Who owns Swiss Helvetia Fund?
- Ticker: SWZ
- CUSIP Number: 870875101
Tip: Access positions for across all investors
Analyze quarterly positions in Swiss Helvetia Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Swiss Helvetia Fund stock
Who bought or sold Swiss Helvetia Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings | 2.1M | $13M | 10% | Sep 2025 |
|
| Deschutes Portfolio Strategy | 607k | $3.7M | 100% | Sep 2025 |
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| CSS | 545k | $3.3M | 4% | Sep 2025 |
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| Gardner Russo & Gardner | 434k | $2.6M | 0% | Sep 2025 |
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| Rivernorth Capital Management | 379k | $2.3M | -43% | Sep 2025 |
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| Saba Capital Management | 303k | $1.8M | 23% | Sep 2025 |
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| Shaker Financial Services | 299k | $1.8M | 113% | Sep 2025 |
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| Karpus Investment Management | 207k | $1.3M | -13% | Sep 2025 |
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| Blue Bell Private Wealth Management | 193k | $1.2M | 84% | Sep 2025 |
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| Yakira Capital Management | 192k | $1.2M | 38% | Sep 2025 |
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| Uncommon Cents Investing | 124k | $754k | 0% | Sep 2025 |
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| Commonwealth Equity Services | 123k | $747k | -20% | Sep 2025 |
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| Uhlmann Price Securities | 112k | $679k | 7% | Sep 2025 |
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| Brooklyn Capital Management | 107k | $650k | 0% | Sep 2025 |
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| Boothbay Fund Management | 88k | $532k | 100% | Sep 2025 |
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| Alpine Partners VI | 88k | $532k | 100% | Sep 2025 |
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| Quarry | 75k | $457k | 100% | Sep 2025 |
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| Morgan Stanley | 56k | $358k | 100% | Jun 2025 |
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| Delta Capital Management | 33k | $203k | 0% | Sep 2025 |
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| Susquehanna International | 19k | $117k | 90% | Sep 2025 |
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| Kestra Advisory Services | 19k | $114k | 0% | Sep 2025 |
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| GAMCO Asset Management | 16k | $98k | 0% | Sep 2025 |
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| B&l Asset Management | 15k | $88k | 0% | Sep 2025 |
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| UBS Group | 14k | $86k | -14% | Sep 2025 |
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| Raymond James Financial | 14k | $84k | 58% | Sep 2025 |
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| Integris Wealth Management | 12k | $73k | 0% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 11k | $67k | 100% | Sep 2025 |
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| Private Management Group | 11k | $301k | 0% | Sep 2025 |
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| Wells Fargo & Company | 9.8k | $60k | 5% | Sep 2025 |
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| Advisor Group Holdings | 4.9k | $30k | 19% | Sep 2025 |
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| Pnc Financial Services | 3.7k | $23k | 0% | Sep 2025 |
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| Winmill & Co | 3.3k | $20k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 2.6k | $16k | 0% | Sep 2025 |
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| Federation des caisses Desjardins du Quebec | 1.8k | $11k | 0% | Sep 2025 |
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| Ancora Advisors | 1.1k | $6.5k | 0% | Sep 2025 |
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| North Star Investment Management | 951.00 | $5.8k | 0% | Sep 2025 |
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| CWM | 835.00 | $5.0k | 0% | Sep 2025 |
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| Sit Investment Associates | 300.00 | $2.0k | 100% | Sep 2025 |
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| Royal Bank of Canada | 249.00 | $2.0k | 0% | Sep 2025 |
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Who sold out of Swiss Helvetia Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lazard Asset Management | Jun 2025 | 666k | $4.2M |
| Beverly Hills Private Wealth | Jun 2025 | 19k | $122k |
| Balyasny Asset Management | Jun 2025 | 19k | $121k |
| Capital Investment Counsel | Jun 2025 | 15k | $95k |