Wealth Dimensions Group, Ltd. - INSIGHT SELECT INCOME FD ownership

INSIGHT SELECT INCOME FD's ticker is INSI and the CUSIP is 45781W109. A total of 34 filers reported holding INSIGHT SELECT INCOME FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealth Dimensions Group, Ltd. ownership history of INSIGHT SELECT INCOME FD
ValueSharesWeighting
Q3 2023$223,128
-3.9%
14,8460.0%0.08%
-4.7%
Q2 2023$232,166
-1.5%
14,8460.0%0.08%
-6.6%
Q1 2023$235,747
-15.8%
14,846
-19.9%
0.09%
-20.2%
Q4 2022$279,948
-1.8%
18,5270.0%0.11%
-19.1%
Q3 2022$285,000
-4.4%
18,5270.0%0.14%0.0%
Q2 2022$298,000
-10.8%
18,527
-1.0%
0.14%
-9.0%
Q1 2022$334,000
-22.7%
18,713
-2.6%
0.16%
-26.9%
Q4 2021$432,000
+6.7%
19,213
-0.3%
0.21%
-18.1%
Q3 2021$405,000
-3.1%
19,2800.0%0.26%
-8.5%
Q2 2021$418,000
+6.1%
19,2800.0%0.28%
-7.5%
Q1 2021$394,000
-4.4%
19,2800.0%0.31%
-14.0%
Q4 2020$412,00019,2800.36%
Other shareholders
INSIGHT SELECT INCOME FD shareholders Q3 2023
NameSharesValueWeighting ↓
SIT INVESTMENT ASSOCIATES INC 1,254,387$27,170,0000.67%
M&R CAPITAL MANAGEMENT INC 110,700$2,397,0000.55%
Uncommon Cents Investing LLC 33,080$717,0000.29%
Wealth Dimensions Group, Ltd. 19,280$418,0000.28%
WealthTrust Axiom LLC 37,700$816,0000.26%
ProVise Management Group, LLC 90,615$1,963,0000.20%
GILL CAPITAL PARTNERS, LLC 19,241$417,0000.20%
Atlantic Union Bankshares Corp 66,336$1,437,0000.14%
Shaker Financial Services, LLC 11,000$238,0000.09%
SANDERS MORRIS HARRIS LLC 19,734$427,0000.08%
View complete list of INSIGHT SELECT INCOME FD shareholders