- Type / Class
- Equity / Common
- Shares outstanding
- 10,707,232
- Total 13F shares
- 2,644,473
- Share change
- -379,376
- Total reported value
- $59,417,905
- Price per share
- $22.47
- Number of holders
- 32
- Value change
- -$8,494,898
- 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.
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%
|
1,265,537
|
$26,551,000 | — | 30 Sep 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
7%
|
749,701
|
$15,729,000 | — | 30 Sep 2021 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
132,981
|
$2,790,000 | — | 30 Sep 2021 | |
| M&R CAPITAL MANAGEMENT INC |
13F
|
Company |
0.97%
|
103,680
|
$2,175,000 | — | 30 Sep 2021 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.74%
|
79,170
|
$1,661,000 | — | 30 Sep 2021 | |
| Atlantic Union Bankshares Corp |
13F
|
Company |
0.69%
|
73,788
|
$1,548,000 | — | 30 Sep 2021 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.49%
|
52,281
|
$1,097,000 | — | 30 Sep 2021 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.35%
|
37,700
|
$790,000 | — | 30 Sep 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.35%
|
37,599
|
$789,000 | — | 30 Sep 2021 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.3%
|
32,560
|
$683,000 | — | 30 Sep 2021 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.22%
|
23,642
|
$496,000 | — | 30 Sep 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.2%
|
21,667
|
$455,000 | — | 30 Sep 2021 | |
| LPL Financial LLC |
13F
|
Company |
0.19%
|
20,649
|
$433,000 | — | 30 Sep 2021 | |
| SANDERS MORRIS HARRIS LLC |
13F
|
Company |
0.18%
|
19,734
|
$414,000 | — | 30 Sep 2021 | |
| Wealth Dimensions Group, Ltd. |
13F
|
Company |
0.18%
|
19,280
|
$405,000 | — | 30 Sep 2021 | |
| GILL CAPITAL PARTNERS, LLC |
13F
|
Company |
0.18%
|
19,241
|
$404,000 | — | 30 Sep 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.18%
|
18,766
|
$394,000 | — | 30 Sep 2021 | |
| Karpus Management, Inc. |
13F
|
Company |
0.11%
|
12,100
|
$254,000 | — | 30 Sep 2021 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.09%
|
9,589
|
$201,000 | — | 30 Sep 2021 | |
| UBS Group AG |
13F
|
Company |
0.09%
|
9,500
|
$200,000 | — | 30 Sep 2021 | |
| Arkadios Wealth Advisors |
13F
|
Company |
0.08%
|
8,295
|
$174,000 | — | 30 Sep 2021 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.06%
|
6,453
|
$135,000 | — | 30 Sep 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.05%
|
5,092
|
$107,000 | — | 30 Sep 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.04%
|
4,208
|
$88,000 | — | 30 Sep 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.03%
|
3,667
|
$77,000 | — | 30 Sep 2021 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.03%
|
3,187
|
$67,000 | — | 30 Sep 2021 | |
| US BANCORP \DE\ |
13F
|
Company |
0.03%
|
3,000
|
$63,000 | — | 30 Sep 2021 | |
| American Portfolios Advisors |
13F
|
Company |
0.03%
|
2,844
|
$59,667 | — | 30 Sep 2021 | |
| CITIGROUP INC |
13F
|
Company |
0.01%
|
735
|
$15,000 | — | 30 Sep 2021 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
734
|
$15,000 | — | 30 Sep 2021 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
723
|
$15,000 | — | 30 Sep 2021 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0%
|
336
|
$7,000 | — | 30 Sep 2021 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
100
|
$2,000 | — | 30 Sep 2021 | |
| Parkside Financial Bank & Trust |
13F
|
Company |
0%
|
32
|
$1,000 | — | 30 Sep 2021 |
Institutional Holders of Insight Select Income Fund - Common (INSI) as of Q4 2021
As of 31 Dec 2021,
Insight Select Income Fund - Common (INSI) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,644,473 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, WELLS FARGO & COMPANY/MN, Allspring Global Investments Holdings, LLC, Invesco Ltd., M&R CAPITAL MANAGEMENT INC, Atlantic Union Bankshares Corp, ProVise Management Group, LLC, GUGGENHEIM CAPITAL LLC, Raymond James Financial Services Advisors, Inc., and WealthTrust Axiom LLC.
This page lists
32
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2021 vs Q3 2021 Across Filers
Q3 2021 holders
33
Q4 2021 holders
32
Holder diff
-1
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 Value $ | Q4 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.