Insight Select Income Fund
INSIDelisted Feb 7, 2025- SEC CIK
- 0000030125
Insight Select Income Fund was delisted on Feb 7, 2025; its insiders filed their last Form 4 on Feb 24, 2023; 38 institutions reported holding it in 13F filings for Q4 2024, worth $108.5M in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Insight Select Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 33
- 0 vs. Q1 2021
- Shares held
- 2.86M
- +133.6K (+4.9%) vs. Q1 2021
- Total value
- $61.8M
- +$6.19M (+11.1%) vs. Q1 2021
- New holders
- 3
- 12 more added
- Sold out
- 3
- 7 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 38 | $108.5M |
| Q3 2024 | 38 | $100.6M |
| Q2 2024 | 36 | $90.4M |
| Q1 2024 | 35 | $90.4M |
| Q4 2023 | 34 | $86.9M |
| Q3 2023 | 34 | $77.6M |
| Q2 2023 | 31 | $76.7M |
| Q1 2023 | 33 | $74.0M |
| Q4 2022 | 31 | $66.9M |
| Q3 2022 | 30 | $61.3M |
| Q2 2022 | 35 | $58.2M |
| Q1 2022 | 40 | $58.6M |
| Q4 2021 | 33 | $59.4M |
| Q3 2021 | 34 | $58.3M |
| Q2 2021 | 33 | $61.8M |
| Q1 2021 | 33 | $55.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,254,387 | $27.2M | 0.67% | +56,086+4.7% | Added |
| Wells Fargo & Company | 827,615 | $17.9M | 0.00% | +44,412+5.7% | Added |
| Invesco Ltd. | 134,357 | $2.91M | 0.00% | +31,046+30.1% | Added |
| M&R Capital Management Inc | 110,700 | $2.40M | 0.55% | −2,000−1.8% | Reduced |
| ProVise Management Group, LLC | 90,615 | $1.96M | 0.20% | −1,010−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 66,336 | $1.44M | 0.14% | +9,743+17.2% | Added |
| Guggenheim Capital LLC | 51,153 | $1.11M | 0.01% | +7,391+16.9% | Added |
| WealthTrust Axiom LLC | 37,700 | $816.0K | 0.26% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 35,699 | $773.0K | 0.00% | −2,162−5.7% | Reduced |
| Uncommon Cents Investing LLC | 33,080 | $717.0K | 0.29% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 23,640 | $512.0K | 0.00% | −321−1.3% | Reduced |
| Sanders Morris Harris LLC | 19,734 | $427.0K | 0.08% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 19,280 | $418.0K | 0.28% | 00.0% | Unchanged |
| Morgan Stanley | 19,282 | $418.0K | 0.00% | +2,247+13.2% | Added |
| Gill Capital Partners, LLC | 19,241 | $417.0K | 0.20% | −2,616−12.0% | Reduced |
| LPL Financial LLC | 18,292 | $396.0K | 0.00% | −285−1.5% | Reduced |
| Raymond James & Associates | 16,024 | $347.0K | 0.00% | +2,525+18.7% | Added |
| UBS Group AG | 14,505 | $314.0K | 0.00% | +1,379+10.5% | Added |
| Wolverine Asset Management LLC | 12,897 | $279.0K | 0.00% | +8,797+214.6% | Added |
| Shaker Financial Services, LLC | 11,000 | $238.0K | 0.09% | +11,000 | New |
| Stratos Wealth Partners, LTD. | 9,922 | $215.0K | 0.01% | +37+0.4% | Added |
| Arkadios Wealth Advisors | 8,749 | $189.0K | 0.02% | +5,821+198.8% | Added |
| Advisor Group Holdings, Inc. | 4,950 | $107.0K | 0.00% | −234−4.5% | Reduced |
| Bank of America Corp | 4,209 | $91.0K | 0.00% | +27+0.6% | Added |
| Royal Bank of Canada | 3,984 | $86.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,000 | $65.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,844 | $61.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 734 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 723 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 336 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 305 | $7.00K | 0.00% | +305 | New |
| Advisory Services Network, LLC | 160 | $3.00K | 0.00% | +160 | New |
| Parkside Financial Bank & Trust | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −38,616−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |