- Type / Class
- Equity / Common
- Shares outstanding
- 10,707,232
- Total 13F shares
- 2,721,886
- Share change
- -247,276
- Total reported value
- $55,656,160
- Price per share
- $20.44
- Number of holders
- 31
- Value change
- -$5,213,669
- Number of buys
- 13
- 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.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
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 |
10%
|
1,074,756
|
$22,957,000 | — | 31 Dec 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
7.3%
|
776,363
|
$16,583,000 | — | 31 Dec 2020 | |
| Karpus Management, Inc. |
13F
|
Company |
2.7%
|
289,496
|
$6,184,000 | — | 31 Dec 2020 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
1.7%
|
181,290
|
$3,849,000 | — | 31 Dec 2020 | |
| M&R CAPITAL MANAGEMENT INC |
13F
|
Company |
1.1%
|
117,100
|
$2,500,000 | — | 31 Dec 2020 | |
| Invesco Ltd. |
13F
|
Company |
0.93%
|
99,973
|
$2,135,000 | — | 31 Dec 2020 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.85%
|
90,945
|
$1,943,000 | — | 31 Dec 2020 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.45%
|
47,992
|
$1,025,000 | — | 31 Dec 2020 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.35%
|
37,839
|
$808,000 | — | 31 Dec 2020 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.35%
|
37,700
|
$805,000 | — | 31 Dec 2020 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.31%
|
33,380
|
$713,000 | — | 31 Dec 2020 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.23%
|
24,160
|
$516,000 | — | 31 Dec 2020 | |
| GILL CAPITAL PARTNERS, LLC |
13F
|
Company |
0.2%
|
21,357
|
$456,000 | — | 31 Dec 2020 | |
| SANDERS MORRIS HARRIS LLC |
13F
|
Company |
0.18%
|
19,734
|
$421,000 | — | 31 Dec 2020 | |
| Wealth Dimensions Group, Ltd. |
13F
|
Company |
0.18%
|
19,280
|
$412,000 | — | 31 Dec 2020 | |
| LPL Financial LLC |
13F
|
Company |
0.17%
|
18,577
|
$397,000 | — | 31 Dec 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.14%
|
14,995
|
$320,000 | — | 31 Dec 2020 | |
| UBS Group AG |
13F
|
Company |
0.13%
|
13,923
|
$298,000 | — | 31 Dec 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.13%
|
13,648
|
$292,000 | — | 31 Dec 2020 | |
| BOENNING & SCATTERGOOD, INC. |
13F
|
Company |
0.1%
|
10,726
|
$229,000 | — | 31 Dec 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.05%
|
5,446
|
$115,000 | — | 31 Dec 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
3,813
|
$81,000 | — | 31 Dec 2020 | |
| American Portfolios Advisors |
13F
|
Company |
0.03%
|
3,098
|
$66,173 | — | 31 Dec 2020 | |
| US BANCORP \DE\ |
13F
|
Company |
0.03%
|
3,000
|
$64,000 | — | 31 Dec 2020 | |
| Arkadios Wealth Advisors |
13F
|
Company |
0.03%
|
2,971
|
$63,000 | — | 31 Dec 2020 | |
| CITIGROUP INC |
13F
|
Company |
0.03%
|
2,827
|
$60,000 | — | 31 Dec 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.02%
|
2,533
|
$54,000 | — | 31 Dec 2020 | |
| Winslow, Evans & Crocker, Inc. |
13F
|
Company |
0.01%
|
1,000
|
$21,000 | — | 31 Dec 2020 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
734
|
$16,000 | — | 31 Dec 2020 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
723
|
$14,000 | — | 31 Dec 2020 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0%
|
336
|
$7,000 | — | 31 Dec 2020 | |
| Community Bank, N.A. |
13F
|
Company |
0%
|
240
|
$5,000 | — | 31 Dec 2020 | |
| Anchor Investment Management, LLC |
13F
|
Company |
0%
|
164
|
$3,503 | — | 31 Dec 2020 | |
| Advisory Services Network, LLC |
13F
|
Company |
0%
|
160
|
$3,000 | — | 31 Dec 2020 | |
| Parkside Financial Bank & Trust |
13F
|
Company |
0%
|
32
|
$1,000 | — | 31 Dec 2020 |
Institutional Holders of Insight Select Income Fund - Common (INSI) as of Q1 2021
As of 31 Mar 2021,
Insight Select Income Fund - Common (INSI) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,721,886 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, WELLS FARGO & COMPANY/MN, M&R CAPITAL MANAGEMENT INC, Invesco Ltd., ProVise Management Group, LLC, Atlantic Union Bankshares Corp, GUGGENHEIM CAPITAL LLC, Karpus Management, Inc., Raymond James Financial Services Advisors, Inc., and WealthTrust Axiom LLC.
This page lists
31
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
34
Q1 2021 holders
31
Holder diff
-3
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 Value $ | Q1 2021 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.