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 2022
Institutional positions in Insight Select Income Fund as of Jun 30, 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
- 35
- −5 vs. Q1 2022
- Shares held
- 3.62M
- +343.8K (+10.5%) vs. Q1 2022
- Total value
- $58.2M
- −$351.8K (−0.6%) vs. Q1 2022
- New holders
- 2
- 8 more added
- Sold out
- 7
- 13 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,566,258 | $25.2M | 0.77% | +212,244+15.7% | Added |
| 1607 Capital Partners, LLC | 983,165 | $15.8M | 1.08% | +290,800+42.0% | Added |
| Allspring Global Investments Holdings, LLC | 253,305 | $4.07M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 123,328 | $1.98M | 0.00% | −7,044−5.4% | Reduced |
| Karpus Management, Inc. | 91,366 | $1.47M | 0.05% | +28,818+46.1% | Added |
| M&R Capital Management Inc | 76,928 | $1.24M | 0.32% | −900−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 69,835 | $1.12M | 0.11% | −11,225−13.8% | Reduced |
| Wolverine Asset Management LLC | 58,604 | $941.0K | 0.01% | +4,108+7.5% | Added |
| Guggenheim Capital LLC | 52,560 | $844.0K | 0.01% | −8,817−14.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 40,853 | $656.0K | 0.00% | +1,638+4.2% | Added |
| WealthTrust Axiom LLC | 36,700 | $589.0K | 0.21% | −1,000−2.7% | Reduced |
| Uncommon Cents Investing LLC | 31,830 | $512.0K | 0.20% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 23,575 | $379.0K | 0.28% | −100−0.4% | Reduced |
| Raymond James & Associates | 22,981 | $369.0K | 0.00% | −2,007−8.0% | Reduced |
| Commonwealth Equity Services, LLC | 21,523 | $345.0K | 0.00% | +209+1.0% | Added |
| Gill Capital Partners, LLC | 18,620 | $333.0K | 0.15% | 00.0% | Unchanged |
| CNH Partners LLC | 20,495 | $329.0K | 0.01% | +10,201+99.1% | Added |
| Sanders Morris Harris LLC | 19,734 | $318.0K | 0.07% | 00.0% | Unchanged |
| Morgan Stanley | 19,099 | $307.0K | 0.00% | +2,076+12.2% | Added |
| Wealth Dimensions Group, Ltd. | 18,527 | $298.0K | 0.14% | −186−1.0% | Reduced |
| ProVise Management Group, LLC | 13,114 | $211.0K | 0.02% | −5,827−30.8% | Reduced |
| HRT Financial LP | 12,948 | $208.0K | 0.00% | +12,948 | New |
| Susquehanna International Group, LLP | 10,161 | $163.0K | 0.00% | −1,952−16.1% | Reduced |
| LPL Financial LLC | 10,022 | $161.0K | 0.00% | −4,902−32.8% | Reduced |
| UBS Group AG | 9,720 | $156.0K | 0.00% | −144−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,092 | $81.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,667 | $59.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,547 | $41.0K | 0.00% | −33−1.3% | Reduced |
| Geneos Wealth Management Inc. | 724 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 336 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 222 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 27 | $0 | 0.00% | +27 | New |
| Invesco Ltd. | 0 | $0 | 0.00% | −131,435−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −14,694−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −13,568−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,206−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −231−100.0% | Sold out |