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 2023
Institutional positions in Insight Select Income Fund as of Jun 30, 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
- 31
- −1 vs. Q1 2023
- Shares held
- 4.90M
- +246.5K (+5.3%) vs. Q1 2023
- Total value
- $76.7M
- +$2.73M (+3.7%) vs. Q1 2023
- New holders
- 1
- 14 more added
- Sold out
- 2
- 6 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 39 | $610 | 0.00% | −939−96.0% | Reduced |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 100 | $1.56K | 0.00% | +100 | New |
| IFP Advisors, Inc | 222 | $4.08K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,124 | $48.9K | 0.00% | +124+4.1% | Added |
| Royal Bank of Canada | 3,667 | $57.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,092 | $79.6K | 0.00% | −165−3.1% | Reduced |
| UBS Group AG | 5,592 | $87.5K | 0.00% | −3,495−38.5% | Reduced |
| Morgan Stanley | 12,737 | $199.2K | 0.00% | −1,785−12.3% | Reduced |
| LPL Financial LLC | 13,965 | $218.4K | 0.00% | +1,216+9.5% | Added |
| Wealth Dimensions Group, Ltd. | 14,846 | $232.2K | 0.08% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 15,013 | $234.8K | 0.12% | +1,409+10.4% | Added |
| Gill Capital Partners, LLC | 15,798 | $247.1K | 0.10% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 19,734 | $308.6K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,893 | $327.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 21,649 | $338.6K | 0.00% | −120−0.6% | Reduced |
| Uncommon Cents Investing LLC | 29,830 | $466.5K | 0.16% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 31,200 | $487.9K | 0.16% | 00.0% | Unchanged |
| Wells Fargo & Company | 31,240 | $488.6K | 0.00% | +500+1.6% | Added |
| M&R Capital Management Inc | 36,503 | $570.9K | 0.15% | −25−0.1% | Reduced |
| CNH Partners LLC | 36,518 | $571.1K | 0.02% | +836+2.3% | Added |
| Atlantic Union Bankshares Corp | 40,892 | $639.5K | 0.06% | +400+1.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 42,183 | $659.7K | 0.00% | +71+0.2% | Added |
| Guggenheim Capital LLC | 54,123 | $846.5K | 0.01% | +2,456+4.8% | Added |
| Envestnet Asset Management Inc | 55,122 | $862.0K | 0.00% | +28,602+107.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 108,766 | $1.70M | 0.68% | +73,624+209.5% | Added |
| SeaBridge Investment Advisors LLC | 132,415 | $2.07M | 0.68% | +7,053+5.6% | Added |
| Karpus Management, Inc. | 321,000 | $5.02M | 0.16% | +19,751+6.6% | Added |
| Allspring Global Investments Holdings, LLC | 471,378 | $7.37M | 0.01% | +62,695+15.3% | Added |
| 1607 Capital Partners, LLC | 1,302,040 | $20.4M | 1.46% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 2,057,516 | $32.2M | 0.84% | +66,344+3.3% | Added |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −12,125−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |