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 | 5.8M | $13M | -4% | Dec 2025 |
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| Envestnet Asset Management | 2.2M | $4.8M | 34% | Dec 2025 |
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| Rsm Us Wealth Management | 418k | $1.1M | -5% | Dec 2025 |
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| Advisor Group Holdings | 56k | $124k | 47% | Dec 2025 |
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| Hunting Hill Global Capital | 40k | $90k | -7% | Dec 2025 |
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| Blue Bell Private Wealth Management | 39k | $87k | -59% | Dec 2025 |
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| CI Private Wealth | 28k | $61k | 20% | Dec 2025 |
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| Cetera Investment Advisers | 25k | $55k | 100% | Dec 2025 |
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| International Assets Investment Management | 20k | $44k | 31% | Dec 2025 |
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| Citadel Advisors | 15k | $35k | 100% | Sep 2025 |
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| Kestra Advisory Services | 11k | $23k | 0% | Dec 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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| CoreCap Advisors | 222.00 | $492.995400 | 0% | Dec 2025 |
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| Wells Fargo & Company | 1.00 | $2.000000 | 0% | Dec 2025 |
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Who sold out of Herzfeld Caribbean Basin?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CSS | Sep 2025 | 34k | $80k |
| Jane Street | Sep 2025 | 22k | $51k |
| Virtu Financial | Sep 2025 | 19k | $46k |
| Susquehanna International | Sep 2025 | 19k | $45k |
| Brooklyn Capital Management | Sep 2025 | 18k | $42k |
| UBS Group | Sep 2025 | 2.3k | $5.5k |
| Rockefeller Capital Management | Sep 2025 | 530.00 | $1.3k |