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 | 807k | $13M | 100% | Mar 2026 |
|
| Envestnet Asset Management | 251k | $3.9M | 100% | Mar 2026 |
|
| CSS | 48k | $741k | 100% | Mar 2026 |
|
| Rsm Us Wealth Management | 46k | $709k | 100% | Mar 2026 |
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| Blue Bell Private Wealth Management | 4.3k | $67k | 100% | Mar 2026 |
|
| International Assets Investment Management | 4.0k | $64k | 100% | Mar 2026 |
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| Morgan Stanley | 2.6k | $41k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 1.1k | $17k | 100% | Mar 2026 |
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| Royal Bank of Canada | 510.00 | $8.0k | 100% | Mar 2026 |
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| CoreCap Advisors | 27.00 | $418.999500 | 100% | Mar 2026 |
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