INSIGHT SELECT INCOME FD (INSI)
Institutional ownership reported to the SEC as of Q4 2024, across 25 quarters.
35
Reporting holders
$65.1M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| 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 |
| 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 |
| SIT INVESTMENT ASSOCIATES INC | $43.0K | 2,482,085 | 0.98% | 25q | -0.9% |
| BANK OF AMERICA CORP /DE/ | $35.9K | 2,074 | 0.00% | 5q | HELD |
| LRI Investments, LLC | $27.5K | 1,588 | 0.00% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $363 | 20,949 | 0.00% | 25q | +0.8% |
| TSFG, LLC | $1 | 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 | 35 | $65.1M | 3,758,080 | 7 | 9 | 10 | 0.0% |
| Q3 2024 | 35 | $56.1M | 3,177,710 | 4 | 4 | 12 | 0.0% |
| Q2 2024 | 33 | $50.0M | 3,066,202 | 3 | 9 | 12 | 0.0% |
| Q1 2024 | 32 | $48.7M | 2,953,470 | 3 | 10 | 9 | 0.0% |
| Q4 2023 | 31 | $49.2M | 3,083,615 | 3 | 9 | 12 | 0.0% |
| Q3 2023 | 31 | $44.1M | 2,936,242 | 5 | 10 | 10 | 0.0% |
| Q2 2023 | 28 | $44.2M | 2,825,010 | 1 | 13 | 5 | 0.0% |
| Q1 2023 | 30 | $42.0M | 2,644,778 | 5 | 7 | 10 | 0.0% |
| Q4 2022 | 27 | $37.8M | 2,499,042 | 1 | 7 | 10 | 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% |