Insight Select Income Fund (INSI) Institutional Ownership

$16.09
+0.02 (+0.12%)
(As of 05/17/2024 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)
12
Total
Institutional Inflows
(last 12 months)
$20.58M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.92M
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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
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%
1/16/2024 Raymond 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%
10/24/2023 Raymond 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%
10/20/2023 Uncommon 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%
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%
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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%
4/14/2023 Raymond 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%
10/25/2022 Raymond 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%
4/20/2022 Uncommon 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%
2/8/2022 Raymond James Financial Services Advisors Inc.38,436$864K0.0%+2.2%0.359%
2/8/2022 Raymond 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%
1/27/2022 Uncommon Cents Investing LLC30,635$688K0.3%-5.9%0.286%
1/24/2022 Steph & Co.2,250$51K0.0%N/A0.021%
1/19/2022 Atlantic Union Bankshares Corp82,160$1.85M0.2%+11.3%0.767%
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1/18/2022 ProVise Management Group LLC76,015$1.71M0.2%-4.0%0.710%
1/14/2022 Stratos Wealth Partners LTD.8,920$200K0.0%-7.0%0.083%
1/7/2022 M&R Capital Management Inc.95,855$2.15M0.4%-7.5%0.895%
11/15/2021 Guggenheim Capital LLC52,281$1.10M0.0%+2.2%0.488%
11/15/2021 Invesco Ltd.132,981$2.79M0.0%-1.0%1.242%
11/12/2021 Wolverine Asset Management LLC6,453$135K0.0%-50.0%0.060%
11/12/2021 Sit Investment Associates Inc.1,265,537$26.55M0.7%+0.9%11.816%
11/2/2021 Raymond James Financial Services Advisors Inc.37,599$789K0.0%+5.3%0.351%
11/2/2021 Raymond James & Associates21,667$455K0.0%+35.2%0.202%
10/22/2021 Uncommon Cents Investing LLC32,560$683K0.3%-1.6%0.304%
(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, 24 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), 1607 Capital Partners LLC ($17.12M), Allspring Global Investments Holdings LLC ($9.75M), SeaBridge Investment Advisors LLC ($2.46M), 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 17 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. ($855.50K), Sit Investment Associates Inc. ($488.97K), Allspring Global Investments Holdings LLC ($420.12K), SeaBridge Investment Advisors LLC ($148.85K), 1607 Capital Partners LLC ($130.40K), Thomas J. Herzfeld Advisors Inc. ($73.62K), and Riverbridge Partners LLC ($27.13K).

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

Institutional investors have bought a total of 2,234,742 shares in the last 24 months. This purchase volume represents approximately $35.35M in transactions.

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

Of the 14 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 ($57.89K), M&R Capital Management Inc. ($46.75K), WealthTrust Axiom LLC ($13K), Raymond James & Associates ($6.22K), and ProVise Management Group LLC ($5.83K).

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

Institutional investors have sold a total of 293,281 shares in the last 24 months. This volume of shares sold represents approximately $4.49M in transactions.


This page (NYSE:INSI) was last updated on 5/19/2024 by MarketBeat.com Staff

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