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
Download as csv
Download as Excel
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 | $19M | -1% | Sep 2024 |
|
| Lazard Asset Management | 745k | $6.7M | 6% | Sep 2024 |
|
| 1607 Capital Partners | 407k | $3.6M | 12% | Sep 2024 |
|
| Shaker Financial Services | 328k | $2.9M | 1% | Sep 2024 |
|
| CSS | 290k | $2.6M | -4% | Sep 2024 |
|
| Gardner Russo & Gardner | 279k | $2.3M | 2% | Jun 2024 |
|
| Brooklyn Capital Management | 238k | $2.1M | 0% | Sep 2024 |
|
| Karpus Investment Management | 213k | $1.9M | -6% | Sep 2024 |
|
| Commonwealth Equity Services | 124k | $1.1M | 0% | Sep 2024 |
|
| Envestnet Asset Management | 96k | $863k | 19% | Sep 2024 |
|
| Morgan Stanley | 96k | $1.3M | -3% | Jun 2024 |
|
| Uncommon Cents Investing | 92k | $823k | 0% | Sep 2024 |
|
| Blue Bell Private Wealth Management | 91k | $817k | 0% | Sep 2024 |
|
| Sanctuary Advisors | 91k | $710k | 2% | Sep 2024 |
|
| CNH Partners | 39k | $352k | -22% | Sep 2024 |
|
| Delta Capital Management | 33k | $299k | 0% | Sep 2024 |
|
| Atlas Wealth | 24k | $196M | 100% | Jun 2024 |
|
| Dynamic Advisors Solutions | 21k | $183k | -7% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 18k | $161k | 0% | Sep 2024 |
|
| LPL Financial | 18k | $158k | 31% | Sep 2024 |
|
| GAMCO Asset Management | 16k | $130k | 0% | Jun 2024 |
|
| Capital Investment Counsel | 15k | $134k | 0% | Sep 2024 |
|
| Kestra Advisory Services | 13k | $115k | 0% | Sep 2024 |
|
| SageView Advisory Group | 12k | $106k | -33% | Sep 2024 |
|
| Wells Fargo & Company | 10k | $92k | 0% | Sep 2024 |
|
| Advisor Group Holdings | 4.8k | $43k | 89% | Sep 2024 |
|
| Winmill & Co | 3.3k | $29k | 0% | Sep 2024 |
|
| Bank of America Corporation | 2.9k | $26k | 0% | Sep 2024 |
|
| Jpmorgan Chase & Co | 2.6k | $23k | 0% | Sep 2024 |
|
| Pnc Financial Services | 2.6k | $23k | 0% | Sep 2024 |
|
| Federation des caisses Desjardins du Quebec | 1.8k | $16k | 0% | Sep 2024 |
|
| Ancora Advisors | 1.1k | $9.6k | 0% | Sep 2024 |
|
| North Star Investment Management | 951.00 | $8.5k | 0% | Sep 2024 |
|
| CWM | 835.00 | $7.0k | 0% | Sep 2024 |
|
| Royal Bank of Canada | 708.00 | $6.0k | 0% | Sep 2024 |
|
| Us Bancorp | 180.00 | $1.6k | 100% | Sep 2024 |
|
Who sold out of Swiss Helvetia Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| City of London Investment Management Company | Jun 2024 | 46k | $369k |
| Wolverine Asset Management | Jun 2024 | 36k | $292k |
| Landscape Capital Management | Jun 2024 | 23k | $188k |
| Logan Stone Capital | Jun 2024 | 20k | $163k |