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 37 institutions that hold shares in the stock, with a total of 5.69 Million shares, which have been reported (via 13F filing form) to have a value of $98.6 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
|
$43.4 Million
0.99% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
1,021,745
shares
|
$17.7 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
611,860
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
544,582
shares
|
$9.44 Million
0.88% of portfolio
|
Q2 2024
Reduced 5.87%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
203,035
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
Added 78.69%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
197,141
shares
|
$3.42 Million
0.02% of portfolio
|
Q3 2024
Added 45.93%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
157,999
shares
|
$2.74 Million
0.7% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
55,091
shares
|
$954,727
0.37% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,331
shares
|
$681,606
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
28,893
shares
|
$500,715
0.11% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
28,842
shares
|
$499,831
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
27,430
shares
|
$475,361
0.14% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
24,713
shares
|
$428,276
0.02% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
23,700
shares
|
$410,720
0.13% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
21,760
shares
|
$377,100
0.02% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,786
shares
|
$360,221
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20,500
shares
|
$355,264
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
16,209
shares
|
$280,901
0.0% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
15,755
shares
|
$273,034
0.04% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
15,351
shares
|
$266,032
0.11% of portfolio
|
Q2 2023
Added 10.36%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
14,995
shares
|
$259,863
0.1% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
14,382
shares
|
$249,240
0.06% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,948
shares
|
$241,718
0.0% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
11,850
shares
|
$205,360
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
10,659
shares
|
$184,720
0.0% of portfolio
|
Q3 2024
Added 6.0%
|