- Type / Class
- Equity / Common
- Shares outstanding
- 10,707,232
- Total 13F shares
- 2,408,709
- Share change
- +148,667
- Total reported value
- $48,413,000
- Price per share
- $20.09
- Number of holders
- 33
- Value change
- +$3,003,060
- Number of buys
- 8
- Number of sells
- 16
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.
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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 |
9.4%
|
1,008,803
|
$19,944,000 | — | 30 Jun 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
4.6%
|
488,776
|
$9,663,000 | — | 30 Jun 2017 | |
| M&R CAPITAL MANAGEMENT INC |
13F
|
Company |
1.5%
|
161,890
|
$3,202,000 | — | 30 Jun 2017 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
130,260
|
$2,575,000 | — | 30 Jun 2017 | |
| UBS Group AG |
13F
|
Company |
0.71%
|
75,902
|
$1,501,000 | — | 30 Jun 2017 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.59%
|
63,015
|
$1,246,000 | — | 30 Jun 2017 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.37%
|
40,050
|
$791,000 | — | 30 Jun 2017 | |
| SII INVESTMENTS INC/WI |
13F
|
Company |
0.35%
|
37,480
|
$746,000 | — | 30 Jun 2017 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.32%
|
34,042
|
$673,000 | — | 30 Jun 2017 | |
| Commonwealth Equity Services, Inc |
13F
|
Company |
0.29%
|
30,971
|
$612,000 | — | 30 Jun 2017 | |
| MORGAN STANLEY |
13F
|
Company |
0.29%
|
30,715
|
$607,000 | — | 30 Jun 2017 | |
| CITIGROUP INC |
13F
|
Company |
0.21%
|
22,274
|
$440,000 | — | 30 Jun 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.21%
|
22,232
|
$440,000 | — | 30 Jun 2017 | |
| SANDERS MORRIS HARRIS LLC |
13F
|
Company |
0.18%
|
19,734
|
$390,000 | — | 30 Jun 2017 | |
| DOLIVER ADVISORS, LP |
13F
|
Company |
0.14%
|
14,717
|
$291,000 | — | 30 Jun 2017 | |
| Karpus Management, Inc. |
13F
|
Company |
0.11%
|
11,257
|
$223,000 | — | 30 Jun 2017 | |
| Point View Wealth Management, Inc. |
13F
|
Company |
0.1%
|
10,869
|
$215,000 | — | 30 Jun 2017 | |
| LPL Financial LLC |
13F
|
Company |
0.1%
|
10,806
|
$214,000 | — | 30 Jun 2017 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.1%
|
10,721
|
$213,000 | — | 30 Jun 2017 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.06%
|
5,954
|
$117,000 | — | 30 Jun 2017 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.03%
|
3,604
|
$71,000 | — | 30 Jun 2017 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.03%
|
3,348
|
$66,000 | — | 30 Jun 2017 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.03%
|
3,300
|
$65,000 | — | 30 Jun 2017 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
0.03%
|
3,000
|
$59,000 | — | 30 Jun 2017 | |
| US BANCORP \DE\ |
13F
|
Company |
0.03%
|
3,000
|
$59,000 | — | 30 Jun 2017 | |
| LADENBURG THALMANN FINANCIAL SERVICES INC. |
13F
|
Company |
0.03%
|
2,762
|
$54,000 | — | 30 Jun 2017 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.02%
|
1,900
|
$37,000 | — | 30 Jun 2017 | |
| NEXT Financial Group, Inc |
13F
|
Company |
0.01%
|
1,310
|
$26,000 | — | 30 Jun 2017 | |
| Advisor Group, Inc. |
13F
|
Company |
0.01%
|
1,209
|
$24,000 | — | 30 Jun 2017 | |
| IFP Advisors, Inc |
13F
|
Company |
0.01%
|
1,195
|
$24,000 | — | 30 Jun 2017 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.01%
|
1,095
|
$22,000 | — | 30 Jun 2017 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
862
|
$17,000 | — | 30 Jun 2017 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
734
|
$15,000 | — | 30 Jun 2017 | |
| CWM, LLC |
13F
|
Company |
0.01%
|
625
|
$12,000 | — | 30 Jun 2017 | |
| Patriot Financial Group Insurance Agency, LLC |
13F
|
Company |
0%
|
400
|
$8,000 | — | 30 Jun 2017 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0%
|
336
|
$7,000 | — | 30 Jun 2017 | |
| Creative Planning |
13F
|
Company |
0%
|
322
|
$6,000 | — | 30 Jun 2017 | |
| Live Your Vision, LLC |
13F
|
Company |
0%
|
250
|
$5,000 | — | 30 Jun 2017 | |
| Penserra Capital Management LLC |
13F
|
Company |
0%
|
162
|
$3,000 | — | 30 Jun 2017 | |
| Advisory Services Network, LLC |
13F
|
Company |
0%
|
160
|
$3,000 | — | 30 Jun 2017 |
Institutional Holders of Insight Select Income Fund - Common (INSI) as of Q3 2017
As of 30 Sep 2017,
Insight Select Income Fund - Common (INSI) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,408,709 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, ProVise Management Group, LLC, WealthTrust Axiom LLC, SII INVESTMENTS INC/WI, and MORGAN STANLEY.
This page lists
33
institutional shareholders reporting positions in this security
for the Q3 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2017 vs Q2 2017 Across Filers
Q2 2017 holders
40
Q3 2017 holders
33
Holder diff
-7
| Investor | Q2 2017 Shares | Q3 2017 Shares | Share Diff | Share Chg % | Q2 2017 Value $ | Q3 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.