Who owns Herzfeld Caribbean Basin?
- CUSIP Number: 42804T106
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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 |
|---|---|---|---|---|---|
| Advisor Group Holdings | 56k | $124k | 47% | Dec 2025 |
|
| Hunting Hill Global Capital | 40k | $90k | -7% | Dec 2025 |
|
Who sold out of Herzfeld Caribbean Basin?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thomas J. Herzfeld Advisors | Dec 2025 | 5.8M | $13M |
| Envestnet Asset Management | Dec 2025 | 2.2M | $4.8M |
| Rsm Us Wealth Management | Dec 2025 | 418k | $1.1M |