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Insight Select Income FD

CUSIP: 45781W109 | 119 institutional holders

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2024

SIT Investment Associates Inc2,482,085
0.0% of portfolio›$43.0K
Karpus Management, Inc.909,044
0.5% of portfolio›$15.8M
1607 Capital Partners, LLC631,939
0.9% of portfolio›$11.0M
Allspring Global Investments Holdings, LLC557,474
0.0% of portfolio›$9.7M
Absolute Investment Advisers, LLC408,515
0.9% of portfolio›$7.1M
Guggenheim Capital LLC223,538
0.0% of portfolio›$3.9M
Quarry LP221,402
0.5% of portfolio›$3.8M
SeaBridge Investment Advisors LLC161,996
0.6% of portfolio›$2.8M
Invesco Ltd.89,939
0.0% of portfolio›$1.6M
Yakira Capital Management, Inc.64,821
0.4% of portfolio›$1.1M
StoneX Group Inc.56,866
0.1% of portfolio›$985.5K
Raymond James Financial Inc52,734
0.0% of portfolio›$913.9K
Wolverine Asset Management LLC34,452
0.0% of portfolio›$597.1K
Riverbridge Partners LLC29,863
0.0% of portfolio›$517.5K
Jones Financial Companies Lllp29,552
0.0% of portfolio›$512.1K
Uncommon Cents Investing Inc26,835
0.1% of portfolio›$465.1K
Wealth Enhancement Advisory Services, LLC26,720
0.0% of portfolio›$463.1K
WealthTrust Axiom LLC23,700
0.1% of portfolio›$410.7K
Baird Financial Group, Inc.23,000
0.0% of portfolio›$398.6K
Commonwealth Equity Services, LLC20,949
0.0% of portfolio›$363
Shaker Financial Services, LLC20,585
0.1% of portfolio›$356.7K
Atlantic Union Bankshares Corp19,780
0.0% of portfolio›$342.8K
Aviance Capital Partners, LLC17,644
0.0% of portfolio›$305.8K
Wells Fargo & Company17,294
0.0% of portfolio›$299.7K
Transatlantique Private Wealth LLC15,351
0.1% of portfolio›$266.0K
Gill Capital Partners, LLC14,977
0.1% of portfolio›$259.6K
Wealth Dimensions Group, Ltd.14,201
0.1% of portfolio›$246.1K
Dakota Wealth Management11,850
0.0% of portfolio›$205.4K
LPL Financial LLC10,529
0.0% of portfolio›$182.5K
Cetera Investment Advisers10,390
0.0% of portfolio›$180.1K
Morgan Stanley7,608
0.0% of portfolio›$131.9K
UBS Group AG7,477
0.0% of portfolio›$129.6K
Osaic Holdings, Inc.6,758
0.0% of portfolio›$117.1K
US Bancorp \de\4,066
0.0% of portfolio›$70.5K
Royal Bank of Canada3,518
0.0% of portfolio›$61.0K
Bank of America Corp2,074
0.0% of portfolio›$35.9K
LRI Investments, LLC1,588
0.0% of portfolio›$27.5K
Berthel, Fisher & Company Financial Services, Inc.1,173
0.0% of portfolio›$20.3K
BFC Planning, Inc.1,172
0.0% of portfolio›$20.3K
Tsfg, LLC50
0.0% of portfolio›$1
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
SIT Investment Associates Inc
2,482,085$43.0K0.0%YieldLowMinneapolis, MN2025-02-13
Karpus Management, Inc.
909,044$15.8M0.5%YieldMediumPittsford, NY2025-02-14
1607 Capital Partners, LLC
631,939$11.0M0.9%YieldMediumRichmond, VA2025-02-13
Allspring Global Investments Holdings, LLC
557,474$9.7M0.0%CoreMediumCharlotte, NC2025-01-29
Absolute Investment Advisers, LLC
408,515$7.1M0.9%YieldHighRosemary Beach, FL2025-01-24
Guggenheim Capital LLC
223,538$3.9M0.0%CoreLowChicago, IL2025-02-13
Quarry LP
221,402$3.8M0.5%YieldVery HighNew York, NY2025-02-14
SeaBridge Investment Advisors LLC
161,996$2.8M0.6%GrowthMediumSummit, NJ2025-01-24
Invesco Ltd.
89,939$1.6M0.0%GrowthLowAtlanta, GA2025-02-13
Yakira Capital Management, Inc.
64,821$1.1M0.4%YieldVery HighWestport, CT2025-02-13
StoneX Group Inc.
56,866$985.5K0.1%ETFMediumNew York, NY2025-08-13
Raymond James Financial Inc
52,734$913.9K0.0%IndexLowSt. Petersburg, FL2025-04-23
Wolverine Asset Management LLC
34,452$597.1K0.0%Deep ValueVery HighChicago, IL2025-02-03
Riverbridge Partners LLC
29,863$517.5K0.0%GrowthLowMinneapolis, MN2025-01-17
Jones Financial Companies Lllp
29,552$512.1K0.0%IndexLowDes Peres, MO2025-02-06
Uncommon Cents Investing Inc
26,835$465.1K0.1%ValueVery LowJanesville, WI2025-01-16
Wealth Enhancement Advisory Services, LLC
26,720$463.1K0.0%CoreLowPlymouth, MN2025-03-17
WealthTrust Axiom LLC
23,700$410.7K0.1%CoreLowWayne, PA2025-02-13
Baird Financial Group, Inc.
23,000$398.6K0.0%CoreLowMilwaukee, WI2025-02-14
Commonwealth Equity Services, LLC
20,949$3630.0%ETFLowWaltham, MA2025-02-10
Shaker Financial Services, LLC
20,585$356.7K0.1%YieldHighArlington, VA2025-02-13
Atlantic Union Bankshares Corp
19,780$342.8K0.0%IndexLowGlen Allen, VA2025-02-07
Aviance Capital Partners, LLC
17,644$305.8K0.0%CoreLowNaples, FL2025-02-07
Wells Fargo & Company
17,294$299.7K0.0%CoreLowSan Francisco, CA2025-02-13
Transatlantique Private Wealth LLC
15,351$266.0K0.1%GrowthLowNew York, NY2025-05-13
Gill Capital Partners, LLC
14,977$259.6K0.1%ETFLowDenver, CO2025-01-15
Wealth Dimensions Group, Ltd.
14,201$246.1K0.1%ETFLowCincinnati, OH2025-02-13
Dakota Wealth Management
11,850$205.4K0.0%CoreMediumPalm Beach Gardens, FL2025-01-17
LPL Financial LLC
10,529$182.5K0.0%IndexVery LowFort Mill, SC2025-02-11
Cetera Investment Advisers
10,390$180.1K0.0%IndexVery LowSchaumburg, IL2025-02-14
Morgan Stanley
7,608$131.9K0.0%CoreLowNew York, NY2025-05-15
UBS Group AG
7,477$129.6K0.0%CoreMediumZurich, Switzerland2025-02-14
Osaic Holdings, Inc.
6,758$117.1K0.0%IndexLowScottsdale, AZ2025-06-06
US Bancorp \de\
4,066$70.5K0.0%IndexLowMinneapolis, MN2025-02-05
Royal Bank of Canada
3,518$61.0K0.0%CoreLowToronto, Australia2025-02-14
Bank of America Corp
2,074$35.9K0.0%CoreLowCharlotte, NC2025-02-14
LRI Investments, LLC
1,588$27.5K0.0%CoreLowPalm Beach Gardens, FL2025-02-14
Berthel, Fisher & Company Financial Services, Inc.
1,173$20.3K0.0%N/AN/ACedar Rapids, IA2026-10-30
BFC Planning, Inc.
1,172$20.3K0.0%N/AN/ACedar Rapids, IA2026-10-29
Tsfg, LLC
50$10.0%ETFLowLake Forest, IL2025-01-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-02-13