Insight Select Income Fund
13F holders, Q3 2024 (September 30)38holders +2
4new positions
3sold out
$17.64avg. 13F price*
At the end of Q3 2024, 38 institutions reported holding Insight Select Income Fund in their 13F filings, up 2 from Q2 2024. 4 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($44.2M), Karpus Management, Inc. ($18.0M) and Allspring Global Investments Holdings, LLC ($10.8M).
- Company
- Insight Select Income Fund
- CUSIP
- 45781W109
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $217K |
| Exits | 3 | $365K |
All 13F filers, Q2 2024 → Q3 2024: 218,907 shares bought and 70,948 shares sold, net +147,959 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Sit Investment Associates Inc. | 0.99% | Add +2.0% | 2,504,246 | $44.2M |
| Karpus Management, Inc. | 0.50% | Reduce -2.8% | 1,021,745 | $18.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | No change | 611,860 | $10.8M |
| 1607 Capital Partners, LLC | 0.88% | No change | 544,582 | $9.6M |
| Jones Financial Companies LLLP | 0.00% | Add +78.7% | 203,035 | $3.6M |
| Guggenheim Capital LLC | 0.02% | Add +45.9% | 197,141 | $3.5M |
| SeaBridge Investment Advisors LLC | 0.68% | Add +2.9% | 157,999 | $2.8M |
| Shaker Financial Services, LLC | 0.37% | Reduce -3.9% | 55,091 | $972K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.1% | 39,331 | $694K |
| M&R Capital Management Inc. | 0.11% | Reduce -2.6% | 28,893 | $510K |
| Riverbridge Partners LLC | 0.01% | Add +0.5% | 28,842 | $509K |
| Uncommon Cents Investing LLC | 0.14% | Reduce -1.3% | 27,430 | $484K |
| AQR Arbitrage LLC | 0.02% | Reduce -15.0% | 24,713 | $436K |
| WealthTrust Axiom LLC | 0.12% | Reduce -4.0% | 23,700 | $418K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -6.2% | 21,760 | $384K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 20,786 | $367K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 20,500 | $362K |
| Wells Fargo & Company | 0.00% | Reduce -14.8% | 16,209 | $286K |
| Aviance Capital Partners, LLC | 0.04% | Reduce -20.5% | 15,755 | $278K |
| Transatlantique Private Wealth LLC | 0.10% | No change | 15,351 | $271K |
| Gill Capital Partners, LLC | 0.09% | Reduce -3.3% | 14,995 | $265K |
| Wealth Dimensions Group, Ltd. | 0.06% | Reduce -0.2% | 14,382 | $254K |
| Raymond James & Associates | 0.00% | No change | 13,948 | $246K |
| Uhlmann Price Securities, LLC | 0.19% | — | 13,352 | $236K |
| Dakota Wealth Management | 0.00% | No change | 11,850 | $209K |
| LPL Financial LLC | 0.00% | Add +6.0% | 10,659 | $188K |
| Cetera Investment Advisers | 0.00% | New | 10,221 | $180K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 8,989 | $159K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 6,889 | $122K |
| UBS Group AG | 0.00% | Reduce -22.4% | 6,371 | $112K |
| US Bancorp \de | 0.00% | No change | 4,066 | $72K |
| Royal Bank of Canada | 0.00% | No change | 3,518 | $62K |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 2,074 | $37K |
| LRI Investments, LLC | 0.00% | New | 1,588 | $27K |
| Tradewinds, LLC. | 0.00% | New | 530 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 340 | $6K |
| Tsfg, LLC | 0.00% | No change | 50 | $1K |
| FMR LLC | 0.00% | New | 1 | $18 |
"% 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.