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 2024
Institutional positions in Insight Select Income Fund as of Sep 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
- 38
- +2 vs. Q2 2024
- Shares held
- 5.70M
- +161.3K (+2.9%) vs. Q2 2024
- Total value
- $100.6M
- +$10.2M (+11.3%) vs. Q2 2024
- New holders
- 5
- 8 more added
- Sold out
- 3
- 16 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,504,246 | $44.2M | 0.99% | +49,888+2.0% | Added |
| Karpus Management, Inc. | 1,021,745 | $18.0M | 0.50% | −28,888−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 611,860 | $10.8M | 0.02% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 544,582 | $9.61M | 0.88% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 203,035 | $3.55M | 0.00% | +89,411+78.7% | Added |
| Guggenheim Capital LLC | 197,141 | $3.48M | 0.02% | +62,048+45.9% | Added |
| SeaBridge Investment Advisors LLC | 157,999 | $2.79M | 0.68% | +4,423+2.9% | Added |
| Shaker Financial Services, LLC | 55,091 | $972.4K | 0.37% | −2,217−3.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,331 | $694.2K | 0.00% | +45+0.1% | Added |
| M&R Capital Management Inc | 28,893 | $510.0K | 0.11% | −760−2.6% | Reduced |
| Riverbridge Partners LLC | 28,842 | $509.1K | 0.01% | +141+0.5% | Added |
| Uncommon Cents Investing LLC | 27,430 | $484.1K | 0.14% | −350−1.3% | Reduced |
| CNH Partners LLC | 24,713 | $436.2K | 0.01% | −4,373−15.0% | Reduced |
| WealthTrust Axiom LLC | 23,700 | $418.3K | 0.12% | −1,000−4.0% | Reduced |
| Atlantic Union Bankshares Corp | 21,760 | $384.1K | 0.02% | −1,441−6.2% | Reduced |
| Commonwealth Equity Services, LLC | 20,786 | $367.0K | 0.00% | −85−0.4% | Reduced |
| Baird Financial Group, Inc. | 20,500 | $361.8K | 0.00% | −50−0.2% | Reduced |
| Wells Fargo & Company | 16,209 | $286.1K | 0.00% | −2,825−14.8% | Reduced |
| Aviance Capital Partners, LLC | 15,755 | $278.1K | 0.04% | −4,072−20.5% | Reduced |
| Transatlantique Private Wealth LLC | 15,351 | $270.9K | 0.10% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 14,995 | $264.7K | 0.09% | −516−3.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 14,382 | $253.8K | 0.06% | −23−0.2% | Reduced |
| Raymond James & Associates | 13,948 | $246.2K | 0.00% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 13,352 | $235.6K | 0.19% | +13,352 | New |
| Dakota Wealth Management | 11,850 | $209.2K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,659 | $188.1K | 0.00% | +603+6.0% | Added |
| Cetera Investment Advisers | 10,221 | $180.4K | 0.00% | +10,221 | New |
| Morgan Stanley | 8,989 | $158.7K | 0.00% | −10.0% | Reduced |
| Advisor Group Holdings, Inc. | 6,889 | $121.6K | 0.00% | +8+0.1% | Added |
| UBS Group AG | 6,371 | $112.5K | 0.00% | −1,844−22.4% | Reduced |
| US Bancorp | 4,066 | $71.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,518 | $62.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,074 | $36.6K | 0.00% | −111−5.1% | Reduced |
| LRI Investments, LLC | 1,588 | $27.5K | 0.00% | +1,588 | New |
| Tradewinds, LLC. | 530 | $9.36K | 0.00% | +530 | New |
| Harbour Investments, Inc. | 340 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $18 | 0.00% | +1 | New |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,781−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −9,586−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −25−100.0% | Sold out |