Who owns HERZFELD CARIBBEAN BASIN FD COM?
- Ticker: HERZ
- CUSIP Number: 42804t205
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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 FD COM this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors | 818k | $14M | 1% | Jun 2026 |
|
| Envestnet Asset Management | 269k | $4.6M | 7% | Jun 2026 |
|
| Rsm Us Wealth Management | 47k | $808k | 3% | Jun 2026 |
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| CSS | 38k | $653k | -21% | Jun 2026 |
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| Private Advisor | 21k | $354k | 100% | Jun 2026 |
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| Advisor Group Holdings | 4.8k | $82k | 9% | Jun 2026 |
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| International Assets Investment Management | 3.8k | $66k | -5% | Jun 2026 |
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| Blue Bell Private Wealth Management | 3.0k | $52k | -30% | Jun 2026 |
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| Morgan Stanley | 2.6k | $41k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 1.1k | $19k | 3% | Jun 2026 |
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| Royal Bank of Canada | 534.00 | $9.0k | 5% | Jun 2026 |
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| Jpmorgan Chase & Co | 61.00 | $1.0k | 100% | Jun 2026 |
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| Mercer Global Advisors | 27.00 | $464.000400 | 100% | Jun 2026 |
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| CoreCap Advisors | 27.00 | $464.000400 | 0% | Jun 2026 |
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