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, Q1 2022
Institutional positions in Insight Select Income Fund as of Mar 31, 2022. 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
- 40
- +7 vs. Q4 2021
- Shares held
- 3.28M
- +632.6K (+23.9%) vs. Q4 2021
- Total value
- $58.6M
- −$850.1K (−1.4%) vs. Q4 2021
- New holders
- 10
- 10 more added
- Sold out
- 3
- 10 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,354,014 | $24.2M | 0.65% | +112,649+9.1% | Added |
| 1607 Capital Partners, LLC | 692,365 | $12.4M | 0.72% | +692,365 | New |
| Allspring Global Investments Holdings, LLC | 253,305 | $4.53M | 0.01% | +9,134+3.7% | Added |
| Invesco Ltd. | 131,435 | $2.35M | 0.00% | +3,305+2.6% | Added |
| Wells Fargo & Company | 130,372 | $2.33M | 0.00% | −285,976−68.7% | Reduced |
| Atlantic Union Bankshares Corp | 81,060 | $1.45M | 0.13% | −1,100−1.3% | Reduced |
| M&R Capital Management Inc | 77,828 | $1.39M | 0.30% | −18,027−18.8% | Reduced |
| Karpus Management, Inc. | 62,548 | $1.12M | 0.03% | +50,448+416.9% | Added |
| Guggenheim Capital LLC | 61,377 | $1.10M | 0.01% | +6,036+10.9% | Added |
| Wolverine Asset Management LLC | 54,496 | $973.0K | 0.01% | +54,496 | New |
| Raymond James Financial Services Advisors, Inc. | 39,215 | $701.0K | 0.00% | +779+2.0% | Added |
| WealthTrust Axiom LLC | 37,700 | $673.0K | 0.21% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 31,830 | $569.0K | 0.21% | +1,195+3.9% | Added |
| Raymond James & Associates | 24,988 | $447.0K | 0.00% | +24+0.1% | Added |
| Logan Stone Capital, LLC | 23,675 | $423.0K | 0.30% | +23,675 | New |
| Commonwealth Equity Services, LLC | 21,314 | $380.0K | 0.00% | −600−2.7% | Reduced |
| Sanders Morris Harris LLC | 19,734 | $353.0K | 0.07% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 18,941 | $338.0K | 0.03% | −57,074−75.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 18,713 | $334.0K | 0.15% | −500−2.6% | Reduced |
| Gill Capital Partners, LLC | 18,620 | $333.0K | 0.15% | 00.0% | Unchanged |
| Morgan Stanley | 17,023 | $304.0K | 0.00% | −643−3.6% | Reduced |
| LPL Financial LLC | 14,924 | $267.0K | 0.00% | −4,900−24.7% | Reduced |
| Hightower 6M Holding, LLC | 14,694 | $263.0K | 0.02% | +14,694 | New |
| Rivernorth Capital Management, LLC | 13,568 | $242.0K | 0.01% | +13,568 | New |
| Susquehanna International Group, LLP | 12,113 | $216.0K | 0.00% | +12,113 | New |
| Landscape Capital Management, L.L.C. | 11,206 | $200.0K | 0.03% | +11,206 | New |
| CNH Partners LLC | 10,294 | $184.0K | 0.00% | +10,294 | New |
| UBS Group AG | 9,864 | $177.0K | 0.00% | +143+1.5% | Added |
| Advisor Group Holdings, Inc. | 5,092 | $99.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,667 | $66.0K | 0.00% | −1,568−30.0% | Reduced |
| US Bancorp | 3,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,844 | $50.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,580 | $46.0K | 0.00% | −1,658−39.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,139 | $20.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 724 | $12.0K | 0.00% | +1+0.1% | Added |
| Fifth Third Bancorp | 336 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 231 | $4.00K | 0.00% | +231 | New |
| IFP Advisors, Inc | 222 | $4.00K | 0.00% | +222 | New |
| Parkside Financial Bank & Trust | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −8,920−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −734−100.0% | Sold out |