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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 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 |
| Fifth Third Bancorp | 336 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 724 | $12.0K | 0.00% | +1+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,139 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 2,580 | $46.0K | 0.00% | −1,658−39.1% | Reduced |
| American Portfolios Advisors | 2,844 | $50.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,667 | $66.0K | 0.00% | −1,568−30.0% | Reduced |
| Advisor Group Holdings, Inc. | 5,092 | $99.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,864 | $177.0K | 0.00% | +143+1.5% | Added |
| CNH Partners LLC | 10,294 | $184.0K | 0.00% | +10,294 | New |
| Landscape Capital Management, L.L.C. | 11,206 | $200.0K | 0.03% | +11,206 | New |
| Susquehanna International Group, LLP | 12,113 | $216.0K | 0.00% | +12,113 | New |
| Rivernorth Capital Management, LLC | 13,568 | $242.0K | 0.01% | +13,568 | New |
| Hightower 6M Holding, LLC | 14,694 | $263.0K | 0.02% | +14,694 | New |
| LPL Financial LLC | 14,924 | $267.0K | 0.00% | −4,900−24.7% | Reduced |
| Morgan Stanley | 17,023 | $304.0K | 0.00% | −643−3.6% | Reduced |
| Gill Capital Partners, LLC | 18,620 | $333.0K | 0.15% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 18,713 | $334.0K | 0.15% | −500−2.6% | Reduced |
| ProVise Management Group, LLC | 18,941 | $338.0K | 0.03% | −57,074−75.1% | Reduced |
| Sanders Morris Harris LLC | 19,734 | $353.0K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,314 | $380.0K | 0.00% | −600−2.7% | Reduced |
| Logan Stone Capital, LLC | 23,675 | $423.0K | 0.30% | +23,675 | New |
| Raymond James & Associates | 24,988 | $447.0K | 0.00% | +24+0.1% | Added |
| Uncommon Cents Investing LLC | 31,830 | $569.0K | 0.21% | +1,195+3.9% | Added |
| WealthTrust Axiom LLC | 37,700 | $673.0K | 0.21% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 39,215 | $701.0K | 0.00% | +779+2.0% | Added |
| Wolverine Asset Management LLC | 54,496 | $973.0K | 0.01% | +54,496 | New |
| Guggenheim Capital LLC | 61,377 | $1.10M | 0.01% | +6,036+10.9% | Added |
| Karpus Management, Inc. | 62,548 | $1.12M | 0.03% | +50,448+416.9% | Added |
| M&R Capital Management Inc | 77,828 | $1.39M | 0.30% | −18,027−18.8% | Reduced |
| Atlantic Union Bankshares Corp | 81,060 | $1.45M | 0.13% | −1,100−1.3% | Reduced |
| Wells Fargo & Company | 130,372 | $2.33M | 0.00% | −285,976−68.7% | Reduced |
| Invesco Ltd. | 131,435 | $2.35M | 0.00% | +3,305+2.6% | Added |
| Allspring Global Investments Holdings, LLC | 253,305 | $4.53M | 0.01% | +9,134+3.7% | Added |
| 1607 Capital Partners, LLC | 692,365 | $12.4M | 0.72% | +692,365 | New |
| Sit Investment Associates Inc | 1,354,014 | $24.2M | 0.65% | +112,649+9.1% | Added |
| 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 |