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Insight Select Income Fund (INSI) Institutional Ownership

Insight Select Income Fund logo
$17.00 -0.08 (-0.47%)
As of 01/21/2025 03:58 PM Eastern
This is a fair market value 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)
8
Total
Institutional Inflows
(last 12 months)
$13.15M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$419.71K
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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
1/17/2025 Riverbridge Partners LLC29,863$518K0.0%+3.5%0.000%
1/16/2025 Uncommon 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%
4/26/2024 Riverbridge 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%
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%
10/24/2023 Dakota Wealth Management11,850$178K0.0%N/A0.111%
10/20/2023Atlantic Union Bankshares Corp34,067$512K0.1%-16.7%0.318%
10/20/2023 Uncommon 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%
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Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…

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%
4/14/2023 Uncommon 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%
1/12/2023 Gill 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%
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%
7/27/2022WealthTrust Axiom LLC36,700$589K0.2%-2.7%0.343%
7/21/2022Atlantic Union Bankshares Corp69,835$1.12M0.1%-13.8%0.652%
7/5/2022M&R Capital Management Inc.76,928$1.24M0.3%-1.2%0.718%
5/17/20221607 Capital Partners LLC692,365$12.37M0.7%N/A6.465%
5/12/2022Sit Investment Associates Inc.1,354,014$24.20M0.7%+9.1%12.643%
5/11/2022Landscape Capital Management L.L.C.11,206$200K0.0%N/A0.105%
5/10/2022Karpus Management Inc.62,548$1.12M0.0%+416.9%0.584%
5/10/2022Hightower 6M Holding LLC14,694$263K0.0%N/A0.137%
5/4/2022Wolverine Asset Management LLC54,496$973K0.0%N/A0.509%
5/4/2022Commonwealth Equity Services LLC21,314$380K0.0%-2.7%0.199%
Kamala’s final humiliation (Ad)

Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…

4/27/2022ProVise Management Group LLC18,941$338K0.0%-75.1%0.177%
4/26/2022Atlantic Union Bankshares Corp81,060$1.45M0.1%-1.3%0.757%
4/20/2022 Uncommon Cents Investing LLC31,830$569K0.2%+3.9%0.297%
4/4/2022M&R Capital Management Inc.77,828$1.39M0.3%-18.8%0.727%
3/10/2022 Gill Capital Partners LLC18,620$418K0.2%-3.2%0.174%
2/14/2022Guggenheim Capital LLC55,341$1.24M0.0%+5.9%0.517%
2/8/2022Raymond James Financial Services Advisors Inc.38,436$864K0.0%+2.2%0.359%
2/8/2022Raymond James & Associates24,964$561K0.0%+15.2%0.233%
1/31/2022Commonwealth Equity Services LLC21,914$492K0.0%-7.3%0.205%
1/28/2022Allspring Global Investments Holdings LLC244,171$5.49M0.0%N/A2.280%
(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, 22 institutional investors and hedge funds held shares of Insight Select Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($32.18M), Karpus Management Inc. ($17.96M), Allspring Global Investments Holdings LLC ($9.99M), SeaBridge Investment Advisors LLC ($2.51M), Shaker Financial Services LLC ($972K), Guggenheim Capital LLC ($846K), and Raymond James Financial Services Advisors Inc. ($624K).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 16 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), Allspring Global Investments Holdings LLC ($355.07K), Sit Investment Associates Inc. ($276.72K), SeaBridge Investment Advisors LLC ($153.58K), Thomas J. Herzfeld Advisors Inc. ($73.62K), Shaker Financial Services LLC ($57.31K), and Riverbridge Partners LLC ($28.15K).

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

Institutional investors have bought a total of 1,847,890 shares in the last 24 months. This purchase volume represents approximately $29.31M in transactions.

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

Of the 11 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: Thomas J. Herzfeld Advisors Inc. ($86.57K), Wolverine Asset Management LLC ($59.56K), Atlantic Union Bankshares Corp ($48.24K), WealthTrust Axiom LLC ($11K), M&R Capital Management Inc. ($8.21K), Aviance Capital Partners LLC ($6.73K), and Raymond James & Associates ($6.22K).

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

Institutional investors have sold a total of 237,497 shares in the last 24 months. This volume of shares sold represents approximately $3.65M in transactions.



This page (NYSE:INSI) was last updated on 1/22/2025 by MarketBeat.com Staff
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