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, Q3 2022
Institutional positions in Insight Select Income Fund as of Sep 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
- 30
- −5 vs. Q2 2022
- Shares held
- 3.99M
- +367.6K (+10.2%) vs. Q2 2022
- Total value
- $61.3M
- +$3.08M (+5.3%) vs. Q2 2022
- New holders
- 1
- 10 more added
- Sold out
- 6
- 10 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 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 |
| US Bancorp | 3,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,212 | $49.0K | 0.00% | +665+26.1% | Added |
| Royal Bank of Canada | 3,667 | $56.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,092 | $78.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,350 | $82.0K | 0.00% | −4,370−45.0% | Reduced |
| LPL Financial LLC | 10,661 | $164.0K | 0.00% | +639+6.4% | Added |
| Morgan Stanley | 14,076 | $216.0K | 0.00% | −5,023−26.3% | Reduced |
| Gill Capital Partners, LLC | 18,490 | $284.0K | 0.15% | −130−0.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 18,527 | $285.0K | 0.14% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 19,734 | $303.0K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,043 | $323.0K | 0.00% | −480−2.2% | Reduced |
| Raymond James & Associates | 22,982 | $353.0K | 0.00% | +10.0% | Added |
| Logan Stone Capital, LLC | 25,952 | $399.0K | 0.26% | +2,377+10.1% | Added |
| CNH Partners LLC | 28,296 | $435.0K | 0.01% | +7,801+38.1% | Added |
| Uncommon Cents Investing LLC | 31,830 | $489.0K | 0.21% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 34,233 | $526.0K | 0.09% | +34,233 | New |
| WealthTrust Axiom LLC | 35,700 | $548.0K | 0.21% | −1,000−2.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 41,712 | $641.0K | 0.00% | +859+2.1% | Added |
| M&R Capital Management Inc | 47,828 | $735.0K | 0.21% | −29,100−37.8% | Reduced |
| Guggenheim Capital LLC | 50,076 | $769.0K | 0.01% | −2,484−4.7% | Reduced |
| Wolverine Asset Management LLC | 65,816 | $1.01M | 0.01% | +7,212+12.3% | Added |
| Atlantic Union Bankshares Corp | 66,531 | $1.02M | 0.12% | −3,304−4.7% | Reduced |
| Karpus Management, Inc. | 89,835 | $1.38M | 0.05% | −1,531−1.7% | Reduced |
| Wells Fargo & Company | 110,440 | $1.70M | 0.00% | −12,888−10.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 319,488 | $4.91M | 0.01% | +66,183+26.1% | Added |
| 1607 Capital Partners, LLC | 1,113,565 | $17.1M | 1.32% | +130,400+13.3% | Added |
| Sit Investment Associates Inc | 1,780,795 | $27.4M | 0.82% | +214,537+13.7% | Added |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −13,114−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,948−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,161−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −27−100.0% | Sold out |