# INSIGHT SELECT INCOME FD (INSI)

> Institutional ownership reported to the SEC as of Q4 2024, from Form 13F filings. Source: https://holderbook.com/stocks/INSI/

- Reporting holders: 38
- Reported value: $108.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SIT INVESTMENT ASSOCIATES INC](https://holderbook.com/funds/769317-sit-investment-associates-inc/) | $43.0M | 2,482,085 | 1.0% | 25 |
| [Karpus Management, Inc.](https://holderbook.com/funds/1048703-karpus-management-inc/) | $15.8M | 909,044 | 0.5% | 14 |
| [1607 Capital Partners, LLC](https://holderbook.com/funds/1436866-1607-capital-partners-llc/) | $11.0M | 631,939 | 0.9% | 12 |
| [Allspring Global Investments Holdings, LLC](https://holderbook.com/funds/1890906-allspring-global-investments-holdings-llc/) | $9.7M | 557,474 | 0.0% | 13 |
| [ABSOLUTE INVESTMENT ADVISERS, LLC](https://holderbook.com/funds/1316187-absolute-investment-advisers-llc/) | $7.1M | 408,515 | 0.9% | 1 |
| [GUGGENHEIM CAPITAL LLC](https://holderbook.com/funds/1283072-guggenheim-capital-llc/) | $3.9M | 223,538 | 0.0% | 25 |
| [Quarry LP](https://holderbook.com/funds/1965207-quarry-lp/) | $3.8M | 221,402 | 0.5% | 1 |
| [SeaBridge Investment Advisors LLC](https://holderbook.com/funds/1304229-seabridge-investment-advisors-llc/) | $2.8M | 161,996 | 0.6% | 8 |
| [Invesco Ltd.](https://holderbook.com/funds/914208-invesco-ltd/) | $1.6M | 89,939 | 0.0% | 1 |
| [Yakira Capital Management, Inc.](https://holderbook.com/funds/1584639-yakira-capital-management-inc/) | $1.1M | 64,821 | 0.4% | 1 |
| [StoneX Group Inc.](https://holderbook.com/funds/913760-stonex-group-inc/) | $985.5K | 56,866 | 0.1% | 1 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $913.9K | 52,734 | 0.0% | 1 |
| [WOLVERINE ASSET MANAGEMENT LLC](https://holderbook.com/funds/1279891-wolverine-asset-management-llc/) | $597.1K | 34,452 | 0.0% | 1 |
| [RIVERBRIDGE PARTNERS LLC](https://holderbook.com/funds/1112325-riverbridge-partners-llc/) | $517.5K | 29,863 | 0.0% | 4 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $512.1K | 29,552 | 0.0% | 4 |
| [Uncommon Cents Investing LLC](https://holderbook.com/funds/1729754-uncommon-cents-investing-llc/) | $465.1K | 26,835 | 0.1% | 25 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $463.1K | 26,720 | 0.0% | 1 |
| [WealthTrust Axiom LLC](https://holderbook.com/funds/1425949-wealthtrust-axiom-llc/) | $410.7K | 23,700 | 0.1% | 25 |
| [Baird Financial Group, Inc.](https://holderbook.com/funds/1648711-baird-financial-group-inc/) | $398.6K | 23,000 | 0.0% | 5 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $363.0K | 20,949 | 0.0% | 25 |
| [Shaker Financial Services, LLC](https://holderbook.com/funds/1511794-shaker-financial-services-llc/) | $356.7K | 20,585 | 0.1% | 3 |
| [Atlantic Union Bankshares Corp](https://holderbook.com/funds/883948-atlantic-union-bankshares-corp/) | $342.8K | 19,780 | 0.0% | 16 |
| [Aviance Capital Partners, LLC](https://holderbook.com/funds/1542383-aviance-capital-partners-llc/) | $305.8K | 17,644 | 0.0% | 6 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $299.7K | 17,294 | 0.0% | 25 |
| [TRANSATLANTIQUE PRIVATE WEALTH LLC](https://holderbook.com/funds/1935000-transatlantique-private-wealth-llc/) | $266.0K | 15,351 | 0.1% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2024 | 38 | $108.5M |
| Q3 2024 | 38 | $100.6M |
| Q2 2024 | 36 | $90.4M |
| Q1 2024 | 35 | $90.7M |
| Q4 2023 | 34 | $87.1M |
| 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 | 34 | $58.2M |
| Q1 2022 | 40 | $58.6M |

