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 |
|---|---|---|---|---|---|
| CSS | 1.0M | $6.2M | 2% | Jun 2026 |
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| Bank of America Corporation | 867k | $5.2M | 100% | Jun 2026 |
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| Deschutes Portfolio Strategy | 609k | $3.6M | 50% | Jun 2026 |
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| ICON Advisers | 446k | $2.7M | -11% | Jun 2026 |
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| Saba Capital Management | 404k | $2.4M | 0% | Jun 2026 |
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| Shaker Financial Services | 393k | $2.3M | 22% | Jun 2026 |
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| Logan Stone Capital | 198k | $1.2M | 613% | Jun 2026 |
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| Blue Bell Private Wealth Management | 169k | $1.0M | 91% | Jun 2026 |
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| Evolve Private Wealth | 139k | $827k | -5% | Jun 2026 |
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| Yakira Capital Management | 126k | $746k | 0% | Jun 2026 |
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| Almitas Capital | 116k | $687k | 149% | Jun 2026 |
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| Landscape Capital Management | 98k | $581k | 172% | Jun 2026 |
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| Gardner Russo & Gardner | 98k | $580k | 0% | Jun 2026 |
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| Uncommon Cents Investing | 85k | $505k | 1% | Jun 2026 |
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| Alpine Partners VI | 59k | $350k | -28% | Jun 2026 |
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| Commonwealth Equity Services | 56k | $333k | -10% | Jun 2026 |
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| Morgan Stanley | 52k | $306k | 22% | Mar 2026 |
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| Noble Wealth Management PBC | 43k | $255k | -38% | Jun 2026 |
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| Brooklyn Capital Management | 40k | $240k | 1% | Jun 2026 |
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| Susquehanna International | 37k | $220k | 100% | Jun 2026 |
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| Cutler Capital Management | 36k | $213k | 100% | Jun 2026 |
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| Hrt Financial | 35k | $209k | 100% | Jun 2026 |
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| Advisor Group Holdings | 35k | $208k | 50% | Jun 2026 |
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| GAMCO Asset Management | 32k | $191k | 0% | Jun 2026 |
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| XTX Topco | 25k | $148k | 24% | Jun 2026 |
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| LPL Financial | 25k | $146k | 100% | Jun 2026 |
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| Wells Fargo & Company | 18k | $105k | 1% | Jun 2026 |
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| Capital Investment Counsel | 15k | $89k | 0% | Jun 2026 |
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| Belpointe Asset Management | 15k | $86k | 0% | Jun 2026 |
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| Fortis Capital Advisors | 15k | $86k | 0% | Jun 2026 |
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| B&l Asset Management | 15k | $86k | 0% | Jun 2026 |
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| UBS Group | 12k | $69k | -75% | Jun 2026 |
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| Private Management Group | 11k | $333k | 0% | Jun 2026 |
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| Rivernorth Capital Management | 10k | $61k | -97% | Jun 2026 |
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| TrueMark Investments | 10k | $61k | -5% | Jun 2026 |
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| Integris Wealth Management | 10k | $60k | 0% | Jun 2026 |
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| Winmill & Co | 2.3k | $13k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 1.7k | $10k | 100% | Jun 2026 |
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| Mercer Global Advisors | 1.6k | $9.6k | 100% | Jun 2026 |
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| North Star Investment Management | 951.00 | $5.6k | 0% | Jun 2026 |
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| Allied Private Wealth | 619.00 | $3.7k | 100% | Jun 2026 |
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| Pnc Financial Services | 16.00 | $95.000000 | 0% | Jun 2026 |
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Who sold out of Swiss Helvetia Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Allspring Global Investments Holdings | Mar 2026 | 651k | $3.9M |
| North Ground Capital | Mar 2026 | 48k | $282k |
| Watch Point Trust | Mar 2026 | 42k | $249k |
| Kestra Advisory Services | Mar 2026 | 19k | $112k |
| Raymond James Financial | Mar 2026 | 17k | $98k |
| SageView Advisory Group | Dec 2025 | 4.7k | $29k |
| Ancora Advisors | Mar 2026 | 1.1k | $6.3k |
| Royal Bank of Canada | Mar 2026 | 249.00 | $1.0k |