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 36 institutions that hold shares in the stock, with a total of 5.48 Million shares, which have been reported (via 13F filing form) to have a value of $87.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 14, 2024 Q1 2024 |
2,525,647
shares
|
$40.1 Million
0.96% of portfolio
|
Q1 2024
Added 7.41%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 13, 2024 Q1 2024 |
1,089,157
shares
|
$17.3 Million
0.55% of portfolio
|
Q1 2024
Added 104.79%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
610,726
shares
|
$9.7 Million
0.02% of portfolio
|
Q4 2023
Added 18.16%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 13, 2024 Q1 2024 |
578,519
shares
|
$9.19 Million
0.78% of portfolio
|
Q1 2024
Reduced 55.57%
|
|
|
Sea Bridge Investment Advisors LLC
|
Apr 30, 2024 Q1 2024 |
148,853
shares
|
$2.37 Million
0.65% of portfolio
|
Q1 2024
Added 5.05%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
97,135
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2024
Added 37.65%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2024 Q1 2024 |
40,230
shares
|
$639,254
0.04% of portfolio
|
Q1 2024
Reduced 14.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
39,647
shares
|
$629,990
0.0% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
|
M&R Capital Management Inc
|
Apr 02, 2024 Q1 2024 |
30,653
shares
|
$487,076
0.13% of portfolio
|
Q1 2024
Reduced 7.4%
|
|
|
Uncommon Cents Investing LLC
|
Apr 19, 2024 Q1 2024 |
27,780
shares
|
$441,424
0.14% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Riverbridge Partners LLC
|
Apr 26, 2024 Q1 2024 |
27,129
shares
|
$431,079
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Apr 16, 2024 Q1 2024 |
26,632
shares
|
$423,182
0.04% of portfolio
|
Q1 2024
Added 13.01%
|
|
|
Wealth Trust Axiom LLC
|
May 10, 2024 Q1 2024 |
24,700
shares
|
$392,483
0.13% of portfolio
|
Q4 2023
Reduced 20.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
21,159
shares
|
$336,216
0.0% of portfolio
|
Q1 2024
Reduced 11.5%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
20,871
shares
|
$331,640
0.0% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 17, 2024 Q1 2024 |
19,676
shares
|
$312,651
0.05% of portfolio
|
Q1 2024
Reduced 5.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
19,550
shares
|
$310,649
0.0% of portfolio
|
Q1 2024
Added 56.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
15,948
shares
|
$253,413
0.0% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 06, 2024 Q1 2024 |
15,511
shares
|
$246,469
0.11% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2024 Q1 2024 |
15,351
shares
|
$243,927
0.11% of portfolio
|
Q3 2023
Added 2.25%
|
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
15,165
shares
|
$240,971
0.02% of portfolio
|
Q1 2024
Added 19.49%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 09, 2024 Q1 2024 |
14,372
shares
|
$228,371
0.07% of portfolio
|
Q4 2023
Reduced 3.19%
|
|
|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
11,850
shares
|
$188,296
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
11,703
shares
|
$185,960
0.0% of portfolio
|
Q4 2023
Reduced 16.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
9,392
shares
|
$149,238
0.0% of portfolio
|
Q1 2024
Reduced 24.22%
|
|