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Insight Select Income FD

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SIT Investment Associates Inc
DECREASED
Shares2,482,085 from 2,504,246
Change-22,161 (-1%)
Value$43.0K (-$1.2K)
Filed 2025-02-13
Karpus Management, Inc.
DECREASED
Shares909,044 from 1,021,745
Change-112,701 (-11%)
Value$15.8M (-$2.3M)
Filed 2025-02-14
1607 Capital Partners, LLC
INCREASED
Shares631,939 from 544,582
Change+87,357 (+16%)
Value$11.0M (+$1.3M)
Filed 2025-02-13
Allspring Global Investments Holdings, LLC
DECREASED
Shares557,474 from 611,860
Change-54,386 (-9%)
Value$9.7M (-$1.1M)
Filed 2025-01-29
Absolute Investment Advisers, LLC
NEW
Shares408,515
Change+408,515
Value$7.1M
Filed 2025-01-24
Guggenheim Capital LLC
INCREASED
Shares223,538 from 197,141
Change+26,397 (+13%)
Value$3.9M (+$394.4K)
Filed 2025-02-13
Quarry LP
NEW
Shares221,402
Change+221,402
Value$3.8M
Filed 2025-02-14
SeaBridge Investment Advisors LLC
INCREASED
Shares161,996 from 157,999
Change+3,997 (+3%)
Value$2.8M (+$18.7K)
Filed 2025-01-24
Invesco Ltd.
NEW
Shares89,939
Change+89,939
Value$1.6M
Filed 2025-02-13
Yakira Capital Management, Inc.
NEW
Shares64,821
Change+64,821
Value$1.1M
Filed 2025-02-13
StoneX Group Inc.
NEW
Shares56,866
Change+56,866
Value$985.5K
Filed 2025-08-13
Raymond James Financial Inc
NEW
Shares52,734
Change+52,734
Value$913.9K
Filed 2025-04-23
Wolverine Asset Management LLC
NEW
Shares34,452
Change+34,452
Value$597.1K
Filed 2025-02-03
Riverbridge Partners LLC
INCREASED
Shares29,863 from 28,842
Change+1,021 (+4%)
Value$517.5K (+$8.5K)
Filed 2025-01-17
Jones Financial Companies Lllp
DECREASED
Shares29,552 from 203,035
Change-173,483 (-85%)
Value$512.1K (-$3.0M)
Filed 2025-02-06
Uncommon Cents Investing Inc
DECREASED
Shares26,835 from 27,430
Change-595 (-2%)
Value$465.1K (-$19.1K)
Filed 2025-01-16
Wealth Enhancement Advisory Services, LLC
NEW
Shares26,720
Change+26,720
Value$463.1K
Filed 2025-03-17
WealthTrust Axiom LLC
UNCHANGED
Shares23,700 from 23,700
Change0 (0%)
Value$410.7K (-$7.6K)
Filed 2025-02-13
Baird Financial Group, Inc.
INCREASED
Shares23,000 from 20,500
Change+2,500 (+12%)
Value$398.6K (+$36.8K)
Filed 2025-02-14
Commonwealth Equity Services, LLC
INCREASED
Shares20,949 from 20,786
Change+163 (+1%)
Value$363 (-$4)
Filed 2025-02-10
Shaker Financial Services, LLC
DECREASED
Shares20,585 from 55,091
Change-34,506 (-63%)
Value$356.7K (-$615.6K)
Filed 2025-02-13
Atlantic Union Bankshares Corp
DECREASED
Shares19,780 from 21,760
Change-1,980 (-9%)
Value$342.8K (-$41.3K)
Filed 2025-02-07
Aviance Capital Partners, LLC
INCREASED
Shares17,644 from 15,755
Change+1,889 (+12%)
Value$305.8K (+$27.7K)
Filed 2025-02-07
Wells Fargo & Company
INCREASED
Shares17,294 from 16,209
Change+1,085 (+7%)
Value$299.7K (+$13.6K)
Filed 2025-02-13
Transatlantique Private Wealth LLC
UNCHANGED
Shares15,351 from 15,351
Change0 (0%)
Value$266.0K (-$4.9K)
Filed 2025-05-13
Gill Capital Partners, LLC
DECREASED
Shares14,977 from 14,995
Change-18 (0%)
Value$259.6K (-$5.1K)
Filed 2025-01-15
Wealth Dimensions Group, Ltd.
DECREASED
Shares14,201 from 14,382
Change-181 (-1%)
Value$246.1K (-$7.7K)
Filed 2025-02-13
Dakota Wealth Management
UNCHANGED
Shares11,850 from 11,850
Change0 (0%)
Value$205.4K (-$3.8K)
Filed 2025-01-17
LPL Financial LLC
DECREASED
Shares10,529 from 10,659
Change-130 (-1%)
Value$182.5K (-$5.6K)
Filed 2025-02-11
Cetera Investment Advisers
INCREASED
Shares10,390 from 10,221
Change+169 (+2%)
Value$180.1K (-$345)
Filed 2025-02-14
Morgan Stanley
DECREASED
Shares7,608 from 8,989
Change-1,381 (-15%)
Value$131.9K (-$26.8K)
Filed 2025-05-15
UBS Group AG
INCREASED
Shares7,477 from 6,371
Change+1,106 (+17%)
Value$129.6K (+$17.1K)
Filed 2025-02-14
Osaic Holdings, Inc.
DECREASED
Shares6,758 from 6,889
Change-131 (-2%)
Value$117.1K (-$4.5K)
Filed 2025-06-06
US Bancorp \de\
UNCHANGED
Shares4,066 from 4,066
Change0 (0%)
Value$70.5K (-$1.3K)
Filed 2025-02-05
Royal Bank of Canada
UNCHANGED
Shares3,518 from 3,518
Change0 (0%)
Value$61.0K (-$1.0K)
Filed 2025-02-14
Bank of America Corp
NEW
Shares2,074
Change+2,074
Value$35.9K
Filed 2025-02-14
LRI Investments, LLC
UNCHANGED
Shares1,588 from 1,588
Change0 (0%)
Value$27.5K (+$48)
Filed 2025-02-14
Berthel, Fisher & Company Financial Services, Inc.
INCREASED
Shares1,173 from 1,148
Change+25 (+2%)
Value$20.3K (+$56)
Filed 2026-10-30
BFC Planning, Inc.
NEW
Shares1,172
Change+1,172
Value$20.3K
Filed 2026-10-29
Tsfg, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1 ($0)
Filed 2025-01-13
AQR Arbitrage LLC
CLOSED
Shares0 from 24,713
Change-24,713 (-100%)
Value$0 (-$436.2K)
Filed 2025-02-14
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 13,352
Change-13,352 (-100%)
Value$0 (-$235.6K)
Filed 2025-07-17
Tradewinds, Llc.
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$9.4K)
Filed 2025-02-12
Harbour Investments, Inc.
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$6.0K)
Filed 2025-02-10
FMR LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$18)
Filed 2026-11-05
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-02-13
Raymond James Financial Services Advisors, Inc.
N/A
Shares— from 39,331
Change-39,331 (-100%)
Value—
M&R Capital Management Inc
N/A
Shares— from 28,893
Change-28,893 (-100%)
Value—
Raymond James & Associates
N/A
Shares— from 13,948
Change-13,948 (-100%)
Value—
Status
SIT Investment Associates Inc
DECREASED2,482,0852,504,246-22,161-1%$44.2K$43.0K-$1.2K2025-02-13
Karpus Management, Inc.
DECREASED909,0441,021,745-112,701-11%$18.0M$15.8M-$2.3M2025-02-14
1607 Capital Partners, LLC
INCREASED631,939544,582+87,357+16%$9.6M$11.0M+$1.3M2025-02-13
Allspring Global Investments Holdings, LLC
DECREASED557,474611,860-54,386-9%$10.8M$9.7M-$1.1M2025-01-29
Absolute Investment Advisers, LLC
NEW408,515—+408,515——$7.1M—2025-01-24
Guggenheim Capital LLC
INCREASED223,538197,141+26,397+13%$3.5M$3.9M+$394.4K2025-02-13
Quarry LP
NEW221,402—+221,402——$3.8M—2025-02-14
SeaBridge Investment Advisors LLC
INCREASED161,996157,999+3,997+3%$2.8M$2.8M+$18.7K2025-01-24
Invesco Ltd.
NEW89,939—+89,939——$1.6M—2025-02-13
Yakira Capital Management, Inc.
NEW64,821—+64,821——$1.1M—2025-02-13
StoneX Group Inc.
NEW56,866—+56,866——$985.5K—2025-08-13
Raymond James Financial Inc
NEW52,734—+52,734——$913.9K—2025-04-23
Wolverine Asset Management LLC
NEW34,452—+34,452——$597.1K—2025-02-03
Riverbridge Partners LLC
INCREASED29,86328,842+1,021+4%$509.1K$517.5K+$8.5K2025-01-17
Jones Financial Companies Lllp
DECREASED29,552203,035-173,483-85%$3.6M$512.1K-$3.0M2025-02-06
Uncommon Cents Investing Inc
DECREASED26,83527,430-595-2%$484.1K$465.1K-$19.1K2025-01-16
Wealth Enhancement Advisory Services, LLC
NEW26,720—+26,720——$463.1K—2025-03-17
WealthTrust Axiom LLC
UNCHANGED23,70023,70000%$418.3K$410.7K-$7.6K2025-02-13
Baird Financial Group, Inc.
INCREASED23,00020,500+2,500+12%$361.8K$398.6K+$36.8K2025-02-14
Commonwealth Equity Services, LLC
INCREASED20,94920,786+163+1%$367$363-$42025-02-10
Shaker Financial Services, LLC
DECREASED20,58555,091-34,506-63%$972.4K$356.7K-$615.6K2025-02-13
Atlantic Union Bankshares Corp
DECREASED19,78021,760-1,980-9%$384.1K$342.8K-$41.3K2025-02-07
Aviance Capital Partners, LLC
INCREASED17,64415,755+1,889+12%$278.1K$305.8K+$27.7K2025-02-07
Wells Fargo & Company
INCREASED17,29416,209+1,085+7%$286.1K$299.7K+$13.6K2025-02-13
Transatlantique Private Wealth LLC
UNCHANGED15,35115,35100%$270.9K$266.0K-$4.9K2025-05-13
Gill Capital Partners, LLC
DECREASED14,97714,995-180%$264.7K$259.6K-$5.1K2025-01-15
Wealth Dimensions Group, Ltd.
DECREASED14,20114,382-181-1%$253.8K$246.1K-$7.7K2025-02-13
Dakota Wealth Management
UNCHANGED11,85011,85000%$209.2K$205.4K-$3.8K2025-01-17
LPL Financial LLC
DECREASED10,52910,659-130-1%$188.1K$182.5K-$5.6K2025-02-11
Cetera Investment Advisers
INCREASED10,39010,221+169+2%$180.4K$180.1K-$3452025-02-14
Morgan Stanley
DECREASED7,6088,989-1,381-15%$158.7K$131.9K-$26.8K2025-05-15
UBS Group AG
INCREASED7,4776,371+1,106+17%$112.5K$129.6K+$17.1K2025-02-14
Osaic Holdings, Inc.
DECREASED6,7586,889-131-2%$121.6K$117.1K-$4.5K2025-06-06
US Bancorp \de\
UNCHANGED4,0664,06600%$71.8K$70.5K-$1.3K2025-02-05
Royal Bank of Canada
UNCHANGED3,5183,51800%$62.0K$61.0K-$1.0K2025-02-14
Bank of America Corp
NEW2,074—+2,074——$35.9K—2025-02-14
LRI Investments, LLC
UNCHANGED1,5881,58800%$27.5K$27.5K+$482025-02-14
Berthel, Fisher & Company Financial Services, Inc.
INCREASED1,1731,148+25+2%$20.3K$20.3K+$562026-10-30
BFC Planning, Inc.
NEW1,172—+1,172——$20.3K—2026-10-29
Tsfg, LLC
UNCHANGED505000%$1$1$02025-01-13
AQR Arbitrage LLC
CLOSED024,713-24,713-100%$436.2K$0-$436.2K2025-02-14
Uhlmann Price Securities, LLC
CLOSED013,352-13,352-100%$235.6K$0-$235.6K2025-07-17
Tradewinds, Llc.
CLOSED0530-530-100%$9.4K$0-$9.4K2025-02-12
Harbour Investments, Inc.
CLOSED0340-340-100%$6.0K$0-$6.0K2025-02-10
FMR LLC
CLOSED01-1-100%$18$0-$182026-11-05
Proequities, Inc.
UNCHANGED000—$0$0$02025-02-13
Raymond James Financial Services Advisors, Inc.
N/A—39,331-39,331-100%$694.2K———
M&R Capital Management Inc
N/A—28,893-28,893-100%$510.0K———
Raymond James & Associates
N/A—13,948-13,948-100%$246.2K———
Showing 49 of 49 institutions