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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 27 | $0 | 0.00% | +27 | New |
| Parkside Financial Bank & Trust | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 222 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 336 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 724 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,547 | $41.0K | 0.00% | −33−1.3% | Reduced |
| US Bancorp | 3,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,667 | $59.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,092 | $81.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,720 | $156.0K | 0.00% | −144−1.5% | Reduced |
| LPL Financial LLC | 10,022 | $161.0K | 0.00% | −4,902−32.8% | Reduced |
| Susquehanna International Group, LLP | 10,161 | $163.0K | 0.00% | −1,952−16.1% | Reduced |
| HRT Financial LP | 12,948 | $208.0K | 0.00% | +12,948 | New |
| ProVise Management Group, LLC | 13,114 | $211.0K | 0.02% | −5,827−30.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 18,527 | $298.0K | 0.14% | −186−1.0% | Reduced |
| Morgan Stanley | 19,099 | $307.0K | 0.00% | +2,076+12.2% | Added |
| Sanders Morris Harris LLC | 19,734 | $318.0K | 0.07% | 00.0% | Unchanged |
| CNH Partners LLC | 20,495 | $329.0K | 0.01% | +10,201+99.1% | Added |
| Gill Capital Partners, LLC | 18,620 | $333.0K | 0.15% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,523 | $345.0K | 0.00% | +209+1.0% | Added |
| Raymond James & Associates | 22,981 | $369.0K | 0.00% | −2,007−8.0% | Reduced |
| Logan Stone Capital, LLC | 23,575 | $379.0K | 0.28% | −100−0.4% | Reduced |
| Uncommon Cents Investing LLC | 31,830 | $512.0K | 0.20% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 36,700 | $589.0K | 0.21% | −1,000−2.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 40,853 | $656.0K | 0.00% | +1,638+4.2% | Added |
| Guggenheim Capital LLC | 52,560 | $844.0K | 0.01% | −8,817−14.4% | Reduced |
| Wolverine Asset Management LLC | 58,604 | $941.0K | 0.01% | +4,108+7.5% | Added |
| Atlantic Union Bankshares Corp | 69,835 | $1.12M | 0.11% | −11,225−13.8% | Reduced |
| M&R Capital Management Inc | 76,928 | $1.24M | 0.32% | −900−1.2% | Reduced |
| Karpus Management, Inc. | 91,366 | $1.47M | 0.05% | +28,818+46.1% | Added |
| Wells Fargo & Company | 123,328 | $1.98M | 0.00% | −7,044−5.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 253,305 | $4.07M | 0.01% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 983,165 | $15.8M | 1.08% | +290,800+42.0% | Added |
| Sit Investment Associates Inc | 1,566,258 | $25.2M | 0.77% | +212,244+15.7% | Added |
| 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 |