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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Fifth Third Bancorp | 336 | $8.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 734 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 723 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,139 | $26.0K | 0.01% | +1,139 | New |
| Stephenson National Bank & Trust | 2,250 | $51.0K | 0.03% | +2,250 | New |
| American Portfolios Advisors | 2,844 | $63.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,000 | $67.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,238 | $95.0K | 0.00% | +30+0.7% | Added |
| Advisor Group Holdings, Inc. | 5,092 | $115.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,235 | $118.0K | 0.00% | +1,568+42.8% | Added |
| Stratos Wealth Partners, LTD. | 8,920 | $200.0K | 0.00% | −669−7.0% | Reduced |
| UBS Group AG | 9,721 | $218.0K | 0.00% | +221+2.3% | Added |
| Karpus Management, Inc. | 12,100 | $272.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 17,666 | $397.0K | 0.00% | −1,100−5.9% | Reduced |
| Gill Capital Partners, LLC | 18,620 | $418.0K | 0.18% | −621−3.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 19,213 | $432.0K | 0.21% | −67−0.3% | Reduced |
| Sanders Morris Harris LLC | 19,734 | $443.0K | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 19,824 | $445.0K | 0.00% | −825−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 21,914 | $492.0K | 0.00% | −1,728−7.3% | Reduced |
| Raymond James & Associates | 24,964 | $561.0K | 0.00% | +3,297+15.2% | Added |
| Uncommon Cents Investing LLC | 30,635 | $688.0K | 0.26% | −1,925−5.9% | Reduced |
| WealthTrust Axiom LLC | 37,700 | $847.0K | 0.27% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 38,436 | $864.0K | 0.00% | +837+2.2% | Added |
| Guggenheim Capital LLC | 55,341 | $1.24M | 0.01% | +3,060+5.9% | Added |
| ProVise Management Group, LLC | 76,015 | $1.71M | 0.15% | −3,155−4.0% | Reduced |
| Atlantic Union Bankshares Corp | 82,160 | $1.85M | 0.16% | +8,372+11.3% | Added |
| M&R Capital Management Inc | 95,855 | $2.15M | 0.45% | −7,825−7.5% | Reduced |
| Invesco Ltd. | 128,130 | $2.88M | 0.00% | −4,851−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 244,171 | $5.49M | 0.01% | +244,171 | New |
| Wells Fargo & Company | 416,348 | $9.36M | 0.00% | −333,353−44.5% | Reduced |
| Sit Investment Associates Inc | 1,241,365 | $27.9M | 0.66% | −24,172−1.9% | Reduced |
| 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 |