Herzfeld Credit Income Fund, Inc - Common Stock (HERZ)

Q1 2025 13F Holders as of 3/31/2025

Type / Class
Equity / Common Stock
Shares outstanding
15.7M
Number of holders
17
Total 13F shares, excl. options
8.53M
Shares change
+2.6M
Total reported value, excl. options
$22.8M
Value change
+$7.68M
Number of buys
10
Number of sells
-16
Price
$2.67

Significant Holders of Herzfeld Credit Income Fund, Inc - Common Stock (HERZ) as of Q1 2025

29 filings reported holding HERZ - Herzfeld Credit Income Fund, Inc - Common Stock as of Q1 2025.
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 8.53M shares of 15.7M outstanding shares and own 54.26% of the company stock.
Largest 10 shareholders include Thomas J. Herzfeld Advisors, Inc. (6.04M shares), ENVESTNET ASSET MANAGEMENT INC (1.35M shares), CHOREO, LLC (579K shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (238K shares), OSAIC HOLDINGS, INC. (74.5K shares), Cambridge Investment Research Advisors, Inc. (67K shares), Hunting Hill Global Capital, LLC (39.8K shares), CSS LLC/IL (39K shares), AVANTAX ADVISORY SERVICES, INC. (25.1K shares), and Corient Private Wealth LLC (21.7K 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.