Who owns Swiss Helvetia Fund?
- Ticker: SWZ
- CUSIP Number: 870875101
Tip: Access positions for across all investors
Analyze quarterly positions in Swiss Helvetia Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Swiss Helvetia Fund stock
Who bought or sold Swiss Helvetia Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings | 2.0M | $16M | -3% | Mar 2024 |
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| Lazard Asset Management | 790k | $6.5M | -2% | Dec 2023 |
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| 1607 Capital Partners | 352k | $2.8M | 5% | Mar 2024 |
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| CSS | 305k | $2.4M | 2% | Mar 2024 |
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| Shaker Financial Services | 292k | $2.3M | 1% | Mar 2024 |
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| Gardner Russo & Gardner | 275k | $2.2M | 3% | Mar 2024 |
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| Brooklyn Capital Management | 238k | $1.9M | 0% | Mar 2024 |
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| Karpus Investment Management | 224k | $1.8M | 701% | Mar 2024 |
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| Commonwealth Equity Services | 130k | $1.0M | 0% | Mar 2024 |
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| Morgan Stanley | 99k | $793k | -1% | Mar 2024 |
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| Blue Bell Private Wealth Management | 91k | $724k | -1% | Mar 2024 |
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| Uncommon Cents Investing | 90k | $711k | 0% | Mar 2024 |
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| UBS Group | 84k | $666k | -7% | Mar 2024 |
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| City of London Investment Management Company | 75k | $595k | 0% | Mar 2024 |
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| Envestnet Asset Management | 67k | $530k | 78% | Mar 2024 |
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| CNH Partners | 39k | $311k | 19% | Mar 2024 |
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| Wolverine Asset Management | 23k | $185k | -22% | Mar 2024 |
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| Dynamic Advisors Solutions | 23k | $183k | 1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 18k | $142k | 100% | Mar 2024 |
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| Landscape Capital Management | 15k | $122k | 11% | Mar 2024 |
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| Capital Investment Counsel | 15k | $119k | 0% | Mar 2024 |
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| LPL Financial | 13k | $106k | 100% | Mar 2024 |
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| Kestra Advisory Services | 13k | $106k | 0% | Dec 2023 |
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| Wells Fargo & Company | 9.1k | $72k | 0% | Mar 2024 |
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| Winmill & Co | 3.3k | $26k | 0% | Mar 2024 |
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| Bank of America Corporation | 2.9k | $23k | -9% | Mar 2024 |
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| Jpmorgan Chase & Co | 2.6k | $21k | 0% | Mar 2024 |
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| Pnc Financial Services | 2.6k | $20k | 100% | Mar 2024 |
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| Advisor Group Holdings | 2.5k | $20k | 0% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 1.8k | $15k | 100% | Mar 2024 |
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| Us Bancorp | 1.5k | $12k | 100% | Mar 2024 |
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| Ancora Advisors | 1.1k | $8.5k | 0% | Mar 2024 |
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| North Star Investment Management | 951.00 | $7.5k | 0% | Mar 2024 |
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| CWM | 835.00 | $7.0k | 100% | Mar 2024 |
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| Royal Bank of Canada | 708.00 | $6.0k | 0% | Mar 2024 |
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Who sold out of Swiss Helvetia Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SageView Advisory Group | Dec 2023 | 32k | $257k |