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 2024
Institutional positions in Insight Select Income Fund as of Mar 31, 2024. 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
- 35
- +1 vs. Q4 2023
- Shares held
- 5.48M
- +40.6K (+0.7%) vs. Q4 2023
- Total value
- $90.4M
- +$3.49M (+4.0%) vs. Q4 2023
- New holders
- 3
- 11 more added
- Sold out
- 2
- 10 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,525,647 | $41.6M | 0.96% | +174,226+7.4% | Added |
| Karpus Management, Inc. | 1,089,157 | $18.0M | 0.52% | +557,304+104.8% | Added |
| Allspring Global Investments Holdings, LLC | 610,726 | $10.1M | 0.02% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 578,519 | $9.54M | 0.78% | −723,521−55.6% | Reduced |
| SeaBridge Investment Advisors LLC | 148,853 | $2.45M | 0.65% | +7,159+5.1% | Added |
| Guggenheim Capital LLC | 97,135 | $1.60M | 0.01% | +26,570+37.7% | Added |
| CNH Partners LLC | 40,230 | $663.4K | 0.02% | −6,975−14.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,647 | $653.8K | 0.00% | −1,922−4.6% | Reduced |
| M&R Capital Management Inc | 30,653 | $505.5K | 0.12% | −2,450−7.4% | Reduced |
| Uncommon Cents Investing LLC | 27,780 | $458.1K | 0.14% | +250+0.9% | Added |
| Riverbridge Partners LLC | 27,129 | $447.4K | 0.01% | +27,129 | New |
| Atlantic Union Bankshares Corp | 26,632 | $439.2K | 0.04% | +3,065+13.0% | Added |
| WealthTrust Axiom LLC | 24,700 | $407.3K | 0.13% | 00.0% | Unchanged |
| Wells Fargo & Company | 21,159 | $348.9K | 0.00% | −2,750−11.5% | Reduced |
| Commonwealth Equity Services, LLC | 20,871 | $344.0K | 0.00% | +37+0.2% | Added |
| Aviance Capital Partners, LLC | 19,676 | $324.5K | 0.05% | −1,066−5.1% | Reduced |
| Baird Financial Group, Inc. | 19,550 | $322.4K | 0.00% | +7,050+56.4% | Added |
| Raymond James & Associates | 15,948 | $263.0K | 0.00% | −700−4.2% | Reduced |
| Transatlantique Private Wealth LLC | 15,351 | $253.1K | 0.11% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 15,511 | $250.7K | 0.10% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,165 | $250.1K | 0.02% | +2,474+19.5% | Added |
| Wealth Dimensions Group, Ltd. | 14,372 | $237.0K | 0.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,850 | $195.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,703 | $193.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 9,392 | $154.9K | 0.00% | −3,002−24.2% | Reduced |
| UBS Group AG | 6,863 | $113.2K | 0.00% | −79−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 5,225 | $86.2K | 0.00% | +412+8.6% | Added |
| Royal Bank of Canada | 3,518 | $58.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,282 | $54.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,129 | $51.6K | 0.00% | +1,055+50.9% | Added |
| Jones Financial Companies LLLP | 1,397 | $23.0K | 0.00% | +1,397 | New |
| Harbour Investments, Inc. | 340 | $5.61K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 92 | $1.52K | 0.00% | −13−12.4% | Reduced |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2 | $33 | 0.00% | +2 | New |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |