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Herzfeld Caribbean Basin shares owned by Citadel Advisors

Quarter-by-quarter ownership of Herzfeld Caribbean Basin (HERZ) shares owned by Citadel Advisors from 13F filings

Historical chart of Citadel Advisors investment in Herzfeld Caribbean Basin

Tip: Access up to 7 years of quarterly data

All positions including Herzfeld Caribbean Basin held by Citadel Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Herzfeld Caribbean Basin by Citadel Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 15k 2.38
2024-09-30 $97k 43k 2.26
2021-03-31 $95k 16k 5.85

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Top funds holding Herzfeld Caribbean Basin

Thomas J. Herzfeld Advisors
Envestnet Asset Management
Rsm Us Wealth Management
Blue Bell Private Wealth Management
Hunting Hill Global Capital
Advisor Group Holdings
CSS
H D Vest Advisory Services
CI Private Wealth
Jane Street
Morgan Stanley
Virtu Financial
Susquehanna International
Brooklyn Capital Management
International Assets Investment Management

View all funds holding Herzfeld Caribbean Basin