INSIGHT SELECT INCOME FD (INSI)
Institutional ownership reported to the SEC as of Q4 2024, across 25 quarters.
38
Reporting holders
$108.5M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $43.0M | 2,482,085 | 0.98% | 25q | -0.9%-$384.1K |
| Karpus Management, Inc. | $15.8M | 909,044 | 0.47% | 14q | -11.0%-$2.0M |
| 1607 Capital Partners, LLC | $11.0M | 631,939 | 0.88% | 12q | +16.0%+$1.5M |
| Allspring Global Investments Holdings, LLC | $9.7M | 557,474 | 0.02% | 13q | -8.9%-$942.5K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $7.1M | 408,515 | 0.91% | new | NEW |
| GUGGENHEIM CAPITAL LLC | $3.9M | 223,538 | 0.03% | 25q | +13.4%+$457.5K |
| Quarry LP | $3.8M | 221,402 | 0.54% | new | NEW |
| SeaBridge Investment Advisors LLC | $2.8M | 161,996 | 0.59% | 8q | +2.5%+$69.3K |
| Invesco Ltd. | $1.6M | 89,939 | 0.00% | new | NEW |
| Yakira Capital Management, Inc. | $1.1M | 64,821 | 0.41% | new | NEW |
| StoneX Group Inc. | $985.5K | 56,866 | 0.05% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $913.9K | 52,734 | 0.00% | new | FIRST |
| WOLVERINE ASSET MANAGEMENT LLC | $597.1K | 34,452 | 0.01% | new | NEW |
| RIVERBRIDGE PARTNERS LLC | $517.5K | 29,863 | 0.01% | 4q | +3.5%+$17.7K |
| JONES FINANCIAL COMPANIES LLLP | $512.1K | 29,552 | 0.00% | 4q | -85.4%-$3.0M |
| Uncommon Cents Investing LLC | $465.1K | 26,835 | 0.14% | 25q | -2.2%-$10.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $463.1K | 26,720 | 0.00% | new | NEW |
| WealthTrust Axiom LLC | $410.7K | 23,700 | 0.12% | 25q | HELD |
| Baird Financial Group, Inc. | $398.6K | 23,000 | 0.00% | 5q | +12.2%+$43.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $363.0K | 20,949 | 0.00% | 25q | +0.8%+$2.8K |
| Shaker Financial Services, LLC | $356.7K | 20,585 | 0.14% | 3q | -62.6%-$598.0K |
| Atlantic Union Bankshares Corp | $342.8K | 19,780 | 0.02% | 16q | -9.1%-$34.3K |
| Aviance Capital Partners, LLC | $305.8K | 17,644 | 0.04% | 6q | +12.0%+$32.7K |
| WELLS FARGO & COMPANY/MN | $299.7K | 17,294 | 0.00% | 25q | +6.7%+$18.8K |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | $266.0K | 15,351 | 0.10% | 8q | HELD |
| GILL CAPITAL PARTNERS, LLC | $259.6K | 14,977 | 0.09% | 21q | HELD |
| Wealth Dimensions Group, Ltd. | $246.1K | 14,201 | 0.06% | 17q | -1.3%-$3.1K |
| Dakota Wealth Management | $205.4K | 11,850 | 0.00% | 6q | HELD |
| LPL Financial LLC | $182.5K | 10,529 | 0.00% | 25q | -1.2%-$2.3K |
| Cetera Investment Advisers | $180.1K | 10,390 | 0.00% | 2q | +1.7%+$2.9K |
| MORGAN STANLEY | $131.9K | 7,608 | 0.00% | 29q | -15.4%-$23.9K |
| UBS Group AG | $129.6K | 7,477 | 0.00% | 25q | +17.4%+$19.2K |
| OSAIC HOLDINGS, INC. | $117.1K | 6,758 | 0.00% | 20q | -1.9%-$2.3K |
| US BANCORP \DE\ | $70.5K | 4,066 | 0.00% | 25q | HELD |
| Royal Bank of Canada | $61.0K | 3,518 | 0.00% | 25q | HELD |
| BANK OF AMERICA CORP /DE/ | $35.9K | 2,074 | 0.00% | 5q | HELD |
| LRI Investments, LLC | $27.5K | 1,588 | 0.00% | 2q | HELD |
| TSFG, LLC | $1.0K | 50 | 0.00% | 13q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2024 | 38 | $108.5M | 6,261,164 | 7 | 10 | 11 | 0.0% |
| Q3 2024 | 38 | $100.6M | 5,702,792 | 4 | 5 | 12 | 0.0% |
| Q2 2024 | 36 | $90.4M | 5,541,481 | 3 | 9 | 13 | 0.0% |
| Q1 2024 | 35 | $90.7M | 5,500,038 | 3 | 11 | 9 | 0.0% |
| Q4 2023 | 34 | $87.1M | 5,455,920 | 3 | 10 | 12 | 0.0% |
| Q3 2023 | 34 | $77.6M | 5,163,935 | 5 | 11 | 10 | 0.0% |
| Q2 2023 | 31 | $76.7M | 4,903,469 | 1 | 14 | 5 | 0.0% |
| Q1 2023 | 33 | $74.0M | 4,656,893 | 5 | 8 | 10 | 0.0% |
| Q4 2022 | 31 | $66.9M | 4,426,968 | 1 | 8 | 11 | 0.0% |
| Q3 2022 | 30 | $61.3M | 3,988,539 | 1 | 9 | 10 | 0.0% |
| Q2 2022 | 34 | $58.2M | 3,620,921 | 1 | 8 | 12 | 0.0% |
| Q1 2022 | 40 | $58.6M | 3,277,133 | 9 | 8 | 10 | 0.0% |
| Q4 2021 | 33 | $59.4M | 2,644,505 | 2 | 7 | 11 | 0.0% |
| Q3 2021 | 34 | $58.3M | 2,778,571 | 4 | 7 | 11 | 0.0% |
| Q2 2021 | 33 | $61.8M | 2,855,485 | 3 | 11 | 7 | 0.0% |
| Q1 2021 | 32 | $55.7M | 2,721,918 | 4 | 8 | 10 | 0.0% |
| Q4 2020 | 35 | $63.4M | 2,970,311 | 6 | 8 | 10 | 0.0% |
| Q3 2020 | 32 | $58.0M | 2,868,771 | 3 | 7 | 10 | 0.0% |
| Q2 2020 | 36 | $57.6M | 2,929,539 | 7 | 9 | 9 | 0.0% |
| Q1 2020 | 31 | $55.9M | 2,829,422 | 2 | 6 | 9 | 0.0% |
| Q4 2019 | 35 | $60.6M | 3,028,352 | 3 | 10 | 8 | 0.0% |
| Q3 2019 | 35 | $64.5M | 3,149,402 | 6 | 7 | 10 | 0.0% |
| Q2 2019 | 33 | $63.0M | 3,127,271 | 2 | 8 | 10 | 0.0% |
| Q1 2019 | 34 | $60.3M | 3,150,811 | 0 | 7 | 12 | 0.0% |
| Q4 2018 | 39 | $55.6M | 3,189,661 | 0 | 0 | 1 | 0.0% |