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 2023
Institutional positions in Insight Select Income Fund as of Mar 31, 2023. 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
- 33
- +2 vs. Q4 2022
- Shares held
- 4.66M
- +229.9K (+5.2%) vs. Q4 2022
- Total value
- $74.0M
- +$7.06M (+10.6%) vs. Q4 2022
- New holders
- 5
- 9 more added
- Sold out
- 3
- 12 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,991,172 | $31.6M | 0.86% | +84,415+4.4% | Added |
| 1607 Capital Partners, LLC | 1,302,040 | $20.7M | 1.45% | −17,125−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 408,683 | $6.49M | 0.01% | +22,407+5.8% | Added |
| Karpus Management, Inc. | 301,249 | $4.78M | 0.15% | +38,777+14.8% | Added |
| SeaBridge Investment Advisors LLC | 125,362 | $1.99M | 0.70% | +125,362 | New |
| Guggenheim Capital LLC | 51,667 | $820.5K | 0.01% | +1,879+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 42,112 | $668.7K | 0.00% | +32+0.1% | Added |
| Atlantic Union Bankshares Corp | 40,492 | $643.0K | 0.07% | −1,900−4.5% | Reduced |
| M&R Capital Management Inc | 36,528 | $580.1K | 0.16% | −1,000−2.7% | Reduced |
| CNH Partners LLC | 35,682 | $566.6K | 0.02% | −347−1.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 35,142 | $558.1K | 0.23% | +35,142 | New |
| WealthTrust Axiom LLC | 31,200 | $495.5K | 0.17% | −2,000−6.0% | Reduced |
| Wells Fargo & Company | 30,740 | $488.2K | 0.00% | −67,584−68.7% | Reduced |
| Uncommon Cents Investing LLC | 29,830 | $473.7K | 0.17% | −2,000−6.3% | Reduced |
| Envestnet Asset Management Inc | 26,520 | $421.1K | 0.00% | +26,520 | New |
| Raymond James & Associates | 21,769 | $345.7K | 0.00% | −1,216−5.3% | Reduced |
| Commonwealth Equity Services, LLC | 20,893 | $331.0K | 0.00% | −40.0% | Reduced |
| Sanders Morris Harris LLC | 19,734 | $313.4K | 0.11% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 15,798 | $250.9K | 0.11% | −63−0.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 14,846 | $235.7K | 0.09% | −3,681−19.9% | Reduced |
| Morgan Stanley | 14,522 | $230.6K | 0.00% | +1,500+11.5% | Added |
| Transatlantique Private Wealth LLC | 13,604 | $216.0K | 0.12% | +13,604 | New |
| LPL Financial LLC | 12,749 | $202.5K | 0.00% | +2,054+19.2% | Added |
| Gilman Hill Asset Management, LLC | 12,125 | $192.5K | 0.04% | +2,114+21.1% | Added |
| UBS Group AG | 9,087 | $144.3K | 0.00% | −1,926−17.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,257 | $83.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,667 | $58.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,000 | $47.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 978 | $15.5K | 0.00% | +878+878.0% | Added |
| IFP Advisors, Inc | 222 | $4.08K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 137 | $2.18K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 36 | $1.00K | 0.00% | +36 | New |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −19,354−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,259−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −336−100.0% | Sold out |