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 2024
Institutional positions in Insight Select Income Fund as of Jun 30, 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
- 36
- +1 vs. Q1 2024
- Shares held
- 5.54M
- +60.2K (+1.1%) vs. Q1 2024
- Total value
- $90.4M
- +$51.2K (+0.1%) vs. Q1 2024
- New holders
- 3
- 11 more added
- Sold out
- 2
- 13 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,454,358 | $40.1M | 0.92% | −71,289−2.8% | Reduced |
| Karpus Management, Inc. | 1,050,633 | $17.1M | 0.48% | −38,524−3.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 611,860 | $9.98M | 0.02% | +1,134+0.2% | Added |
| 1607 Capital Partners, LLC | 544,582 | $8.89M | 0.80% | −33,937−5.9% | Reduced |
| SeaBridge Investment Advisors LLC | 153,576 | $2.51M | 0.65% | +4,723+3.2% | Added |
| Guggenheim Capital LLC | 135,093 | $2.20M | 0.02% | +37,958+39.1% | Added |
| Jones Financial Companies LLLP | 113,624 | $1.85M | 0.00% | +112,227+8,033.4% | Added |
| Shaker Financial Services, LLC | 57,308 | $935.2K | 0.38% | +57,308 | New |
| Raymond James Financial Services Advisors, Inc. | 39,286 | $641.1K | 0.00% | −361−0.9% | Reduced |
| M&R Capital Management Inc | 29,653 | $483.9K | 0.12% | −1,000−3.3% | Reduced |
| CNH Partners LLC | 29,086 | $474.7K | 0.01% | −11,144−27.7% | Reduced |
| Riverbridge Partners LLC | 28,701 | $468.4K | 0.01% | +1,572+5.8% | Added |
| Uncommon Cents Investing LLC | 27,780 | $453.3K | 0.14% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 24,700 | $403.1K | 0.13% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 23,201 | $378.6K | 0.02% | −3,431−12.9% | Reduced |
| Commonwealth Equity Services, LLC | 20,871 | $341.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 20,550 | $335.4K | 0.00% | +1,000+5.1% | Added |
| Aviance Capital Partners, LLC | 19,827 | $323.6K | 0.05% | +151+0.8% | Added |
| Wells Fargo & Company | 19,034 | $310.6K | 0.00% | −2,125−10.0% | Reduced |
| Gill Capital Partners, LLC | 15,511 | $253.1K | 0.10% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 15,351 | $250.5K | 0.10% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 14,405 | $235.1K | 0.07% | +33+0.2% | Added |
| Raymond James & Associates | 13,948 | $227.6K | 0.00% | −2,000−12.5% | Reduced |
| Landscape Capital Management, L.L.C. | 12,781 | $208.6K | 0.02% | −2,384−15.7% | Reduced |
| Dakota Wealth Management | 11,850 | $193.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,056 | $164.1K | 0.00% | −1,647−14.1% | Reduced |
| Wolverine Asset Management LLC | 9,586 | $156.4K | 0.00% | +9,586 | New |
| Morgan Stanley | 8,990 | $146.7K | 0.00% | −402−4.3% | Reduced |
| UBS Group AG | 8,215 | $134.1K | 0.00% | +1,352+19.7% | Added |
| Advisor Group Holdings, Inc. | 6,881 | $112.3K | 0.00% | +1,656+31.7% | Added |
| US Bancorp | 4,066 | $66.4K | 0.00% | +784+23.9% | Added |
| Royal Bank of Canada | 3,518 | $57.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,185 | $35.7K | 0.00% | −944−30.2% | Reduced |
| Harbour Investments, Inc. | 340 | $5.55K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 25 | $410 | 0.00% | +25 | New |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −2−100.0% | Sold out |