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 |
|---|---|---|---|---|---|
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 36 | $1.00K | 0.00% | +36 | New |
| Pathway Financial Advisers, LLC | 137 | $2.18K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 222 | $4.08K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 978 | $15.5K | 0.00% | +878+878.0% | Added |
| US Bancorp | 3,000 | $47.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,667 | $58.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,257 | $83.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,087 | $144.3K | 0.00% | −1,926−17.5% | Reduced |
| Gilman Hill Asset Management, LLC | 12,125 | $192.5K | 0.04% | +2,114+21.1% | Added |
| LPL Financial LLC | 12,749 | $202.5K | 0.00% | +2,054+19.2% | Added |
| Transatlantique Private Wealth LLC | 13,604 | $216.0K | 0.12% | +13,604 | New |
| Morgan Stanley | 14,522 | $230.6K | 0.00% | +1,500+11.5% | Added |
| Wealth Dimensions Group, Ltd. | 14,846 | $235.7K | 0.09% | −3,681−19.9% | Reduced |
| Gill Capital Partners, LLC | 15,798 | $250.9K | 0.11% | −63−0.4% | Reduced |
| Sanders Morris Harris LLC | 19,734 | $313.4K | 0.11% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,893 | $331.0K | 0.00% | −40.0% | Reduced |
| Raymond James & Associates | 21,769 | $345.7K | 0.00% | −1,216−5.3% | Reduced |
| Envestnet Asset Management Inc | 26,520 | $421.1K | 0.00% | +26,520 | New |
| Uncommon Cents Investing LLC | 29,830 | $473.7K | 0.17% | −2,000−6.3% | Reduced |
| Wells Fargo & Company | 30,740 | $488.2K | 0.00% | −67,584−68.7% | Reduced |
| WealthTrust Axiom LLC | 31,200 | $495.5K | 0.17% | −2,000−6.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 35,142 | $558.1K | 0.23% | +35,142 | New |
| CNH Partners LLC | 35,682 | $566.6K | 0.02% | −347−1.0% | Reduced |
| M&R Capital Management Inc | 36,528 | $580.1K | 0.16% | −1,000−2.7% | Reduced |
| Atlantic Union Bankshares Corp | 40,492 | $643.0K | 0.07% | −1,900−4.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 42,112 | $668.7K | 0.00% | +32+0.1% | Added |
| Guggenheim Capital LLC | 51,667 | $820.5K | 0.01% | +1,879+3.8% | Added |
| SeaBridge Investment Advisors LLC | 125,362 | $1.99M | 0.70% | +125,362 | New |
| Karpus Management, Inc. | 301,249 | $4.78M | 0.15% | +38,777+14.8% | Added |
| Allspring Global Investments Holdings, LLC | 408,683 | $6.49M | 0.01% | +22,407+5.8% | Added |
| 1607 Capital Partners, LLC | 1,302,040 | $20.7M | 1.45% | −17,125−1.3% | Reduced |
| Sit Investment Associates Inc | 1,991,172 | $31.6M | 0.86% | +84,415+4.4% | Added |
| 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 |