Insight Select Income Fund
13F holders, Q1 2024 (March 31)35holders
$16.49avg. 13F price*
At the end of Q1 2024, 35 institutions reported holding Insight Select Income Fund in their 13F filings. The largest holders were Sit Investment Associates Inc. ($41.6M), Karpus Management, Inc. ($18.0M) and Allspring Global Investments Holdings, LLC ($10.1M).
- Company
- Insight Select Income Fund
- CUSIP
- 45781W109
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $470K |
| Exits | 2 | $400K |
Ownership 35 holders
| Sit Investment Associates Inc. | 0.96% | Add +7.4% | 2,525,647 | $41.6M |
| Karpus Management, Inc. | 0.52% | Add +104.8% | 1,089,157 | $18.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | No change | 610,726 | $10.1M |
| 1607 Capital Partners, LLC | 0.78% | Reduce -55.6% | 578,519 | $9.5M |
| SeaBridge Investment Advisors LLC | 0.65% | Add +5.0% | 148,853 | $2.5M |
| Guggenheim Capital LLC | 0.01% | Add +37.6% | 97,135 | $1.6M |
| AQR Arbitrage LLC | 0.04% | Reduce -14.8% | 40,230 | $663K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.6% | 39,647 | $654K |
| M&R Capital Management Inc. | 0.12% | Reduce -7.4% | 30,653 | $505K |
| Uncommon Cents Investing LLC | 0.14% | Add +0.9% | 27,780 | $458K |
| Riverbridge Partners LLC | 0.01% | New | 27,129 | $447K |
| Atlantic Union Bankshares Corp | 0.04% | Add +13.0% | 26,632 | $439K |
| WealthTrust Axiom LLC | 0.13% | No change | 24,700 | $407K |
| Wells Fargo & Company | 0.00% | Reduce -11.5% | 21,159 | $349K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 20,871 | $344K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -5.1% | 19,676 | $324K |
| Baird Financial Group, Inc. | 0.00% | Add +56.4% | 19,550 | $322K |
| Raymond James & Associates | 0.00% | Reduce -4.2% | 15,948 | $263K |
| Transatlantique Private Wealth LLC | 0.11% | No change | 15,351 | $253K |
| Gill Capital Partners, LLC | 0.10% | No change | 15,511 | $251K |
| Landscape Capital Management, L.L.C. | 0.02% | Add +19.5% | 15,165 | $250K |
| Wealth Dimensions Group, Ltd. | 0.07% | No change | 14,372 | $237K |
| Dakota Wealth Management | 0.00% | No change | 11,850 | $195K |
| LPL Financial LLC | 0.00% | No change | 11,703 | $193K |
| Morgan Stanley | 0.00% | Reduce -24.2% | 9,392 | $155K |
| UBS Group AG | 0.00% | Reduce -1.1% | 6,863 | $113K |
| Osaic Holdings, Inc. | 0.00% | Add +8.6% | 5,225 | $86K |
| Royal Bank of Canada | 0.00% | No change | 3,518 | $58K |
| US Bancorp \de | 0.00% | No change | 3,282 | $54K |
| Bank of America Corp. | 0.00% | Add +50.9% | 3,129 | $52K |
| Jones Financial Companies LLLP | 0.00% | New | 1,397 | $23K |
| Harbour Investments, Inc. | 0.00% | No change | 340 | $6K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -12.4% | 92 | $2K |
| Tsfg, LLC | 0.00% | No change | 50 | $1K |
| Sandy Spring Bank | 0.00% | New | 2 | $33 |
"% 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.