Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
19,482,191
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
9,037,482
-
Shares change
-
+507,152
-
Total reported value, excl. options
-
$22,855,064
-
Value change
-
+$1,277,722
-
Number of buys
-
15
-
Number of sells
-
6
-
Price
-
$2.53
Institutional Holders of Herzfeld Credit Income Fund, Inc - Common Stock (HERZ) as of Q2 2025
As of 30 Jun 2025 Herzfeld Credit Income Fund, Inc - Common Stock (HERZ) had 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 9,037,482 shares of stock of the company.
Largest 10 holders included Thomas J. Herzfeld Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, CHOREO, LLC, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, OSAIC HOLDINGS, INC., Cambridge Investment Research Advisors, Inc., CSS LLC/IL, Hunting Hill Global Capital, LLC, AVANTAX ADVISORY SERVICES, INC., and SUSQUEHANNA INTERNATIONAL GROUP, LLP.
This table shows 19 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.