Who owns Herzfeld Caribbean Basin?
- Ticker: HERZ
- 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 | 6.1M | $15M | -6% | Sep 2025 |
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| Envestnet Asset Management | 1.6M | $3.8M | 6% | Sep 2025 |
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| Rsm Us Wealth Management | 439k | $1.0M | 0% | Sep 2025 |
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| Blue Bell Private Wealth Management | 95k | $227k | -52% | Sep 2025 |
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| Hunting Hill Global Capital | 44k | $104k | 0% | Sep 2025 |
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| Advisor Group Holdings | 38k | $90k | -57% | Sep 2025 |
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| CSS | 34k | $80k | -37% | Sep 2025 |
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| H D Vest Advisory Services | 27k | $67k | 6% | Jun 2025 |
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| CI Private Wealth | 23k | $55k | 0% | Sep 2025 |
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| Jane Street | 22k | $51k | 100% | Sep 2025 |
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| Morgan Stanley | 21k | $52k | 100% | Jun 2025 |
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| Virtu Financial | 19k | $46k | 100% | Sep 2025 |
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| Susquehanna International | 19k | $45k | -20% | Sep 2025 |
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| Brooklyn Capital Management | 18k | $42k | 100% | Sep 2025 |
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| International Assets Investment Management | 15k | $39k | 9% | Sep 2025 |
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| Citadel Advisors | 15k | $35k | 100% | Sep 2025 |
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| Kestra Advisory Services | 11k | $25k | 0% | Sep 2025 |
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| Royal Bank of Canada | 5.2k | $12k | 9% | Sep 2025 |
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| Jpmorgan Chase & Co | 2.9k | $6.8k | 100% | Sep 2025 |
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| UBS Group | 2.3k | $5.5k | 100% | Sep 2025 |
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| Rockefeller Capital Management | 530.00 | $1.3k | 100% | Sep 2025 |
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| CoreCap Advisors | 222.00 | $528.004800 | 0% | Sep 2025 |
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| Wells Fargo & Company | 1.00 | $2.000000 | 0% | Sep 2025 |
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Who sold out of Herzfeld Caribbean Basin?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cambridge Investment Research Advisors | Jun 2025 | 63k | $160k |