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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 2 | $33 | 0.00% | +2 | New |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 92 | $1.52K | 0.00% | −13−12.4% | Reduced |
| Harbour Investments, Inc. | 340 | $5.61K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,397 | $23.0K | 0.00% | +1,397 | New |
| Bank of America Corp | 3,129 | $51.6K | 0.00% | +1,055+50.9% | Added |
| US Bancorp | 3,282 | $54.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,518 | $58.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,225 | $86.2K | 0.00% | +412+8.6% | Added |
| UBS Group AG | 6,863 | $113.2K | 0.00% | −79−1.1% | Reduced |
| Morgan Stanley | 9,392 | $154.9K | 0.00% | −3,002−24.2% | Reduced |
| LPL Financial LLC | 11,703 | $193.0K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,850 | $195.4K | 0.00% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 14,372 | $237.0K | 0.07% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,165 | $250.1K | 0.02% | +2,474+19.5% | Added |
| Gill Capital Partners, LLC | 15,511 | $250.7K | 0.10% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 15,351 | $253.1K | 0.11% | 00.0% | Unchanged |
| Raymond James & Associates | 15,948 | $263.0K | 0.00% | −700−4.2% | Reduced |
| Baird Financial Group, Inc. | 19,550 | $322.4K | 0.00% | +7,050+56.4% | Added |
| Aviance Capital Partners, LLC | 19,676 | $324.5K | 0.05% | −1,066−5.1% | Reduced |
| Commonwealth Equity Services, LLC | 20,871 | $344.0K | 0.00% | +37+0.2% | Added |
| Wells Fargo & Company | 21,159 | $348.9K | 0.00% | −2,750−11.5% | Reduced |
| WealthTrust Axiom LLC | 24,700 | $407.3K | 0.13% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 26,632 | $439.2K | 0.04% | +3,065+13.0% | Added |
| Riverbridge Partners LLC | 27,129 | $447.4K | 0.01% | +27,129 | New |
| Uncommon Cents Investing LLC | 27,780 | $458.1K | 0.14% | +250+0.9% | Added |
| M&R Capital Management Inc | 30,653 | $505.5K | 0.12% | −2,450−7.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,647 | $653.8K | 0.00% | −1,922−4.6% | Reduced |
| CNH Partners LLC | 40,230 | $663.4K | 0.02% | −6,975−14.8% | Reduced |
| Guggenheim Capital LLC | 97,135 | $1.60M | 0.01% | +26,570+37.7% | Added |
| SeaBridge Investment Advisors LLC | 148,853 | $2.45M | 0.65% | +7,159+5.1% | Added |
| 1607 Capital Partners, LLC | 578,519 | $9.54M | 0.78% | −723,521−55.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 610,726 | $10.1M | 0.02% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,089,157 | $18.0M | 0.52% | +557,304+104.8% | Added |
| Sit Investment Associates Inc | 2,525,647 | $41.6M | 0.96% | +174,226+7.4% | Added |
| 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 |