Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
19,485,059
-
Total 13F shares
-
8,530,330
-
Share change
-
+2,600,561
-
Total reported value
-
$22,772,657
-
Price per share
-
$2.67
-
Number of holders
-
17
-
Value change
-
+$7,679,636
-
Number of buys
-
10
-
Number of sells
-
16
Institutional Holders of Herzfeld Credit Income Fund, Inc - Common Stock (HERZ) as of Q1 2025
As of 31 Mar 2025,
Herzfeld Credit Income Fund, Inc - Common Stock (HERZ) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,530,330 shares.
The largest 10 holders included
Thomas J. Herzfeld Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, CHOREO, LLC, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, OSAIC HOLDINGS, INC., Cambridge Investment Research Advisors, Inc., Hunting Hill Global Capital, LLC, CSS LLC/IL, AVANTAX ADVISORY SERVICES, INC., and Corient Private Wealth LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.