Insight Select Income Fund
13F holders, Q2 2024 (June 30)36holders +1
3new positions
2sold out
$16.32avg. 13F price*
At the end of Q2 2024, 36 institutions reported holding Insight Select Income Fund in their 13F filings, up 1 from Q1 2024. 3 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($40.1M), Karpus Management, Inc. ($17.1M) and Allspring Global Investments Holdings, LLC ($10.0M).
- Company
- Insight Select Income Fund
- CUSIP
- 45781W109
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 2 | $2K |
All 13F filers, Q1 2024 → Q2 2024: 229,509 shares bought and 169,282 shares sold, net +60,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Sit Investment Associates Inc. | 0.92% | Reduce -2.8% | 2,454,358 | $40.1M |
| Karpus Management, Inc. | 0.48% | Reduce -3.5% | 1,050,633 | $17.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +0.2% | 611,860 | $10.0M |
| 1607 Capital Partners, LLC | 0.80% | Reduce -5.9% | 544,582 | $8.9M |
| SeaBridge Investment Advisors LLC | 0.65% | Add +3.2% | 153,576 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Add +39.1% | 135,093 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +8033.4% | 113,624 | $1.9M |
| Shaker Financial Services, LLC | 0.38% | New | 57,308 | $935K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.9% | 39,286 | $641K |
| M&R Capital Management Inc. | 0.12% | Reduce -3.3% | 29,653 | $484K |
| AQR Arbitrage LLC | 0.02% | Reduce -27.7% | 29,086 | $475K |
| Riverbridge Partners LLC | 0.01% | Add +5.8% | 28,701 | $468K |
| Uncommon Cents Investing LLC | 0.14% | No change | 27,780 | $453K |
| WealthTrust Axiom LLC | 0.13% | No change | 24,700 | $403K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -12.9% | 23,201 | $379K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 20,871 | $341K |
| Baird Financial Group, Inc. | 0.00% | Add +5.1% | 20,550 | $335K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.8% | 19,827 | $324K |
| Wells Fargo & Company | 0.00% | Reduce -10.0% | 19,034 | $311K |
| Gill Capital Partners, LLC | 0.10% | No change | 15,511 | $253K |
| Transatlantique Private Wealth LLC | 0.10% | No change | 15,351 | $251K |
| Wealth Dimensions Group, Ltd. | 0.07% | Add +0.2% | 14,405 | $235K |
| Raymond James & Associates | 0.00% | Reduce -12.5% | 13,948 | $228K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -15.7% | 12,781 | $209K |
| Dakota Wealth Management | 0.00% | No change | 11,850 | $193K |
| LPL Financial LLC | 0.00% | Reduce -14.1% | 10,056 | $164K |
| Wolverine Asset Management LLC | 0.02% | New | 9,586 | $156K |
| Morgan Stanley | 0.00% | Reduce -4.3% | 8,990 | $147K |
| UBS Group AG | 0.00% | Add +19.7% | 8,215 | $134K |
| Osaic Holdings, Inc. | 0.00% | Add +31.7% | 6,881 | $112K |
| US Bancorp \de | 0.00% | Add +23.9% | 4,066 | $66K |
| Royal Bank of Canada | 0.00% | No change | 3,518 | $57K |
| Bank of America Corp. | 0.00% | Reduce -30.2% | 2,185 | $36K |
| Harbour Investments, Inc. | 0.00% | No change | 340 | $6K |
| Tsfg, LLC | 0.00% | No change | 50 | $1K |
| Allworth Financial LP | 0.00% | New | 25 | $410 |
"% 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.