Security key
45781W109
- Security type / class
- Equity / Common
- Total 13F shares
- 2,778,539
- Total 13F value
- $58,293,667
- Share change
- -76,914
- SEC-reported price per share
- $20.98
- Number of holders
- 33
- Value change
- -$1,621,264
- Number of buys
- 12
- Number of sells
- 15
- Shares outstanding
- 10,707,232
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2021
Institutions
33
Top holders
10
INSI full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2021
Previous quarter: Q2 2021
Insight Select Income Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 45781W109
Recent filing periods:
Ownership snapshot
Top reported holders of INSI - Insight Select Income Fund - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
SIT INVESTMENT ASSOCIATES...
Disclosed value leader
SIT INVESTMENT ASSOCIATES...
Comparable rows
15/15
Latest evidence
30 Jun 2021
13F
Lead comparable stake: 12%
Showing 1-6 of 15 holder rows.
Quick read
SIT INVESTMENT ASSOCIATES INC leads the comparable SEC ownership view at 12%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens SIT INVESTMENT ASSOCIATES INC's linked filing trail.
Comparable ownership
Top 5
SIT INVESTMENT ASSOCIATES INC
12%
WELLS FARGO & COMPANY/MN
7.7%
Invesco Ltd.
1.3%
M&R CAPITAL MANAGEMENT INC
1%
ProVise Management Group, LLC
0.85%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
12%
|
$27,170,000
1,254,387 shares
|
— | 30 Jun 2021 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
7.7%
|
$17,926,000
827,615 shares
|
— | 30 Jun 2021 |
| Invesco Ltd. |
13F
Company
|
1.3%
|
$2,910,000
134,357 shares
|
— | 30 Jun 2021 |
| M&R CAPITAL MANAGEMENT INC |
13F
Company
|
1%
|
$2,397,000
110,700 shares
|
— | 30 Jun 2021 |
| ProVise Management Group, LLC |
13F
Company
|
0.85%
|
$1,963,000
90,615 shares
|
— | 30 Jun 2021 |
| Atlantic Union Bankshares Corp |
13F
Company
|
0.62%
|
$1,437,000
66,336 shares
|
— | 30 Jun 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
33
Shares
2,778,539
Rows available
33
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
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 change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend