06/30/2023 |
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WealthTrust Axiom LLC
| 31,200 | -2,000 | 487,930,000 | 0.16 | |
Hist
| 06/30/2023 |
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Uncommon Cents Investing LLC
| 31,830 | 0 | 480,951,000 | 0.18 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 22,985 | 4 | 347,308,000 | 0.00 | |
Hist
| 12/31/2022 |
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GILL CAPITAL PARTNERS, LLC
| 15,798 | -2,822 | 247,061,000 | 0.10 | |
Hist
| 06/30/2023 |
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Wealth Dimensions Group, Ltd.
| 14,846 | 0 | 232,166,000 | 0.08 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 12,749 | 2,054 | 202,458,000 | 0.00 | |
Hist
| 03/31/2023 |
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MORGAN STANLEY
| 12,737 | -285 | 199,191,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 5,592 | -3,495 | 87,453,000 | 0.00 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 5,092 | -165 | 79,638,000 | | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 3,667 | 0 | 57,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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US BANCORP \DE\
| 3,000 | 0 | 47,640,000 | 0.00 | |
Hist
| 03/31/2023 |
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SIT INVESTMENT ASSOCIATES INC
| 2,057,516 | 66,344 | 32,177,000 | 0.84 | |
Hist
| 06/30/2023 |
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FIFTH THIRD BANCORP
| 336 | 0 | 5,077,000 | 0.00 | |
Hist
| 12/31/2022 |
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WOLVERINE ASSET MANAGEMENT LLC
| 100 | 100 | 1,563,000 | 0.00 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 39 | -939 | 610,000 | 0.00 | |
Hist
| 06/30/2023 |
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TRANSATLANTIQUE PRIVATE WEALTH LLC
| 15,013 | 15,013 | 235,000 | 0.12 | |
Hist
| 06/30/2023 |
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TSFG, LLC
| 50 | 0 | 1,000 | 0.00 | |
Hist
| 09/30/2023 |
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