- Type / Class
- Equity / Common
- Shares outstanding
- 10,707,232
- Total 13F shares
- 2,778,539
- Share change
- -76,914
- Total reported value
- $58,293,667
- Price per share
- $20.98
- Number of holders
- 33
- Value change
- -$1,621,264
- Number of buys
- 12
- Number of sells
- 15
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 |
12%
|
1,254,387
|
$27,170,000 | — | 30 Jun 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
7.7%
|
827,615
|
$17,926,000 | — | 30 Jun 2021 | |
| Invesco Ltd. |
13F
|
Company |
1.3%
|
134,357
|
$2,910,000 | — | 30 Jun 2021 | |
| M&R CAPITAL MANAGEMENT INC |
13F
|
Company |
1%
|
110,700
|
$2,397,000 | — | 30 Jun 2021 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.85%
|
90,615
|
$1,963,000 | — | 30 Jun 2021 | |
| Atlantic Union Bankshares Corp |
13F
|
Company |
0.62%
|
66,336
|
$1,437,000 | — | 30 Jun 2021 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.48%
|
51,153
|
$1,108,000 | — | 30 Jun 2021 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.35%
|
37,700
|
$816,000 | — | 30 Jun 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.33%
|
35,699
|
$773,000 | — | 30 Jun 2021 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.31%
|
33,080
|
$717,000 | — | 30 Jun 2021 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.22%
|
23,640
|
$512,000 | — | 30 Jun 2021 | |
| SANDERS MORRIS HARRIS LLC |
13F
|
Company |
0.18%
|
19,734
|
$427,000 | — | 30 Jun 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.18%
|
19,282
|
$418,000 | — | 30 Jun 2021 | |
| Wealth Dimensions Group, Ltd. |
13F
|
Company |
0.18%
|
19,280
|
$418,000 | — | 30 Jun 2021 | |
| GILL CAPITAL PARTNERS, LLC |
13F
|
Company |
0.18%
|
19,241
|
$417,000 | — | 30 Jun 2021 | |
| LPL Financial LLC |
13F
|
Company |
0.17%
|
18,292
|
$396,000 | — | 30 Jun 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.15%
|
16,024
|
$347,000 | — | 30 Jun 2021 | |
| UBS Group AG |
13F
|
Company |
0.14%
|
14,505
|
$314,000 | — | 30 Jun 2021 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.12%
|
12,897
|
$279,000 | — | 30 Jun 2021 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.1%
|
11,000
|
$238,000 | — | 30 Jun 2021 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.09%
|
9,922
|
$215,000 | — | 30 Jun 2021 | |
| Arkadios Wealth Advisors |
13F
|
Company |
0.08%
|
8,749
|
$189,000 | — | 30 Jun 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.05%
|
4,950
|
$107,000 | — | 30 Jun 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.04%
|
4,209
|
$91,000 | — | 30 Jun 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
3,984
|
$86,000 | — | 30 Jun 2021 | |
| US BANCORP \DE\ |
13F
|
Company |
0.03%
|
3,000
|
$65,000 | — | 30 Jun 2021 | |
| American Portfolios Advisors |
13F
|
Company |
0.03%
|
2,844
|
$61,601 | — | 30 Jun 2021 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
734
|
$16,000 | — | 30 Jun 2021 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
723
|
$15,000 | — | 30 Jun 2021 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0%
|
336
|
$7,000 | — | 30 Jun 2021 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
305
|
$7,000 | — | 30 Jun 2021 | |
| Advisory Services Network, LLC |
13F
|
Company |
0%
|
160
|
$3,000 | — | 30 Jun 2021 | |
| Parkside Financial Bank & Trust |
13F
|
Company |
0%
|
32
|
$1,000 | — | 30 Jun 2021 |
Institutional Holders of Insight Select Income Fund - Common (INSI) as of Q3 2021
As of 30 Sep 2021,
Insight Select Income Fund - Common (INSI) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,778,539 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, WELLS FARGO & COMPANY/MN, Invesco Ltd., M&R CAPITAL MANAGEMENT INC, ProVise Management Group, LLC, Atlantic Union Bankshares Corp, GUGGENHEIM CAPITAL LLC, WealthTrust Axiom LLC, Raymond James Financial Services Advisors, Inc., and Uncommon Cents Investing LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2021 vs Q2 2021 Across Filers
Q2 2021 holders
32
Q3 2021 holders
33
Holder diff
1
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 Value $ | Q3 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.