- Type / Class
- Equity / Common
- Shares outstanding
- 10,707,232
- Total 13F shares
- 3,189,629
- Share change
- +284,925
- Total reported value
- $55,649,000
- Price per share
- $17.42
- Number of holders
- 38
- Value change
- +$4,944,091
- Number of buys
- 9
- Number of sells
- 17
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 |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
9.2%
|
988,508
|
$18,405,000 | — | 30 Sep 2018 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
7%
|
749,365
|
$13,953,000 | — | 30 Sep 2018 | |
| Karpus Management, Inc. |
13F
|
Company |
3.9%
|
418,029
|
$7,784,000 | — | 30 Sep 2018 | |
| M&R CAPITAL MANAGEMENT INC |
13F
|
Company |
1.4%
|
154,023
|
$2,867,000 | — | 30 Sep 2018 | |
| Invesco Ltd. |
13F
|
Company |
1.1%
|
121,377
|
$2,260,000 | — | 30 Sep 2018 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.62%
|
66,264
|
$1,234,000 | — | 30 Sep 2018 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.56%
|
59,791
|
$1,113,000 | — | 30 Sep 2018 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.38%
|
40,550
|
$755,000 | — | 30 Sep 2018 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.34%
|
35,980
|
$670,000 | — | 30 Sep 2018 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.26%
|
27,852
|
$518,000 | — | 30 Sep 2018 | |
| MORGAN STANLEY |
13F
|
Company |
0.21%
|
22,471
|
$419,000 | — | 30 Sep 2018 | |
| SANDERS MORRIS HARRIS LLC |
13F
|
Company |
0.18%
|
19,734
|
$368,000 | — | 30 Sep 2018 | |
| LPL Financial LLC |
13F
|
Company |
0.16%
|
17,605
|
$328,000 | — | 30 Sep 2018 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.16%
|
17,446
|
$325,000 | — | 30 Sep 2018 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.15%
|
16,526
|
$308,000 | — | 30 Sep 2018 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.13%
|
13,960
|
$260,000 | — | 30 Sep 2018 | |
| UBS Group AG |
13F
|
Company |
0.13%
|
13,869
|
$258,000 | — | 30 Sep 2018 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.11%
|
11,498
|
$214,000 | — | 30 Sep 2018 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.1%
|
10,603
|
$197,000 | — | 30 Sep 2018 | |
| BOENNING & SCATTERGOOD, INC. |
13F
|
Company |
0.1%
|
10,228
|
$190,000 | — | 30 Sep 2018 | |
| Point View Wealth Management, Inc. |
13F
|
Company |
0.1%
|
10,191
|
$190,000 | — | 30 Sep 2018 | |
| Gilman Hill Asset Management, LLC |
13F
|
Company |
0.09%
|
10,000
|
$186,000 | — | 30 Sep 2018 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.08%
|
8,937
|
$166,000 | — | 30 Sep 2018 | |
| LADENBURG THALMANN FINANCIAL SERVICES INC. |
13F
|
Company |
0.08%
|
8,246
|
$154,000 | — | 30 Sep 2018 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
3,766
|
$70,000 | — | 30 Sep 2018 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.03%
|
3,604
|
$67,000 | — | 30 Sep 2018 | |
| CITIGROUP INC |
13F
|
Company |
0.03%
|
3,001
|
$56,000 | — | 30 Sep 2018 | |
| US BANCORP \DE\ |
13F
|
Company |
0.03%
|
3,000
|
$56,000 | — | 30 Sep 2018 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.02%
|
2,584
|
$48,000 | — | 30 Sep 2018 | |
| Archford Capital Strategies, LLC |
13F
|
Company |
0.02%
|
2,463
|
$46,000 | — | 30 Sep 2018 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
734
|
$14,000 | — | 30 Sep 2018 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
723
|
$13,000 | — | 30 Sep 2018 | |
| Advisor Group, Inc. |
13F
|
Company |
0.01%
|
710
|
$13,000 | — | 30 Sep 2018 | |
| Private Capital Group, LLC |
13F
|
Company |
0.01%
|
555
|
$10,000 | — | 30 Sep 2018 | |
| IFP Advisors, Inc |
13F
|
Company |
0.01%
|
550
|
$10,000 | — | 30 Sep 2018 | |
| Patriot Financial Group Insurance Agency, LLC |
13F
|
Company |
0%
|
420
|
$8,000 | — | 30 Sep 2018 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0%
|
336
|
$6,000 | — | 30 Sep 2018 | |
| Taylor Hoffman Wealth Management |
13F
|
Company |
0%
|
285
|
$5,000 | — | 30 Sep 2018 | |
| Advisory Services Network, LLC |
13F
|
Company |
0%
|
160
|
$3,000 | — | 30 Sep 2018 | |
| Livingston Group Asset Management CO (operating as Southport Capital Management) |
13F
|
Company |
0%
|
50
|
$1,000 | — | 30 Sep 2018 |
Institutional Holders of Insight Select Income Fund - Common (INSI) as of Q4 2018
As of 31 Dec 2018,
Insight Select Income Fund - Common (INSI) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,189,629 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, SIT INVESTMENT ASSOCIATES INC, Karpus Management, Inc., M&R CAPITAL MANAGEMENT INC, Invesco Ltd., ProVise Management Group, LLC, GUGGENHEIM CAPITAL LLC, WealthTrust Axiom LLC, Uncommon Cents Investing LLC, and GILL CAPITAL PARTNERS, LLC.
This page lists
38
institutional shareholders reporting positions in this security
for the Q4 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2018 vs Q3 2018 Across Filers
Q3 2018 holders
41
Q4 2018 holders
38
Holder diff
-3
| Investor | Q3 2018 Shares | Q4 2018 Shares | Share Diff | Share Chg % | Q3 2018 Value $ | Q4 2018 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.