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
INSI is no longer listed, so this page shows Q4 2024. 13F filings for later quarters list far fewer holders.
- 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 |
|---|---|---|---|---|---|
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,588 | $27.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,074 | $35.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,518 | $61.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,066 | $70.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,758 | $117.1K | 0.00% | −131−1.9% | Reduced |
| UBS Group AG | 7,477 | $129.6K | 0.00% | +1,106+17.4% | Added |
| Morgan Stanley | 7,608 | $131.9K | 0.00% | −1,381−15.4% | Reduced |
| Cetera Investment Advisers | 10,390 | $180.1K | 0.00% | +169+1.7% | Added |
| LPL Financial LLC | 10,529 | $182.5K | 0.00% | −130−1.2% | Reduced |
| Dakota Wealth Management | 11,850 | $205.4K | 0.00% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 14,201 | $246.1K | 0.06% | −181−1.3% | Reduced |
| Gill Capital Partners, LLC | 14,977 | $259.6K | 0.09% | −18−0.1% | Reduced |
| Transatlantique Private Wealth LLC | 15,351 | $266.0K | 0.10% | 00.0% | Unchanged |
| Wells Fargo & Company | 17,294 | $299.7K | 0.00% | +1,085+6.7% | Added |
| Aviance Capital Partners, LLC | 17,644 | $305.8K | 0.04% | +1,889+12.0% | Added |
| Atlantic Union Bankshares Corp | 19,780 | $342.8K | 0.02% | −1,980−9.1% | Reduced |
| Shaker Financial Services, LLC | 20,585 | $356.7K | 0.14% | −34,506−62.6% | Reduced |
| Commonwealth Equity Services, LLC | 20,949 | $363.0K | 0.00% | +163+0.8% | Added |
| Baird Financial Group, Inc. | 23,000 | $398.6K | 0.00% | +2,500+12.2% | Added |
| WealthTrust Axiom LLC | 23,700 | $410.7K | 0.12% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 26,720 | $463.1K | 0.00% | +26,720 | New |
| Uncommon Cents Investing LLC | 26,835 | $465.1K | 0.14% | −595−2.2% | Reduced |
| Jones Financial Companies LLLP | 29,552 | $512.1K | 0.00% | −173,483−85.4% | Reduced |
| Riverbridge Partners LLC | 29,863 | $517.5K | 0.01% | +1,021+3.5% | Added |
| Wolverine Asset Management LLC | 34,452 | $597.1K | 0.01% | +34,452 | New |
| Raymond James Financial Inc | 52,734 | $913.9K | 0.00% | +52,734 | New |
| StoneX Group Inc. | 56,866 | $985.5K | 0.05% | +56,866 | New |
| Yakira Capital Management, Inc. | 64,821 | $1.12M | 0.45% | +64,821 | New |
| Invesco Ltd. | 89,939 | $1.56M | 0.00% | +89,939 | New |
| SeaBridge Investment Advisors LLC | 161,996 | $2.81M | 0.59% | +3,997+2.5% | Added |
| Quarry LP | 221,402 | $3.84M | 0.75% | +221,402 | New |
| Guggenheim Capital LLC | 223,538 | $3.87M | 0.03% | +26,397+13.4% | Added |
| Absolute Investment Advisers LLC | 408,515 | $7.08M | 0.91% | +408,515 | New |
| Allspring Global Investments Holdings, LLC | 557,474 | $9.66M | 0.02% | −54,386−8.9% | Reduced |
| 1607 Capital Partners, LLC | 631,939 | $11.0M | 0.88% | +87,357+16.0% | Added |
| Karpus Management, Inc. | 909,044 | $15.8M | 0.47% | −112,701−11.0% | Reduced |
| Sit Investment Associates Inc | 2,482,085 | $43.0M | 0.98% | −22,161−0.9% | Reduced |
| 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 |