Insight Select Income Fund - Common (INSI)

CUSIP: 45781W109

Q2 2024 13F Holders as of 30 Jun 2024

Security identity
Shares outstanding
10,707,232
Holder snapshot
Share change
+60,227
Reported price per share
$16.32
Number of holders
36
Value change
+$982,849
Number of buys
14
Number of sells
15

Security key

45781W109

Report period

Q2 2024

Institutions

36

Top holders

10

Ownership snapshot

Top shareholders 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.

Lead holder
SIT INVESTMENT ASSOCIATES...
13D/G signal
Evidence rows
36
Latest as of
31 Mar 2024
13F 3/4/5 Lead comparable stake: 24% Showing first 8 of 36 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
24%
$41,648,000
2,525,647 shares
31 Mar 2024
Karpus Management, Inc.
13F
Company
13F
10%
$17,960,199
1,089,157 shares
31 Mar 2024
Allspring Global Investments Holdings, LLC
13F
Company
13F
5.7%
$10,070,872
610,726 shares
31 Mar 2024
1607 Capital Partners, LLC
13F
Company
13F
5.4%
$9,539,778
578,519 shares
31 Mar 2024
SeaBridge Investment Advisors LLC
13F
Company
13F
1.4%
$2,454,586
148,853 shares
31 Mar 2024
GUGGENHEIM CAPITAL LLC
13F
Company
13F
0.91%
$1,601,756
97,135 shares
31 Mar 2024
AQR Arbitrage LLC
13F
Company
13F
0.38%
$663,393
40,230 shares
31 Mar 2024
Raymond James Financial Services Advisors, Inc.
13F
Company
13F
0.37%
$653,781
39,647 shares
31 Mar 2024
Show 28 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
M&R CAPITAL MANAGEMENT INC
13F
Company
13F
0.29%
$505,468
30,653 shares
31 Mar 2024
Uncommon Cents Investing LLC
13F
Company
13F
0.26%
$458,092
27,780 shares
31 Mar 2024
RIVERBRIDGE PARTNERS LLC
13F
Company
13F
0.25%
$447,357
27,129 shares
31 Mar 2024
Atlantic Union Bankshares Corp
13F
Company
13F
0.25%
$439,162
26,632 shares
31 Mar 2024
WealthTrust Axiom LLC
13F
Company
13F
0.23%
$407,303
24,700 shares
31 Mar 2024
WELLS FARGO & COMPANY/MN
13F
Company
13F
0.2%
$348,907
21,159 shares
31 Mar 2024
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
0.19%
$344,000
20,871 shares
31 Mar 2024
Aviance Capital Partners, LLC
13F
Company
13F
0.18%
$324,461
19,676 shares
31 Mar 2024
Baird Financial Group, Inc.
13F
Company
13F
0.18%
$322,379
19,550 shares
31 Mar 2024
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
0.15%
$262,983
15,948 shares
31 Mar 2024
GILL CAPITAL PARTNERS, LLC
13F
Company
13F
0.14%
$250,659
15,511 shares
31 Mar 2024
TRANSATLANTIQUE PRIVATE WEALTH LLC
13F
Company
13F
0.14%
$253,138
15,351 shares
31 Mar 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
13F
0.14%
$250,071
15,165 shares
31 Mar 2024
Wealth Dimensions Group, Ltd.
13F
Company
13F
0.13%
$236,986
14,372 shares
31 Mar 2024
Dakota Wealth Management
13F
Company
13F
0.11%
$195,407
11,850 shares
31 Mar 2024
LPL Financial LLC
13F
Company
13F
0.11%
$192,975
11,703 shares
31 Mar 2024
MORGAN STANLEY
13F
Company
13F
0.09%
$154,924
9,393 shares
31 Mar 2024
UBS Group AG
13F
Company
13F
0.06%
$113,171
6,863 shares
31 Mar 2024
OSAIC HOLDINGS, INC.
13F
Company
13F
0.05%
$86,164
5,225 shares
31 Mar 2024
ROYAL BANK OF CANADA
13F
Company
13F
0.03%
$58,000
3,518 shares
31 Mar 2024
US BANCORP \DE\
13F
Company
13F
0.03%
$54,120
3,282 shares
31 Mar 2024
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.03%
$51,597
3,129 shares
31 Mar 2024
JONES FINANCIAL COMPANIES LLLP
13F
Company
13F
0.01%
$23,037
1,397 shares
31 Mar 2024
HARBOUR INVESTMENTS, INC.
13F
Company
13F
0%
$5,607
340 shares
31 Mar 2024
Pathway Financial Advisers, LLC
13F
Company
13F
0%
$1,525
92 shares
31 Mar 2024
TSFG, LLC
13F
Company
13F
0%
$1,000
50 shares
31 Mar 2024
Sandy Spring Bank
13F
Company
13F
0%
$33
2 shares
31 Mar 2024
Ellen D. Harvey
3/4/5
Director
class O/S missing
$29,685
1,800 shares
24 May 2022
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 Q2 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
36
Shares
5,541,481
Rows loaded
36
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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 failed the local validity check.

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
35
Q2 2024 holders
36
Holder diff
1
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 value Q2 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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