- Type / Class
- Equity / Common
- Shares outstanding
- 10,707,232
- Total 13F shares
- 2,260,042
- Share change
- +124,280
- Total reported value
- $44,686,000
- Price per share
- $19.77
- Number of holders
- 40
- Value change
- +$2,472,407
- Number of buys
- 11
- Number of sells
- 14
Quarterly Holders Quick Answers
What is CUSIP 45781W109?
CUSIP 45781W109 identifies INSI - Insight Select Income Fund - Common in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 45781W109:
Top shareholders of INSI - Insight Select Income Fund - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
8.2%
|
876,565
|
$16,795,000 | — | 31 Mar 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
4.6%
|
491,174
|
$9,411,000 | — | 31 Mar 2017 | |
| M&R CAPITAL MANAGEMENT INC |
13F
|
Company |
1.6%
|
168,400
|
$3,226,000 | — | 31 Mar 2017 | |
| Invesco Ltd. |
13F
|
Company |
1.1%
|
120,903
|
$2,317,000 | — | 31 Mar 2017 | |
| UBS Group AG |
13F
|
Company |
0.86%
|
92,303
|
$1,769,000 | — | 31 Mar 2017 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.51%
|
54,247
|
$1,039,000 | — | 31 Mar 2017 | |
| CITIGROUP INC |
13F
|
Company |
0.42%
|
45,219
|
$866,000 | — | 31 Mar 2017 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.38%
|
41,050
|
$786,000 | — | 31 Mar 2017 | |
| SII INVESTMENTS INC/WI |
13F
|
Company |
0.36%
|
38,280
|
$728,000 | — | 31 Mar 2017 | |
| Commonwealth Equity Services, Inc |
13F
|
Company |
0.3%
|
32,307
|
$619,000 | — | 31 Mar 2017 | |
| MORGAN STANLEY |
13F
|
Company |
0.29%
|
30,796
|
$590,000 | — | 31 Mar 2017 | |
| SANDERS MORRIS HARRIS LLC |
13F
|
Company |
0.18%
|
19,734
|
$378,000 | — | 31 Mar 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.18%
|
19,368
|
$371,000 | — | 31 Mar 2017 | |
| DOLIVER ADVISORS, LP |
13F
|
Company |
0.18%
|
18,757
|
$359,000 | — | 31 Mar 2017 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.17%
|
18,328
|
$351,000 | — | 31 Mar 2017 | |
| Point View Wealth Management, Inc. |
13F
|
Company |
0.1%
|
10,869
|
$208,000 | — | 31 Mar 2017 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.1%
|
10,721
|
$203,000 | — | 31 Mar 2017 | |
| LPL Financial LLC |
13F
|
Company |
0.1%
|
10,544
|
$202,000 | — | 31 Mar 2017 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.06%
|
5,954
|
$115,000 | — | 31 Mar 2017 | |
| Archford Capital Strategies, LLC |
13F
|
Company |
0.05%
|
4,926
|
$94,000 | — | 31 Mar 2017 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.03%
|
3,348
|
$64,000 | — | 31 Mar 2017 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
0.03%
|
3,000
|
$57,000 | — | 31 Mar 2017 | |
| US BANCORP \DE\ |
13F
|
Company |
0.03%
|
3,000
|
$57,000 | — | 31 Mar 2017 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.03%
|
2,850
|
$55,000 | — | 31 Mar 2017 | |
| LADENBURG THALMANN FINANCIAL SERVICES INC. |
13F
|
Company |
0.03%
|
2,762
|
$53,000 | — | 31 Mar 2017 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.02%
|
1,900
|
$36,000 | — | 31 Mar 2017 | |
| Advisor Group, Inc. |
13F
|
Company |
0.01%
|
1,600
|
$31,000 | — | 31 Mar 2017 | |
| NEXT Financial Group, Inc |
13F
|
Company |
0.01%
|
1,310
|
$25,000 | — | 31 Mar 2017 | |
| IFP Advisors, Inc |
13F
|
Company |
0.01%
|
1,195
|
$23,000 | — | 31 Mar 2017 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
862
|
$16,000 | — | 31 Mar 2017 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
734
|
$14,000 | — | 31 Mar 2017 | |
| CWM, LLC |
13F
|
Company |
0.01%
|
625
|
$12,000 | — | 31 Mar 2017 | |
| Patriot Financial Group Insurance Agency, LLC |
13F
|
Company |
0%
|
396
|
$8,000 | — | 31 Mar 2017 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0%
|
336
|
$6,000 | — | 31 Mar 2017 | |
| Creative Planning |
13F
|
Company |
0%
|
322
|
$6,000 | — | 31 Mar 2017 | |
| REILLY FINANCIAL ADVISORS, LLC |
13F
|
Company |
0%
|
305
|
$6,000 | — | 31 Mar 2017 | |
| Live Your Vision, LLC |
13F
|
Company |
0%
|
250
|
$5,000 | — | 31 Mar 2017 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
200
|
$4,000 | — | 31 Mar 2017 | |
| Advisory Services Network, LLC |
13F
|
Company |
0%
|
160
|
$3,000 | — | 31 Mar 2017 | |
| Penserra Capital Management LLC |
13F
|
Company |
0%
|
148
|
$2,000 | — | 31 Mar 2017 |
Institutional Holders of Insight Select Income Fund - Common (INSI) as of Q2 2017
As of 30 Jun 2017,
Insight Select Income Fund - Common (INSI) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,260,042 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, WELLS FARGO & COMPANY/MN, M&R CAPITAL MANAGEMENT INC, Invesco Ltd., UBS Group AG, GUGGENHEIM CAPITAL LLC, WealthTrust Axiom LLC, SII INVESTMENTS INC/WI, ProVise Management Group, LLC, and Commonwealth Equity Services, Inc.
This page lists
40
institutional shareholders reporting positions in this security
for the Q2 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2017 vs Q1 2017 Across Filers
Q1 2017 holders
39
Q2 2017 holders
40
Holder diff
1
| Investor | Q1 2017 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q1 2017 Value $ | Q2 2017 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.