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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $18 | 0.00% | +1 | New |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 340 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds, LLC. | 530 | $9.36K | 0.00% | +530 | New |
| LRI Investments, LLC | 1,588 | $27.5K | 0.00% | +1,588 | New |
| Bank of America Corp | 2,074 | $36.6K | 0.00% | −111−5.1% | Reduced |
| Royal Bank of Canada | 3,518 | $62.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,066 | $71.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,371 | $112.5K | 0.00% | −1,844−22.4% | Reduced |
| Advisor Group Holdings, Inc. | 6,889 | $121.6K | 0.00% | +8+0.1% | Added |
| Morgan Stanley | 8,989 | $158.7K | 0.00% | −10.0% | Reduced |
| Cetera Investment Advisers | 10,221 | $180.4K | 0.00% | +10,221 | New |
| LPL Financial LLC | 10,659 | $188.1K | 0.00% | +603+6.0% | Added |
| Dakota Wealth Management | 11,850 | $209.2K | 0.00% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 13,352 | $235.6K | 0.19% | +13,352 | New |
| Raymond James & Associates | 13,948 | $246.2K | 0.00% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 14,382 | $253.8K | 0.06% | −23−0.2% | Reduced |
| Gill Capital Partners, LLC | 14,995 | $264.7K | 0.09% | −516−3.3% | Reduced |
| Transatlantique Private Wealth LLC | 15,351 | $270.9K | 0.10% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 15,755 | $278.1K | 0.04% | −4,072−20.5% | Reduced |
| Wells Fargo & Company | 16,209 | $286.1K | 0.00% | −2,825−14.8% | Reduced |
| Baird Financial Group, Inc. | 20,500 | $361.8K | 0.00% | −50−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 20,786 | $367.0K | 0.00% | −85−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 21,760 | $384.1K | 0.02% | −1,441−6.2% | Reduced |
| WealthTrust Axiom LLC | 23,700 | $418.3K | 0.12% | −1,000−4.0% | Reduced |
| CNH Partners LLC | 24,713 | $436.2K | 0.01% | −4,373−15.0% | Reduced |
| Uncommon Cents Investing LLC | 27,430 | $484.1K | 0.14% | −350−1.3% | Reduced |
| Riverbridge Partners LLC | 28,842 | $509.1K | 0.01% | +141+0.5% | Added |
| M&R Capital Management Inc | 28,893 | $510.0K | 0.11% | −760−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,331 | $694.2K | 0.00% | +45+0.1% | Added |
| Shaker Financial Services, LLC | 55,091 | $972.4K | 0.37% | −2,217−3.9% | Reduced |
| SeaBridge Investment Advisors LLC | 157,999 | $2.79M | 0.68% | +4,423+2.9% | Added |
| Guggenheim Capital LLC | 197,141 | $3.48M | 0.02% | +62,048+45.9% | Added |
| Jones Financial Companies LLLP | 203,035 | $3.55M | 0.00% | +89,411+78.7% | Added |
| 1607 Capital Partners, LLC | 544,582 | $9.61M | 0.88% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 611,860 | $10.8M | 0.02% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,021,745 | $18.0M | 0.50% | −28,888−2.7% | Reduced |
| Sit Investment Associates Inc | 2,504,246 | $44.2M | 0.99% | +49,888+2.0% | Added |
| 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 |