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INSI Holdings Changes image
This page summarizes the INSI holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether INSI is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing INSI Share Count
Bank of America Corp DE 7,190 10,445 +3,255 +45.27%
UBS Group AG 10,856 14,506 +3,650 +33.62%
Raymond James Financial Services Advisors Inc. 11,018 14,078 +3,060 +27.77%
Advisor Group Inc. 8,648 10,400 +1,752 +20.26%
ProVise Management Group LLC 54,557 60,147 +5,590 +10.25%
Sit Investment Associates Inc. 917,731 1,001,440 +83,709 +9.12%
Stratos Wealth Partners LTD. 11,452 12,484 +1,032 +9.01%
Guggenheim Capital LLC 57,564 59,469 +1,905 +3.31%
Wells Fargo & Company MN 833,131 855,471 +22,340 +2.68%
LPL Financial LLC 13,807 13,972 +165 +1.20%
Commonwealth Equity Services LLC 26,332 26,380 +48 +0.18%
13F Filers Reporting New Positions In INSI
Proequities Inc. 0 0 UNCH 100%
Wolverine Asset Management LLC 0 525 +525 +100%
Shaker Financial Services LLC 0 32,831 +32,831 +100%
Arkadios Wealth Advisors 0 2,653 +2,653 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 336 336 UNCH 0.00%
US Bancorp DE 3,533 3,533 UNCH 0.00%
CENTRAL TRUST Co 734 734 UNCH 0.00%
PNC Financial Services Group Inc. 317 317 UNCH 0.00%
Sanders Morris Harris LLC 19,734 19,734 UNCH 0.00%
M&R Capital Management Inc. 129,673 129,673 UNCH 0.00%
AdvisorNet Financial Inc 1,945 1,945 UNCH 0.00%
Parkside Financial Bank & Trust 32 32 UNCH 0.00%
Advisory Services Network LLC 160 160 UNCH 0.00%
Taylor Hoffman Wealth Management 285 285 UNCH 0.00%
13F Filers Decreasing INSI Share Count
Northwestern Mutual Wealth Management Co. 1,104 350 -754 -68.30%
Ladenburg Thalmann Financial Services Inc. 4,112 2,668 -1,444 -35.12%
Patriot Financial Group Insurance Agency LLC 200 150 -50 -25.00%
Karpus Management Inc. 795,024 645,474 -149,550 -18.81%
Royal Bank of Canada 4,991 4,813 -178 -3.57%
Morgan Stanley 13,073 12,647 -426 -3.26%
Raymond James & Associates 15,111 14,717 -394 -2.61%
Uncommon Cents Investing LLC 34,060 33,360 -700 -2.06%
WealthTrust Axiom LLC 39,350 39,300 -50 -0.13%
13F Filers Exiting INSI
FNY Investment Advisers LLC 1,000 0 -1,000 -100.00%
Landscape Capital Management L.L.C. 15,512 0 -15,512 -100.00%
Invesco Ltd. 115,987 0 -115,987 -100.00%
Citigroup Inc. 120 0 -120 -100.00%

See Summary: Institutional Holders of INSI
See Details: Top 10 Hedge Funds Holding INSI

INSI Holdings Changes | www.HoldingsChannel.com

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