Institutional Ownership Insight Select Income Fund (INSI)
This table provides information about the institutional ownership of Insight Select Income Fund (INSI). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 5.96 Million shares, which have been reported (via 13F filing form) to have a value of $96.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
2,504,246
shares
|
$40.6 Million
0.99% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
1,021,745
shares
|
$16.6 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
557,474
shares
|
$9.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
544,582
shares
|
$8.84 Million
0.88% of portfolio
|
Q2 2024
Reduced 5.87%
|
|
|
Absolute Investment Advisers LLC
|
Jan 24, 2025 Q4 2024 |
408,515
shares
|
$6.63 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
197,141
shares
|
$3.2 Million
0.02% of portfolio
|
Q3 2024
Added 45.93%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
161,996
shares
|
$2.63 Million
0.6% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
55,091
shares
|
$894,126
0.37% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
52,734
shares
|
$855,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,331
shares
|
$638,342
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
34,452
shares
|
$559,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
29,863
shares
|
$484,676
0.01% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
29,552
shares
|
$479,628
0.0% of portfolio
|
Q4 2024
Reduced 85.44%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
28,893
shares
|
$468,933
0.11% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
26,835
shares
|
$435,532
0.14% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
24,713
shares
|
$401,091
0.02% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
23,700
shares
|
$384,651
0.13% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,949
shares
|
$340,002
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20,500
shares
|
$332,715
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
19,780
shares
|
$321,029
0.02% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
17,644
shares
|
$286,362
0.04% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
16,209
shares
|
$263,072
0.0% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
15,351
shares
|
$249,146
0.11% of portfolio
|
Q2 2023
Added 10.36%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
14,977
shares
|
$243,076
0.1% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
14,382
shares
|
$233,419
0.06% of portfolio
|
Q3 2024
Reduced 0.16%
|