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 2023
Institutional positions in Insight Select Income Fund as of Sep 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
- 34
- +3 vs. Q2 2023
- Shares held
- 5.16M
- +260.7K (+5.3%) vs. Q2 2023
- Total value
- $77.6M
- +$932.5K (+1.2%) vs. Q2 2023
- New holders
- 6
- 12 more added
- Sold out
- 3
- 8 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 105 | $1.58K | 0.00% | +105 | New |
| IFP Advisors, Inc | 222 | $3.34K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 340 | $5.11K | 0.00% | +340 | New |
| Central Trust Co | 517 | $7.77K | 0.00% | +517 | New |
| JPMorgan Chase & Co | 1,934 | $29.1K | 0.00% | +1,934 | New |
| US Bancorp | 3,249 | $48.8K | 0.00% | +125+4.0% | Added |
| Royal Bank of Canada | 3,636 | $55.0K | 0.00% | −31−0.8% | Reduced |
| Wolverine Asset Management LLC | 4,449 | $66.9K | 0.00% | +4,349+4,349.0% | Added |
| UBS Group AG | 6,263 | $94.1K | 0.00% | +671+12.0% | Added |
| Advisor Group Holdings, Inc. | 8,905 | $133.8K | 0.00% | +3,813+74.9% | Added |
| Dakota Wealth Management | 11,850 | $178.1K | 0.01% | +11,850 | New |
| Morgan Stanley | 12,634 | $189.9K | 0.00% | −103−0.8% | Reduced |
| LPL Financial LLC | 13,978 | $210.1K | 0.00% | +13+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 14,846 | $223.1K | 0.08% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 15,351 | $230.7K | 0.12% | +338+2.3% | Added |
| Gill Capital Partners, LLC | 15,798 | $237.4K | 0.10% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,893 | $314.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 21,649 | $325.4K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 22,200 | $333.7K | 0.13% | −86,566−79.6% | Reduced |
| Aviance Capital Partners, LLC | 22,336 | $335.7K | 0.08% | +22,336 | New |
| Uncommon Cents Investing LLC | 28,030 | $421.3K | 0.15% | −1,800−6.0% | Reduced |
| Wells Fargo & Company | 28,083 | $422.1K | 0.00% | −3,157−10.1% | Reduced |
| WealthTrust Axiom LLC | 31,200 | $468.9K | 0.17% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 34,067 | $512.0K | 0.05% | −6,825−16.7% | Reduced |
| M&R Capital Management Inc | 36,103 | $542.6K | 0.15% | −400−1.1% | Reduced |
| CNH Partners LLC | 40,450 | $608.0K | 0.03% | +3,932+10.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,497 | $623.7K | 0.00% | −686−1.6% | Reduced |
| Guggenheim Capital LLC | 62,239 | $935.5K | 0.01% | +8,116+15.0% | Added |
| SeaBridge Investment Advisors LLC | 140,371 | $2.11M | 0.70% | +7,956+6.0% | Added |
| Karpus Management, Inc. | 495,018 | $7.44M | 0.25% | +174,018+54.2% | Added |
| Allspring Global Investments Holdings, LLC | 516,882 | $7.77M | 0.01% | +45,504+9.7% | Added |
| 1607 Capital Partners, LLC | 1,302,040 | $19.6M | 1.47% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 2,206,750 | $33.2M | 0.91% | +149,234+7.3% | Added |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −55,122−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −19,734−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −39−100.0% | Sold out |