Insight Select Income Fund
13F holders, Q4 2024 (December 31)38holders
7new positions
5sold out
$17.33avg. 13F price*
At the end of Q4 2024, 38 institutions reported holding Insight Select Income Fund in their 13F filings, unchanged from Q3 2024. 7 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($43.0M), Karpus Management, Inc. ($15.8M) and 1607 Capital Partners, LLC ($11.0M).
- Company
- Insight Select Income Fund
- CUSIP
- 45781W109
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $15.6M |
| Exits | 5 | $687K |
All 13F filers, Q3 2024 → Q4 2024: 1,028,399 shares bought and 440,589 shares sold, net +587,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Sit Investment Associates Inc. | 0.98% | Reduce -0.9% | 2,482,085 | $43.0M |
| Karpus Management, Inc. | 0.47% | Reduce -11.0% | 909,044 | $15.8M |
| 1607 Capital Partners, LLC | 0.88% | Add +16.0% | 631,939 | $11.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -8.9% | 557,474 | $9.7M |
| Absolute Investment Advisers, LLC | 0.91% | New | 408,515 | $7.1M |
| Guggenheim Capital LLC | 0.03% | Add +13.4% | 223,538 | $3.9M |
| Quarry LP | 0.78% | New | 221,402 | $3.8M |
| SeaBridge Investment Advisors LLC | 0.59% | Add +2.5% | 161,996 | $2.8M |
| Invesco Ltd. | 0.00% | New | 89,939 | $1.6M |
| Yakira Capital Management, Inc. | 0.45% | New | 64,821 | $1.1M |
| StoneX Group Inc. | 0.05% | New | 56,866 | $985K |
| Raymond James Financial Inc. | 0.00% | — | 52,734 | $914K |
| Wolverine Asset Management LLC | 0.05% | New | 34,452 | $597K |
| Riverbridge Partners LLC | 0.01% | Add +3.5% | 29,863 | $518K |
| Jones Financial Companies LLLP | 0.00% | Reduce -85.4% | 29,552 | $512K |
| Uncommon Cents Investing LLC | 0.14% | Reduce -2.2% | 26,835 | $465K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 26,720 | $463K |
| WealthTrust Axiom LLC | 0.12% | No change | 23,700 | $411K |
| Baird Financial Group, Inc. | 0.00% | Add +12.2% | 23,000 | $399K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 20,949 | $363K |
| Shaker Financial Services, LLC | 0.14% | Reduce -62.6% | 20,585 | $357K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -9.1% | 19,780 | $343K |
| Aviance Capital Partners, LLC | 0.04% | Add +12.0% | 17,644 | $306K |
| Wells Fargo & Company | 0.00% | Add +6.7% | 17,294 | $300K |
| Transatlantique Private Wealth LLC | 0.10% | No change | 15,351 | $266K |
| Gill Capital Partners, LLC | 0.09% | Reduce -0.1% | 14,977 | $260K |
| Wealth Dimensions Group, Ltd. | 0.06% | Reduce -1.3% | 14,201 | $246K |
| Dakota Wealth Management | 0.00% | No change | 11,850 | $205K |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 10,529 | $182K |
| Cetera Investment Advisers | 0.00% | Add +1.6% | 10,390 | $180K |
| Morgan Stanley | 0.00% | Reduce -15.4% | 7,608 | $132K |
| UBS Group AG | 0.00% | Add +17.4% | 7,477 | $130K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.9% | 6,758 | $117K |
| US Bancorp \de | 0.00% | No change | 4,066 | $70K |
| Royal Bank of Canada | 0.00% | No change | 3,518 | $61K |
| Bank of America Corp. | 0.00% | No change | 2,074 | $36K |
| LRI Investments, LLC | 0.00% | No change | 1,588 | $28K |
| Tsfg, LLC | 0.00% | No change | 50 | $1K |
"% of holder's portfolio" is INSIGHT SELECT INCOME FUND's weight in each manager's 13F, not the share of Insight Select Income Fund the manager owns.