INDIA FD INC IFN
COM · Closed-End Fund · CUSIP 454089103
62
institutional holders
+0 vs Q1 2023
3.3m
shares reported held*
$54.6mreported value*
7 new
24 added
10 reduced
7 sold out
net sold ≈ $19.5m (-1.2m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $16.60. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 52 |
| Q4 2022 | 51 |
| Q1 2023 | 62 |
| Q2 2023 | 62 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 15 | 20 |
| Q1 2023 | 35 | 14 |
| Q2 2023 | 31 | 17 |
Biggest buyers
| Atria Wealth Solutions, Inc. | Added | +46.9k |
| MORGAN STANLEY | Added | +34.3k |
| Steward Partners Investment Advisory, LLC | Added | +22.0k |
| Koshinski Asset Management, Inc. | New | +19.5k |
| BANK OF AMERICA CORP /DE/ | Added | +12.7k |
| ROYAL BANK OF CANADA | Added | +11.8k |
| JPMORGAN CHASE & CO | Added | +10.3k |
| Missouri Trust & Investment Co | New | +4.7k |
| Robertson Stephens Wealth Management, LLC | Added | +3.5k |
| Csenge Advisory Group | Added | +3.4k |
Biggest sellers
| LAZARD ASSET MANAGEMENT LLC | Reduced | -832.1k |
| STRS OHIO | Reduced | -480.0k |
| GFS Advisors, LLC | Sold out | -12.9k |
| CIBC WORLD MARKET INC. | Reduced | -12.2k |
| Kovack Advisors, Inc. | Sold out | -12.1k |
| WELLS FARGO & COMPANY/MN | Reduced | -6.2k |
| UBS Group AG | Reduced | -1.2k |
| Raymond James Financial Services Advisors, Inc. | Reduced | -1.2k |
| COLONY GROUP LLC | Reduced | -375 |
| GUGGENHEIM CAPITAL LLC | Reduced | -372 |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 1 | $17.4k | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 939.2k $15.6m | Added +34.3k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 761.0k $12.6m | Reduced -832.1k |
| STRS OHIO 0.02% of their portfolio | 240.0k $4.0m | Reduced -480.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 182.0k $3.0m | Added +12.7k |
| Atria Wealth Solutions, Inc. 0.04% of their portfolio | 161.5k $2.7m | Added +46.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 129.9k $2.2m | Reduced -6.2k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 122.7k $2.0m | Added +1.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 106.1k $1.8m | Added +11.8k |
| Consolidated Portfolio Review Corp 0.35% of their portfolio | 89.4k $1.5m | Added +1.7k |
| Creative Planning 0.00% of their portfolio | 55.5k $921.2k | Reduced -124 |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 53.7k $891.0k | Reduced -12.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 46.0k $763.0k | Added +1.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 44.5k $737.9k | Added +136 |
| Csenge Advisory Group 0.05% of their portfolio | 44.0k $731.1k | Added +3.4k |
| COLONY GROUP LLC 0.01% of their portfolio | 34.3k $569.0k | Reduced -375 |
| UBS Group AG 0.00% of their portfolio | 26.2k $434.3k | Reduced -1.2k |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 22.2k $368.5k | Added +22.0k |
| Koshinski Asset Management, Inc. 0.03% of their portfolio | 19.5k $323.3k | New |
| SCHNIEDERS CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 18.8k $312.7k | Added +1.2k |
| Keystone Financial Group 0.05% of their portfolio | 17.8k $294.8k | First filing |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 17.5k $291.1k | Added +751 |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 17.3k $287.6k | Added +1.3k |
| Robertson Stephens Wealth Management, LLC 0.02% of their portfolio | 15.2k $252.3k | Added +3.5k |
| Hudson Portfolio Management LLC 0.25% of their portfolio | 14.0k $233.1k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 13.7k $227.3k | Added +1.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 13.2k $219.6k | Added +1.4k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 11.8k $195.8k | Reduced -1.2k |
| Cooper Financial Group 0.05% of their portfolio | 11.3k $188.2k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 10.4k $171.8k | Added +10.3k |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 10.3k $171.0k | Reduced -372 |
| BARCLAYS PLC 0.00% of their portfolio | 6.2k $103.2k | Added +174 |
| Missouri Trust & Investment Co 0.04% of their portfolio | 4.7k $78.0k | New |
| JTC Employer Solutions Trustee Ltd 0.01% of their portfolio | 3.7k $62.0k | Unchanged |
| Hanson & Doremus Investment Management 0.01% of their portfolio | 1.9k $31.0k | Unchanged |
| Cullen/Frost Bankers, Inc. 0.00% of their portfolio | 1.8k $29.9k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 1.7k $28.0k | Added +40 |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 1.5k $25.1k | Unchanged |
| Bartlett & Co. LLC 0.00% of their portfolio | 1.5k $25.0k | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 1.5k $24.9k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.4k $23.6k | New |
| Ancora Advisors LLC 0.00% of their portfolio | 1.4k $23.2k | Unchanged |
| Endurance Wealth Management, Inc. 0.00% of their portfolio | 1.4k $23.0k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 1.3k $21.2k | Added +30 |
| THOMPSON INVESTMENT MANAGEMENT, INC. 0.00% of their portfolio | 1.1k $17.9k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.0k $17.0k | Added +23 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.01% of their portfolio | 1.0k $16.6k | Unchanged |
| Ayalon Insurance Comp Ltd. 0.01% of their portfolio | 900 $15.0k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 832 $13.8k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 764 $12.7k | Added +18 |
| JDM Financial Group LLC 0.01% of their portfolio | 617 $10.2k | Added +15 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 600 $9.9k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 561 $9.3k | Unchanged |
| Focused Wealth Management, Inc 0.00% of their portfolio | 550 $9.1k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 500 $8.3k | Unchanged |
| North Star Investment Management Corp. 0.00% of their portfolio | 201 $3.3k | Unchanged |
| CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio | 200 $3.3k | New |
| Truvestments Capital LLC 0.00% of their portfolio | 187 $3.1k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 172 $3.6k | Added +86 |
| Investors Research Corp 0.00% of their portfolio | 110 $1.8k | Unchanged |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 30 $498 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |
| GoalVest Advisory LLC 0.00% of their portfolio | 0 $0 | Reduced -180 |