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, Q4 2024
Institutional positions in Insight Select Income Fund as of Dec 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
- 38
- +3 vs. Q3 2024
- Shares held
- 6.26M
- +640.5K (+11.4%) vs. Q3 2024
- Total value
- $108.5M
- +$9.34M (+9.4%) vs. Q3 2024
- New holders
- 8
- 10 more added
- Sold out
- 5
- 12 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Insight Select Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,482,085 | $43.0M | 0.98% | −22,161−0.9% | Reduced |
| Karpus Management, Inc. | 909,044 | $15.8M | 0.47% | −112,701−11.0% | Reduced |
| 1607 Capital Partners, LLC | 631,939 | $11.0M | 0.88% | +87,357+16.0% | Added |
| Allspring Global Investments Holdings, LLC | 557,474 | $9.66M | 0.02% | −54,386−8.9% | Reduced |
| Absolute Investment Advisers LLC | 408,515 | $7.08M | 0.91% | +408,515 | New |
| Guggenheim Capital LLC | 223,538 | $3.87M | 0.03% | +26,397+13.4% | Added |
| Quarry LP | 221,402 | $3.84M | 0.75% | +221,402 | New |
| SeaBridge Investment Advisors LLC | 161,996 | $2.81M | 0.59% | +3,997+2.5% | Added |
| Invesco Ltd. | 89,939 | $1.56M | 0.00% | +89,939 | New |
| Yakira Capital Management, Inc. | 64,821 | $1.12M | 0.45% | +64,821 | New |
| StoneX Group Inc. | 56,866 | $985.5K | 0.05% | +56,866 | New |
| Raymond James Financial Inc | 52,734 | $913.9K | 0.00% | +52,734 | New |
| Wolverine Asset Management LLC | 34,452 | $597.1K | 0.01% | +34,452 | New |
| Riverbridge Partners LLC | 29,863 | $517.5K | 0.01% | +1,021+3.5% | Added |
| Jones Financial Companies LLLP | 29,552 | $512.1K | 0.00% | −173,483−85.4% | Reduced |
| Uncommon Cents Investing LLC | 26,835 | $465.1K | 0.14% | −595−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,720 | $463.1K | 0.00% | +26,720 | New |
| WealthTrust Axiom LLC | 23,700 | $410.7K | 0.12% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 23,000 | $398.6K | 0.00% | +2,500+12.2% | Added |
| Commonwealth Equity Services, LLC | 20,949 | $363.0K | 0.00% | +163+0.8% | Added |
| Shaker Financial Services, LLC | 20,585 | $356.7K | 0.14% | −34,506−62.6% | Reduced |
| Atlantic Union Bankshares Corp | 19,780 | $342.8K | 0.02% | −1,980−9.1% | Reduced |
| Aviance Capital Partners, LLC | 17,644 | $305.8K | 0.04% | +1,889+12.0% | Added |
| Wells Fargo & Company | 17,294 | $299.7K | 0.00% | +1,085+6.7% | Added |
| Transatlantique Private Wealth LLC | 15,351 | $266.0K | 0.10% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 14,977 | $259.6K | 0.09% | −18−0.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 14,201 | $246.1K | 0.06% | −181−1.3% | Reduced |
| Dakota Wealth Management | 11,850 | $205.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,529 | $182.5K | 0.00% | −130−1.2% | Reduced |
| Cetera Investment Advisers | 10,390 | $180.1K | 0.00% | +169+1.7% | Added |
| Morgan Stanley | 7,608 | $131.9K | 0.00% | −1,381−15.4% | Reduced |
| UBS Group AG | 7,477 | $129.6K | 0.00% | +1,106+17.4% | Added |
| Advisor Group Holdings, Inc. | 6,758 | $117.1K | 0.00% | −131−1.9% | Reduced |
| US Bancorp | 4,066 | $70.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,518 | $61.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,074 | $35.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,588 | $27.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 0 | $0 | 0.00% | −24,713−100.0% | Sold out |
| Uhlmann Price Securities, LLC | 0 | $0 | 0.00% | −13,352−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |