Free Trial

Insight Select Income Fund (INSI) Institutional Ownership

Insight Select Income Fund logo
$16.23 -0.18 (-1.10%)
Closing price 01/31/2025
Extended Trading
$16.23 0.00 (0.00%)
As of 01/31/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Insight Select Income Fund (NYSE:INSI)

Current
Institutional Ownership
Percentage
49.32%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$30.60M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$5.20M
Get INSI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Insight Select Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

INSI Institutional Buying and Selling by Quarter

Insight Select Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC26,720$463K0.0%N/A0.249%
2/17/2025Baird Financial Group Inc.23,000$399K0.0%+12.2%0.215%
2/14/2025Quarry LP221,402$3.84M0.5%N/A2.067%
2/14/2025Shaker Financial Services LLC20,585$357K0.1%-62.6%0.192%
2/13/20251607 Capital Partners LLC631,939$10.95M0.9%+16.0%5.900%
2/13/2025Guggenheim Capital LLC223,538$3.87M0.0%+13.4%2.087%
2/13/2025Raymond James Financial Inc.52,734$914K0.0%N/A0.492%
2/13/2025Invesco Ltd.89,939$1.56M0.0%N/A0.840%
2/13/2025Yakira Capital Management Inc.64,821$1.12M0.4%N/A0.605%
2/13/2025Sit Investment Associates Inc.2,482,085$43.02M1.0%-0.9%23.175%
2/13/2025Wells Fargo & Company MN17,294$300K0.0%+6.7%0.161%
2/12/2025StoneX Group Inc.56,866$985K0.1%N/A0.531%
2/7/2025Atlantic Union Bankshares Corp19,780$343K0.0%-9.1%0.185%
2/7/2025Aviance Capital Partners LLC17,644$306K0.0%+12.0%0.165%
2/6/2025Raymond James Financial Inc.52,734$914K0.0%N/A0.492%
2/6/2025Jones Financial Companies Lllp29,552$512K0.0%-85.4%0.276%
2/3/2025Wolverine Asset Management LLC34,452$597K0.0%N/A0.322%
1/29/2025Allspring Global Investments Holdings LLC557,474$9.66M0.0%-8.9%5.205%
1/24/2025Absolute Investment Advisers LLC408,515$7.08M0.9%N/A3.814%
1/24/2025SeaBridge Investment Advisors LLC161,996$2.81M0.6%+2.5%1.513%
1/17/2025Riverbridge Partners LLC29,863$518K0.0%+3.5%0.000%
1/16/2025Uncommon Cents Investing LLC26,835$465K0.1%-2.2%0.000%
11/15/2024LRI Investments LLC1,588$27K0.0%N/A0.000%
11/14/2024Atlantic Union Bankshares Corp21,760$384K0.0%-6.2%0.000%
11/7/2024Aviance Capital Partners LLC15,755$278K0.0%-20.5%0.000%
10/31/2024Shaker Financial Services LLC55,091$972K0.4%-3.9%0.000%
10/2/2024M&R Capital Management Inc.28,893$510K0.1%-2.6%0.000%
8/3/2024Shaker Financial Services LLC57,308$935K0.4%N/A0.000%
8/2/2024Wolverine Asset Management LLC9,586$156K0.0%N/A0.000%
8/1/2024SeaBridge Investment Advisors LLC153,576$2.51M0.6%+3.2%0.000%
7/26/2024Allspring Global Investments Holdings LLC611,860$9.99M0.0%+0.2%0.000%
7/25/2024Atlantic Union Bankshares Corp23,201$379K0.0%-12.9%0.000%
7/2/2024M&R Capital Management Inc.29,653$484K0.1%-3.3%0.000%
5/14/2024Karpus Management Inc.1,089,157$17.96M0.5%+104.8%0.000%
5/1/2024SeaBridge Investment Advisors LLC148,853$2.46M0.6%+5.1%0.000%
4/26/2024Riverbridge Partners LLC27,129$447K0.0%N/A0.000%
4/18/2024Aviance Capital Partners LLC19,676$324K0.0%-5.1%0.000%
4/16/2024Atlantic Union Bankshares Corp26,632$439K0.0%+13.0%0.000%
4/2/2024M&R Capital Management Inc.30,653$505K0.1%-7.4%0.286%
2/13/2024Karpus Management Inc.531,853$8.49M0.3%+7.4%4.966%
Trump and Musk fight back (Ad)

Is there more to the Musk–Trump relationship than meets the eye? Jeff Brown thinks so — and he believes it has to do with a top-level initiative to build the ultimate military-grade AI system. He’s calling it the “AI Superweapon,” and he says it could soon become the center of global tech dominance. At the core of this initiative? A handful of companies tied to America’s most powerful tech platforms — and investors who act before this goes mainstream may have a rare early edge.

Click here to see why Jeff believes this is the biggest stock story of the year — and which companie
2/6/2024Aviance Capital Partners LLC20,742$331K0.1%-7.1%0.194%
2/5/2024WealthTrust Axiom LLC24,700$394K0.1%-20.8%0.231%
1/25/2024Allspring Global Investments Holdings LLC610,726$9.75M0.0%+18.2%5.701%
1/25/2024SeaBridge Investment Advisors LLC141,694$2.26M0.7%+0.9%1.323%
1/19/2024Atlantic Union Bankshares Corp23,567$376K0.0%-30.8%0.220%
1/16/2024Raymond James & Associates16,648$266K0.0%-23.1%0.155%
1/2/2024M&R Capital Management Inc.33,103$529K0.1%-8.3%0.309%
11/14/2023AQR Arbitrage LLC40,450$608K0.0%+10.8%0.378%
11/14/2023Thomas J. Herzfeld Advisors Inc.22,200$334K0.1%-79.6%0.207%
11/13/2023Wolverine Asset Management LLC4,449$67K0.0%+4,349.0%0.042%
11/9/2023Karpus Management Inc.495,018$7.44M0.3%+54.2%4.621%
11/7/2023Aviance Capital Partners LLC22,336$336K0.1%N/A0.209%
10/27/2023Allspring Global Investments Holdings LLC516,882$7.77M0.0%+9.7%4.826%
10/26/2023SeaBridge Investment Advisors LLC140,371$2.11M0.7%+6.0%1.311%
10/24/2023Raymond James Financial Services Advisors Inc.41,497$624K0.0%-1.6%0.387%
10/24/2023Dakota Wealth Management11,850$178K0.0%N/A0.111%
10/20/2023Atlantic Union Bankshares Corp34,067$512K0.1%-16.7%0.318%
10/20/2023Uncommon Cents Investing LLC28,030$421K0.2%-6.0%0.262%
8/16/2023Thomas J. Herzfeld Advisors Inc.108,766$1.70M0.7%+209.5%1.016%
8/11/2023Karpus Management Inc.321,000$5.02M0.2%+6.6%2.997%
8/11/2023Guggenheim Capital LLC54,123$846K0.0%+4.8%0.505%
8/10/2023Sit Investment Associates Inc.2,057,516$32.18M0.8%+3.3%19.206%
7/28/2023SeaBridge Investment Advisors LLC132,415$2.07M0.7%+5.6%1.236%
7/24/2023Allspring Global Investments Holdings LLC471,378$7.37M0.0%+15.3%4.400%
7/18/2023Allspring Global Investments Holdings LLC471,378$7.37M0.0%+15.3%4.401%
5/11/2023Karpus Management Inc.301,249$4.78M0.2%+14.8%2.812%
5/11/2023Sit Investment Associates Inc.1,991,172$31.62M0.9%+4.4%18.587%
5/11/2023Guggenheim Capital LLC51,667$820K0.0%+3.8%0.482%
5/9/2023Wealth Dimensions Group Ltd.14,846$236K0.1%-19.9%0.139%
5/8/2023Atlantic Union Bankshares Corp40,492$643K0.1%-4.5%0.378%
5/5/2023Transatlantique Private Wealth LLC13,604$216K0.1%N/A0.127%
5/3/2023WealthTrust Axiom LLC31,200$495K0.2%-6.0%0.291%
4/28/2023SeaBridge Investment Advisors LLC125,362$1.99M0.7%N/A1.171%
4/20/2023 Gilman Hill Asset Management LLC12,125$193K0.0%+21.1%0.113%
4/14/2023Uncommon Cents Investing LLC29,830$474K0.2%-6.3%0.279%
4/14/2023Raymond James & Associates21,769$346K0.0%-5.3%0.203%
4/13/2023Allspring Global Investments Holdings LLC408,683$6.49M0.0%+5.8%3.816%
4/3/2023M&R Capital Management Inc.36,528$580K0.2%-2.7%0.341%
2/10/2023Sit Investment Associates Inc.1,906,757$28.81M0.8%+7.1%17.804%
2/9/2023Atlantic Union Bankshares Corp42,392$641K0.1%-36.3%0.396%
2/1/2023Wolverine Asset Management LLC6,259$95K0.0%-90.5%0.058%
1/31/2023WealthTrust Axiom LLC33,200$502K0.2%-7.0%0.310%
1/23/2023Allspring Global Investments Holdings LLC386,276$5.84M0.0%+20.9%3.606%
1/20/2023 Gilman Hill Asset Management LLC10,011$151K0.0%N/A0.093%
1/12/2023Gill Capital Partners LLC15,861$240K0.1%-14.2%0.148%
1/11/2023M&R Capital Management Inc.37,528$567K0.2%-21.5%0.350%
11/15/2022Karpus Management Inc.89,835$1.38M0.0%-1.7%0.839%
11/15/2022Logan Stone Capital LLC25,952$399K0.3%+10.1%0.242%
11/15/20221607 Capital Partners LLC1,113,565$17.12M1.3%+13.3%10.395%
11/14/2022Guggenheim Capital LLC50,076$769K0.0%-4.7%0.467%
Trump and Musk fight back (Ad)

Is there more to the Musk–Trump relationship than meets the eye? Jeff Brown thinks so — and he believes it has to do with a top-level initiative to build the ultimate military-grade AI system. He’s calling it the “AI Superweapon,” and he says it could soon become the center of global tech dominance. At the core of this initiative? A handful of companies tied to America’s most powerful tech platforms — and investors who act before this goes mainstream may have a rare early edge.

Click here to see why Jeff believes this is the biggest stock story of the year — and which companie
11/10/2022Wolverine Asset Management LLC65,816$1.01M0.0%+12.3%0.615%
11/3/2022WealthTrust Axiom LLC35,700$548K0.2%-2.7%0.333%
10/26/2022Allspring Global Investments Holdings LLC319,488$4.91M0.0%+26.1%2.982%
10/25/2022Atlantic Union Bankshares Corp66,531$1.02M0.1%-4.7%0.621%
10/25/2022Raymond James Financial Services Advisors Inc.41,712$641K0.0%+2.1%0.389%
10/3/2022M&R Capital Management Inc.47,828$735K0.2%-37.8%0.446%
8/15/2022Karpus Management Inc.91,366$1.47M0.0%+46.1%0.853%
8/11/2022Sit Investment Associates Inc.1,566,258$25.17M0.8%+15.7%14.624%
8/8/2022ProVise Management Group LLC13,114$211K0.0%-30.8%0.122%
8/3/2022Wolverine Asset Management LLC58,604$941K0.0%+7.5%0.547%
(Data available from 1/1/2016 forward)

INSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of INSI shares?

During the previous two years, 33 institutional investors and hedge funds held shares of Insight Select Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($43.02M), Karpus Management Inc. ($17.96M), 1607 Capital Partners LLC ($10.95M), Allspring Global Investments Holdings LLC ($9.66M), Absolute Investment Advisers LLC ($7.08M), Guggenheim Capital LLC ($3.87M), and Quarry LP ($3.84M).Learn more on INSI's institutional investors.

What percentage of Insight Select Income Fund stock is owned by institutional investors?

49.32% of Insight Select Income Fund stock is owned by institutional investors. Learn more on INSI's institutional investor holdings.

Which institutional investors have been buying Insight Select Income Fund stock?

Of the 26 institutional investors that purchased Insight Select Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($826.69K), Absolute Investment Advisers LLC ($408.52K), Allspring Global Investments Holdings LLC ($265.87K), Quarry LP ($221.40K), SeaBridge Investment Advisors LLC ($157.57K), Sit Investment Associates Inc. ($150.76K), and Raymond James Financial Inc. ($105.47K).

How much institutional buying is happening at Insight Select Income Fund?

Institutional investors have bought a total of 2,764,141 shares in the last 24 months. This purchase volume represents approximately $45.65M in transactions.

Which Insight Select Income Fund major shareholders have been selling company stock?

Of the 13 institutional investors that sold Insight Select Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($173.48K), Thomas J. Herzfeld Advisors Inc. ($86.57K), Allspring Global Investments Holdings LLC ($54.39K), Shaker Financial Services LLC ($36.72K), Atlantic Union Bankshares Corp ($26.08K), Sit Investment Associates Inc. ($22.16K), and WealthTrust Axiom LLC ($8.50K).

How much institutional selling is happening at Insight Select Income Fund?

Institutional investors have sold a total of 433,601 shares in the last 24 months. This volume of shares sold represents approximately $7.24M in transactions.



This page (NYSE:INSI) was last updated on 4/20/2025 by MarketBeat.com Staff
From Our Partners