INSIGHT SELECT INCOME FD XXINSIXX
COM · Closed-End Fund · CUSIP 45781W109
32
institutional holders
+1 vs Q3 2022
4.4m
shares reported held*
$66.9mreported value*
1 new
10 added
11 reduced
1 sold out
net bought ≈ $6.6m (+438.3k 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 ≈ $15.11.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 31 |
| Q4 2022 | 32 |
Biggest buyers
| 1607 Capital Partners, LLC | Added | +205.6k |
| Karpus Management, Inc. | Added | +172.6k |
| SIT INVESTMENT ASSOCIATES INC | Added | +126.0k |
| Allspring Global Investments Holdings, LLC | Added | +66.8k |
| Gilman Hill Asset Management, LLC | New | +10.0k |
| AQR Arbitrage LLC | Added | +7.7k |
| UBS Group AG | Added | +5.7k |
| Raymond James Financial Services Advisors, Inc. | Added | +368 |
| OSAIC HOLDINGS, INC. | Added | +165 |
| LPL Financial LLC | Added | +34 |
Biggest sellers
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | -59.6k |
| Pekin Hardy Strauss, Inc. | Sold out | -34.2k |
| Atlantic Union Bankshares Corp | Reduced | -24.1k |
| WELLS FARGO & COMPANY/MN | Reduced | -12.1k |
| M&R CAPITAL MANAGEMENT INC | Reduced | -10.3k |
| Logan Stone Capital, LLC | Reduced | -6.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -3.1k |
| GILL CAPITAL PARTNERS, LLC | Reduced | -2.6k |
| WealthTrust Axiom LLC | Reduced | -2.5k |
| MORGAN STANLEY | Reduced | -1.1k |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 0.81% of their portfolio | 1.9m $28.8m | Added +126.0k |
| 1607 Capital Partners, LLC 1.37% of their portfolio | 1.3m $19.9m | Added +205.6k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 386.3k $5.8m | Added +66.8k |
| Karpus Management, Inc. 0.13% of their portfolio | 262.5k $4.0m | Added +172.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 98.3k $1.5m | Reduced -12.1k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 49.8k $752.3k | Reduced -288 |
| Atlantic Union Bankshares Corp 0.07% of their portfolio | 42.4k $640.5k | Reduced -24.1k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 42.1k $635.8k | Added +368 |
| M&R CAPITAL MANAGEMENT INC 0.16% of their portfolio | 37.5k $567.0k | Reduced -10.3k |
| AQR Arbitrage LLC 0.01% of their portfolio | 36.0k $544.4k | Added +7.7k |
| WealthTrust Axiom LLC 0.17% of their portfolio | 33.2k $501.7k | Reduced -2.5k |
| Uncommon Cents Investing LLC 0.18% of their portfolio | 31.8k $481.0k | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 23.0k $347.3k | Added +3 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 20.9k $315.0k | Reduced -146 |
| SANDERS MORRIS HARRIS LLC 0.11% of their portfolio | 19.7k $298.2k | Unchanged |
| Logan Stone Capital, LLC 0.11% of their portfolio | 19.4k $292.4k | Reduced -6.6k |
| Wealth Dimensions Group, Ltd. 0.11% of their portfolio | 18.5k $279.9k | Unchanged |
| GILL CAPITAL PARTNERS, LLC 0.11% of their portfolio | 15.9k $239.7k | Reduced -2.6k |
| MORGAN STANLEY 0.00% of their portfolio | 13.0k $196.8k | Reduced -1.1k |
| UBS Group AG 0.00% of their portfolio | 11.0k $166.4k | Added +5.7k |
| LPL Financial LLC 0.00% of their portfolio | 10.7k $161.6k | Added +34 |
| Gilman Hill Asset Management, LLC 0.03% of their portfolio | 10.0k $151.3k | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 6.3k $94.6k | Reduced -59.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 5.3k $79.0k | Added +165 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.7k $55.0k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 3.0k $45.3k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 336 $5.1k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 222 $4.0k | Unchanged |
| Pathway Financial Advisers, LLC 0.00% of their portfolio | 137 $2.1k | First filing |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 100 $1.5k | Reduced -3.1k |
| TSFG, LLC 0.00% of their portfolio | 50 $1.0k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |