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, Q4 2022
Institutional positions in Insight Select Income Fund as of Dec 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
- 31
- +1 vs. Q3 2022
- Shares held
- 4.43M
- +438.4K (+11.0%) vs. Q3 2022
- Total value
- $66.9M
- +$5.59M (+9.1%) vs. Q3 2022
- New holders
- 2
- 10 more added
- Sold out
- 1
- 11 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 100 | $1.51K | 0.00% | −3,112−96.9% | Reduced |
| Pathway Financial Advisers, LLC | 137 | $2.07K | 0.00% | +137 | New |
| IFP Advisors, Inc | 222 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 336 | $5.08K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,000 | $45.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,667 | $55.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,257 | $79.0K | 0.00% | +165+3.2% | Added |
| Wolverine Asset Management LLC | 6,259 | $94.6K | 0.00% | −59,557−90.5% | Reduced |
| Gilman Hill Asset Management, LLC | 10,011 | $151.3K | 0.03% | +10,011 | New |
| LPL Financial LLC | 10,695 | $161.6K | 0.00% | +34+0.3% | Added |
| UBS Group AG | 11,013 | $166.4K | 0.00% | +5,663+105.9% | Added |
| Morgan Stanley | 13,022 | $196.8K | 0.00% | −1,054−7.5% | Reduced |
| Gill Capital Partners, LLC | 15,861 | $239.7K | 0.11% | −2,629−14.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 18,527 | $279.9K | 0.11% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 19,354 | $292.4K | 0.11% | −6,598−25.4% | Reduced |
| Sanders Morris Harris LLC | 19,734 | $298.2K | 0.11% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,897 | $315.0K | 0.00% | −146−0.7% | Reduced |
| Raymond James & Associates | 22,985 | $347.3K | 0.00% | +30.0% | Added |
| Uncommon Cents Investing LLC | 31,830 | $481.0K | 0.18% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 33,200 | $501.7K | 0.17% | −2,500−7.0% | Reduced |
| CNH Partners LLC | 36,029 | $544.4K | 0.01% | +7,733+27.3% | Added |
| M&R Capital Management Inc | 37,528 | $567.0K | 0.16% | −10,300−21.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 42,080 | $635.8K | 0.00% | +368+0.9% | Added |
| Atlantic Union Bankshares Corp | 42,392 | $640.5K | 0.07% | −24,139−36.3% | Reduced |
| Guggenheim Capital LLC | 49,788 | $752.3K | 0.01% | −288−0.6% | Reduced |
| Wells Fargo & Company | 98,324 | $1.49M | 0.00% | −12,116−11.0% | Reduced |
| Karpus Management, Inc. | 262,472 | $3.97M | 0.13% | +172,637+192.2% | Added |
| Allspring Global Investments Holdings, LLC | 386,276 | $5.84M | 0.01% | +66,788+20.9% | Added |
| 1607 Capital Partners, LLC | 1,319,165 | $19.9M | 1.37% | +205,600+18.5% | Added |
| Sit Investment Associates Inc | 1,906,757 | $28.8M | 0.81% | +125,962+7.1% | Added |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −34,233−100.0% | Sold out |