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, Q4 2021
Institutional positions in Insight Select Income Fund as of Dec 31, 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
- −1 vs. Q3 2021
- Shares held
- 2.64M
- −134.1K (−4.8%) vs. Q3 2021
- Total value
- $59.4M
- +$1.12M (+1.9%) vs. Q3 2021
- New holders
- 4
- 7 more added
- Sold out
- 5
- 12 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,241,365 | $27.9M | 0.66% | −24,172−1.9% | Reduced |
| Wells Fargo & Company | 416,348 | $9.36M | 0.00% | −333,353−44.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 244,171 | $5.49M | 0.01% | +244,171 | New |
| Invesco Ltd. | 128,130 | $2.88M | 0.00% | −4,851−3.6% | Reduced |
| M&R Capital Management Inc | 95,855 | $2.15M | 0.45% | −7,825−7.5% | Reduced |
| Atlantic Union Bankshares Corp | 82,160 | $1.85M | 0.16% | +8,372+11.3% | Added |
| ProVise Management Group, LLC | 76,015 | $1.71M | 0.15% | −3,155−4.0% | Reduced |
| Guggenheim Capital LLC | 55,341 | $1.24M | 0.01% | +3,060+5.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 38,436 | $864.0K | 0.00% | +837+2.2% | Added |
| WealthTrust Axiom LLC | 37,700 | $847.0K | 0.27% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 30,635 | $688.0K | 0.26% | −1,925−5.9% | Reduced |
| Raymond James & Associates | 24,964 | $561.0K | 0.00% | +3,297+15.2% | Added |
| Commonwealth Equity Services, LLC | 21,914 | $492.0K | 0.00% | −1,728−7.3% | Reduced |
| LPL Financial LLC | 19,824 | $445.0K | 0.00% | −825−4.0% | Reduced |
| Sanders Morris Harris LLC | 19,734 | $443.0K | 0.08% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 19,213 | $432.0K | 0.21% | −67−0.3% | Reduced |
| Gill Capital Partners, LLC | 18,620 | $418.0K | 0.18% | −621−3.2% | Reduced |
| Morgan Stanley | 17,666 | $397.0K | 0.00% | −1,100−5.9% | Reduced |
| Karpus Management, Inc. | 12,100 | $272.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 9,721 | $218.0K | 0.00% | +221+2.3% | Added |
| Stratos Wealth Partners, LTD. | 8,920 | $200.0K | 0.00% | −669−7.0% | Reduced |
| Royal Bank of Canada | 5,235 | $118.0K | 0.00% | +1,568+42.8% | Added |
| Advisor Group Holdings, Inc. | 5,092 | $115.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,238 | $95.0K | 0.00% | +30+0.7% | Added |
| US Bancorp | 3,000 | $67.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,844 | $63.9K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,250 | $51.0K | 0.03% | +2,250 | New |
| Fortitude Advisory Group L.L.C. | 1,139 | $26.0K | 0.01% | +1,139 | New |
| Central Trust Co | 734 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 723 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 336 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −8,295−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −3,187−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −100−100.0% | Sold out |