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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 160 | $3.00K | 0.00% | +160 | New |
| Fifth Third Bancorp | 336 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 305 | $7.00K | 0.00% | +305 | New |
| Geneos Wealth Management Inc. | 723 | $15.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 734 | $16.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,844 | $61.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,000 | $65.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,984 | $86.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,209 | $91.0K | 0.00% | +27+0.6% | Added |
| Advisor Group Holdings, Inc. | 4,950 | $107.0K | 0.00% | −234−4.5% | Reduced |
| Arkadios Wealth Advisors | 8,749 | $189.0K | 0.02% | +5,821+198.8% | Added |
| Stratos Wealth Partners, LTD. | 9,922 | $215.0K | 0.01% | +37+0.4% | Added |
| Shaker Financial Services, LLC | 11,000 | $238.0K | 0.09% | +11,000 | New |
| Wolverine Asset Management LLC | 12,897 | $279.0K | 0.00% | +8,797+214.6% | Added |
| UBS Group AG | 14,505 | $314.0K | 0.00% | +1,379+10.5% | Added |
| Raymond James & Associates | 16,024 | $347.0K | 0.00% | +2,525+18.7% | Added |
| LPL Financial LLC | 18,292 | $396.0K | 0.00% | −285−1.5% | Reduced |
| Gill Capital Partners, LLC | 19,241 | $417.0K | 0.20% | −2,616−12.0% | Reduced |
| 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 |
| Sanders Morris Harris LLC | 19,734 | $427.0K | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 23,640 | $512.0K | 0.00% | −321−1.3% | Reduced |
| Uncommon Cents Investing LLC | 33,080 | $717.0K | 0.29% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 35,699 | $773.0K | 0.00% | −2,162−5.7% | Reduced |
| WealthTrust Axiom LLC | 37,700 | $816.0K | 0.26% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 51,153 | $1.11M | 0.01% | +7,391+16.9% | Added |
| Atlantic Union Bankshares Corp | 66,336 | $1.44M | 0.14% | +9,743+17.2% | Added |
| ProVise Management Group, LLC | 90,615 | $1.96M | 0.20% | −1,010−1.1% | Reduced |
| M&R Capital Management Inc | 110,700 | $2.40M | 0.55% | −2,000−1.8% | Reduced |
| Invesco Ltd. | 134,357 | $2.91M | 0.00% | +31,046+30.1% | Added |
| Wells Fargo & Company | 827,615 | $17.9M | 0.00% | +44,412+5.7% | Added |
| Sit Investment Associates Inc | 1,254,387 | $27.2M | 0.67% | +56,086+4.7% | Added |
| 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 |