Who owns Herzfeld Caribbean Basin?
- Ticker: CUBA
- CUSIP Number: 42804T106
Tip: Access positions for across all investors
Analyze quarterly positions in Herzfeld Caribbean Basin with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Herzfeld Caribbean Basin stock
Who bought or sold Herzfeld Caribbean Basin this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors | 2.7M | $7.5M | 457% | Dec 2023 |
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| Deschutes Portfolio Strategy | 900k | $2.5M | 374% | Dec 2023 |
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| Blue Bell Private Wealth Management | 885k | $2.5M | 763% | Dec 2023 |
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| CSS | 521k | $1.4M | 1506% | Dec 2023 |
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| Logan Stone Capital | 231k | $642k | 477% | Dec 2023 |
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| Landscape Capital Management | 228k | $634k | 1186% | Dec 2023 |
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| Cable Car Capital | 227k | $630k | 100% | Dec 2023 |
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| Clough Capital Partners | 190k | $528k | 206% | Dec 2023 |
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| Lincoln National | 86k | $239k | 95% | Dec 2023 |
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| Twin Focus Capital Partners | 66k | $183k | 396% | Dec 2023 |
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| Cambridge Investment Research Advisors | 54k | $150k | 119% | Dec 2023 |
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| Levin Capital Strategies | 50k | $139k | 100% | Dec 2023 |
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| Virtu Financial | 12k | $32k | 100% | Dec 2023 |
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| Royal Bank of Canada | 9.4k | $26k | 61% | Dec 2023 |
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| Carmichael Hill & Associates | 1.9k | $5.3k | 100% | Dec 2023 |
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| Advisor Group Holdings | 838.00 | $2.3k | -1% | Dec 2023 |
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| CWM | 796.00 | $2.0k | -53% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $3.000000 | -100% | Dec 2023 |
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Who sold out of Herzfeld Caribbean Basin?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Asset Management | Sep 2023 | 107k | $357k |
| Alpine Partners VI | Sep 2023 | 75k | $251k |
| UBS Group | Sep 2023 | 55.00 | $184.002500 |