Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
15.7M
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Number of holders
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17
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Total 13F shares, excl. options
-
1M
-
Shares change
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+67.1K
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Total reported value, excl. options
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$3.75M
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Value change
-
+$252K
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Number of buys
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13
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Number of sells
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-9
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Price
-
$3.74
Significant Holders of Herzfeld Credit Income Fund, Inc - Common Stock (HERZ) as of Q1 2023
22 filings reported holding HERZ - Herzfeld Credit Income Fund, Inc - Common Stock as of Q1 2023.
Herzfeld Credit Income Fund, Inc - Common Stock (HERZ) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1M shares
of 15.7M outstanding shares and own 6.38% of the company stock.
Largest 10 shareholders include Thomas J. Herzfeld Advisors, Inc. (485K shares), Matisse Capital (180K shares), CSS LLC/IL (146K shares), Clough Capital Partners L P (60.3K shares), LINCOLN NATIONAL CORP (37.8K shares), Cambridge Investment Research Advisors, Inc. (22.3K shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (20.4K shares), TWIN FOCUS CAPITAL PARTNERS, LLC (12.9K shares), B. Riley Wealth Advisors, Inc. (11.7K shares), and WELLS FARGO & COMPANY/MN (9.17K shares).
This table shows the top 17 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.