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