Free Trial

Insight Select Income Fund (INSI) Institutional Ownership

Insight Select Income Fund logo
$16.59 -0.10 (-0.60%)
(As of 12/20/2024 04:33 PM ET)

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)
$13.13M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$704.86K
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
11/15/2024 LRI Investments LLC1,588$27K0.0%N/A0.000%
11/14/2024 Atlantic Union Bankshares Corp21,760$384K0.0%-6.2%0.000%
11/7/2024 Aviance Capital Partners LLC15,755$278K0.0%-20.5%0.000%
10/31/2024 Shaker Financial Services LLC55,091$972K0.4%-3.9%0.000%
10/2/2024 M&R Capital Management Inc.28,893$510K0.1%-2.6%0.000%
8/3/2024 Shaker Financial Services LLC57,308$935K0.4%N/A0.000%
8/2/2024 Wolverine Asset Management LLC9,586$156K0.0%N/A0.000%
8/1/2024 SeaBridge Investment Advisors LLC153,576$2.51M0.6%+3.2%0.000%
7/26/2024 Allspring Global Investments Holdings LLC611,860$9.99M0.0%+0.2%0.000%
7/25/2024 Atlantic Union Bankshares Corp23,201$379K0.0%-12.9%0.000%
7/2/2024 M&R Capital Management Inc.29,653$484K0.1%-3.3%0.000%
5/14/2024 Karpus Management Inc.1,089,157$17.96M0.5%+104.8%0.000%
5/1/2024 SeaBridge Investment Advisors LLC148,853$2.46M0.6%+5.1%0.000%
4/26/2024 Riverbridge Partners LLC27,129$447K0.0%N/A0.000%
4/18/2024 Aviance Capital Partners LLC19,676$324K0.0%-5.1%0.000%
4/16/2024 Atlantic Union Bankshares Corp26,632$439K0.0%+13.0%0.000%
4/2/2024 M&R Capital Management Inc.30,653$505K0.1%-7.4%0.286%
2/13/2024 Karpus Management Inc.531,853$8.49M0.3%+7.4%4.966%
2/6/2024 Aviance Capital Partners LLC20,742$331K0.1%-7.1%0.194%
2/5/2024 WealthTrust Axiom LLC24,700$394K0.1%-20.8%0.231%
1/25/2024 Allspring Global Investments Holdings LLC610,726$9.75M0.0%+18.2%5.701%
1/25/2024 SeaBridge Investment Advisors LLC141,694$2.26M0.7%+0.9%1.323%
1/19/2024 Atlantic Union Bankshares Corp23,567$376K0.0%-30.8%0.220%
1/16/2024Raymond James & Associates16,648$266K0.0%-23.1%0.155%
1/2/2024 M&R Capital Management Inc.33,103$529K0.1%-8.3%0.309%
11/14/2023 AQR Arbitrage LLC40,450$608K0.0%+10.8%0.378%
11/14/2023 Thomas J. Herzfeld Advisors Inc.22,200$334K0.1%-79.6%0.207%
11/13/2023 Wolverine Asset Management LLC4,449$67K0.0%+4,349.0%0.042%
11/9/2023 Karpus Management Inc.495,018$7.44M0.3%+54.2%4.621%
11/7/2023 Aviance Capital Partners LLC22,336$336K0.1%N/A0.209%
10/27/2023 Allspring Global Investments Holdings LLC516,882$7.77M0.0%+9.7%4.826%
10/26/2023 SeaBridge 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%
10/20/2023 Atlantic Union Bankshares Corp34,067$512K0.1%-16.7%0.318%
10/20/2023Uncommon Cents Investing LLC28,030$421K0.2%-6.0%0.262%
8/16/2023 Thomas J. Herzfeld Advisors Inc.108,766$1.70M0.7%+209.5%1.016%
8/11/2023 Karpus Management Inc.321,000$5.02M0.2%+6.6%2.997%
8/11/2023 Guggenheim Capital LLC54,123$846K0.0%+4.8%0.505%
8/10/2023 Sit Investment Associates Inc.2,057,516$32.18M0.8%+3.3%19.206%
70%, 80%, 90% Win Rates? Grab Your Free Cheatsheets Today! (Ad)

Would you like to know the historic win rate of every trade you take before you place it? Well, it’s all possible with these FIVE Candlestick Pattern Cheatsheets.

>> You can grab your FREE, laminated copies right here << 
7/28/2023 SeaBridge Investment Advisors LLC132,415$2.07M0.7%+5.6%1.236%
7/24/2023 Allspring Global Investments Holdings LLC471,378$7.37M0.0%+15.3%4.400%
7/18/2023 Allspring Global Investments Holdings LLC471,378$7.37M0.0%+15.3%4.401%
5/11/2023 Karpus Management Inc.301,249$4.78M0.2%+14.8%2.812%
5/11/2023 Sit Investment Associates Inc.1,991,172$31.62M0.9%+4.4%18.587%
5/11/2023 Guggenheim Capital LLC51,667$820K0.0%+3.8%0.482%
5/9/2023 Wealth Dimensions Group Ltd.14,846$236K0.1%-19.9%0.139%
5/8/2023 Atlantic Union Bankshares Corp40,492$643K0.1%-4.5%0.378%
5/5/2023 Transatlantique Private Wealth LLC13,604$216K0.1%N/A0.127%
5/3/2023 WealthTrust Axiom LLC31,200$495K0.2%-6.0%0.291%
4/28/2023 SeaBridge 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%
4/13/2023 Allspring Global Investments Holdings LLC408,683$6.49M0.0%+5.8%3.816%
4/3/2023 M&R Capital Management Inc.36,528$580K0.2%-2.7%0.341%
2/10/2023 Sit Investment Associates Inc.1,906,757$28.81M0.8%+7.1%17.804%
2/9/2023 Atlantic Union Bankshares Corp42,392$641K0.1%-36.3%0.396%
2/1/2023 Wolverine Asset Management LLC6,259$95K0.0%-90.5%0.058%
1/31/2023 WealthTrust Axiom LLC33,200$502K0.2%-7.0%0.310%
1/23/2023 Allspring 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%
1/11/2023 M&R Capital Management Inc.37,528$567K0.2%-21.5%0.350%
11/15/2022 Karpus Management Inc.89,835$1.38M0.0%-1.7%0.839%
11/15/2022 Logan Stone Capital LLC25,952$399K0.3%+10.1%0.242%
11/15/2022 1607 Capital Partners LLC1,113,565$17.12M1.3%+13.3%10.395%
11/14/2022 Guggenheim Capital LLC50,076$769K0.0%-4.7%0.467%
11/10/2022 Wolverine Asset Management LLC65,816$1.01M0.0%+12.3%0.615%
11/3/2022 WealthTrust Axiom LLC35,700$548K0.2%-2.7%0.333%
10/26/2022 Allspring Global Investments Holdings LLC319,488$4.91M0.0%+26.1%2.982%
10/25/2022 Atlantic 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%
10/3/2022 M&R Capital Management Inc.47,828$735K0.2%-37.8%0.446%
8/15/2022 Karpus Management Inc.91,366$1.47M0.0%+46.1%0.853%
8/11/2022 Sit Investment Associates Inc.1,566,258$25.17M0.8%+15.7%14.624%
8/8/2022 ProVise Management Group LLC13,114$211K0.0%-30.8%0.122%
8/3/2022 Wolverine Asset Management LLC58,604$941K0.0%+7.5%0.547%
7/27/2022 WealthTrust Axiom LLC36,700$589K0.2%-2.7%0.343%
7/21/2022 Atlantic Union Bankshares Corp69,835$1.12M0.1%-13.8%0.652%
7/5/2022 M&R Capital Management Inc.76,928$1.24M0.3%-1.2%0.718%
5/17/2022 1607 Capital Partners LLC692,365$12.37M0.7%N/A6.465%
5/12/2022 Sit Investment Associates Inc.1,354,014$24.20M0.7%+9.1%12.643%
5/11/2022 Landscape Capital Management L.L.C.11,206$200K0.0%N/A0.105%
5/10/2022 Karpus Management Inc.62,548$1.12M0.0%+416.9%0.584%
5/10/2022Hightower 6M Holding LLC14,694$263K0.0%N/A0.137%
5/4/2022 Wolverine Asset Management LLC54,496$973K0.0%N/A0.509%
5/4/2022Commonwealth Equity Services LLC21,314$380K0.0%-2.7%0.199%
4/27/2022 ProVise Management Group LLC18,941$338K0.0%-75.1%0.177%
4/26/2022 Atlantic Union Bankshares Corp81,060$1.45M0.1%-1.3%0.757%
Your chance to get on the next “60-Second Trade” (Ad)

Ever heard of the “60-Second Trade”? It’s a unique cash flow strategy that lets regular traders target anywhere from $100 to a couple of thousand in extra cash flow in as little as 7 days… In on Monday, out on Friday!

4/20/2022Uncommon Cents Investing LLC31,830$569K0.2%+3.9%0.297%
4/4/2022 M&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%
2/14/2022 Guggenheim 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%
1/28/2022 Allspring Global Investments Holdings LLC244,171$5.49M0.0%N/A2.280%
1/27/2022Uncommon Cents Investing LLC30,635$688K0.3%-5.9%0.286%
1/24/2022 Steph & Co.2,250$51K0.0%N/A0.021%
(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, 23 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 ($27.13K).

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

Institutional investors have bought a total of 1,856,880 shares in the last 24 months. This purchase volume represents approximately $29.44M in transactions.

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

Of the 12 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), M&R Capital Management Inc. ($18.51K), WealthTrust Axiom LLC ($11K), 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 249,831 shares in the last 24 months. This volume of shares sold represents approximately $3.83M in transactions.



This page (NYSE:INSI) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners