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Herzfeld Credit Income Fund (HERZ) Institutional Ownership

Herzfeld Credit Income Fund logo
$17.45 -0.45 (-2.51%)
Closing price 03:50 PM Eastern
Extended Trading
$17.55 +0.10 (+0.57%)
As of 07:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Herzfeld Credit Income Fund (NASDAQ:HERZ)

Current
Institutional Ownership
Percentage
15.74%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$252.90M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$868.34K
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HERZ Institutional Buying and Selling by Quarter

Herzfeld Credit Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/9/2026Corient Private Wealth LLC27,619$61K0.0%N/A1.720%
2/19/2026Corient Private Wealth LLC27,619$61K0.0%N/A1.715%
2/18/2026Hunting Hill Global Capital LLC40,401$90K0.1%N/A2.509%
2/17/2026Cetera Investment Advisers24,598$55K0.0%N/A1.528%
2/13/2026Thomas J. Herzfeld Advisors Inc.5,841,928$12.97M4.4%N/A362.853%
2/9/2026Blue Bell Private Wealth Management LLC39,132$87K0.0%N/A0.231%
2/3/2026 International Assets Investment Management LLC20,021$44K0.0%N/A0.118%
1/23/2026Choreo LLC417,489$927K0.0%N/A2.469%
5/19/2025Jane Street Group LLC11,043$29K0.0%N/A0.154%
5/14/2025Thomas J. Herzfeld Advisors Inc.6,043,689$16.14M5.5%+142.0%84.515%
5/8/2025XTX Topco Ltd15,982$42K0.0%N/A0.223%
5/6/2025Avantax Advisory Services Inc.25,109$67K0.0%-56.4%0.351%
5/6/2025Choreo LLC579,176$1.54M0.0%+1,596.6%8.099%
4/29/2025Envestnet Asset Management Inc.1,350,097$3.61M0.0%N/A18.880%
4/22/2025Cambridge Investment Research Advisors Inc.67,001$179K0.0%+11.0%0.937%
2/18/2025CSS LLC IL652,965$1.53M0.1%-6.0%9.132%
2/17/2025Logan Stone Capital LLC124,191$290K0.1%-27.3%1.737%
2/17/2025Bulldog Investors LLP277,149$649K0.2%+1,199.9%3.876%
2/14/2025Quarry LP117,345$274K0.0%-7.1%1.641%
2/13/2025Twin Focus Capital Partners LLC59,527$139K0.0%-7.1%0.833%
2/13/2025Yakira Capital Management Inc.41,949$98K0.0%-60.1%0.587%
2/12/2025Landscape Capital Management L.L.C.20,290$47K0.0%-69.2%0.284%
2/12/2025Arete Wealth Advisors LLC23,094$54K0.0%N/A0.323%
2/12/2025Thomas J. Herzfeld Advisors Inc.2,497,386$5.83M1.9%-1.4%34.928%
2/10/2025Avantax Advisory Services Inc.57,631$135K0.0%N/A0.806%
2/7/2025Blue Bell Private Wealth Management LLC234,909$549K0.1%-18.7%3.285%
1/24/2025Matisse Capital987,174$2.31M1.2%-4.0%13.805%
1/24/2025Absolute Investment Advisers LLC546,984$1.28M0.2%N/A7.650%
1/8/2025International Assets Investment Management LLC13,996$33K0.0%-56.9%0.196%
11/15/2024Quarry LP126,287$285K0.1%+21.0%1.766%
11/9/2024Landscape Capital Management L.L.C.65,959$149K0.0%-24.8%0.922%
10/22/2024International Assets Investment Management LLC32,474$730K0.0%+166.9%0.454%
8/15/2024Logan Stone Capital LLC161,429$379K0.1%+5.6%2.257%
8/7/2024Cowen AND Company LLC97,976$230K0.0%+5.0%1.370%
8/7/2024Choreo LLC35,227$83K0.0%N/A0.493%
8/5/2024Blue Bell Private Wealth Management LLC239,046$562K0.1%+72.6%3.343%
7/30/2024Matisse Capital986,548$2.32M1.1%+18.5%13.798%
7/30/2024International Assets Investment Management LLC12,166$29K0.0%N/A0.170%
7/27/2024Emfo LLC21,735$51K0.0%N/A0.304%
5/1/2024Matisse Capital832,794$2.15M1.0%-7.4%11.647%
4/24/2024Blue Bell Private Wealth Management LLC138,465$359K0.1%-84.4%1.937%
3/5/2024Twin Focus Capital Partners LLC65,697$183K0.0%+395.6%0.919%
2/20/2024Cable Car Capital LLC226,460$630K0.7%N/A3.167%
2/8/2024Matisse Capital899,494$2.50M1.3%+374.0%12.580%
2/6/2024Levin Capital Strategies L.P.50,000$139K0.0%N/A0.699%
1/25/2024Blue Bell Private Wealth Management LLC885,428$2.46M0.6%+763.0%12.384%
1/24/2024International Assets Investment Management LLC18,770$52K0.0%N/A0.263%
11/14/2023Alpine Global Management LLC75,000$251K0.1%N/A1.049%
11/14/2023Thomas J. Herzfeld Advisors Inc.484,488$1.62M0.6%+2.6%6.776%
11/13/2023Wolverine Asset Management LLC106,884$357K0.0%+269.8%1.495%
11/8/2023Landscape Capital Management L.L.C.17,733$59K0.0%N/A0.248%
11/6/2023Lincoln National Corp44,115$147K0.0%+15.2%0.617%
10/30/2023Blue Bell Private Wealth Management LLC102,595$343K0.1%+701.7%1.435%
10/13/2023Matisse Capital189,747$634K0.4%+2.9%2.653%
8/16/2023Thomas J. Herzfeld Advisors Inc.472,057$1.87M0.7%-2.6%7.207%
8/14/2023CSS LLC IL156,022$616K0.0%+7.2%2.382%
8/8/2023Blue Bell Private Wealth Management LLC12,797$51K0.0%-37.2%0.195%
8/7/2023Wolverine Asset Management LLC28,903$114K0.0%+13,469.5%0.441%
8/2/2023Matisse Capital184,403$728K0.5%+2.4%2.815%
5/15/2023Thomas J. Herzfeld Advisors Inc.484,796$1.81M0.7%-3.8%7.398%
4/27/2023Matisse Capital180,000$672K0.4%+223.4%2.748%
2/15/2023Freedom Wealth Alliance LLC8,424$31K0.0%N/A0.129%
2/14/2023Susquehanna International Group LLP10,706$40K0.0%-30.6%0.163%
2/8/2023Lincoln National Corp36,806$135K0.0%-12.2%0.562%
2/3/2023Blue Bell Private Wealth Management LLC21,241$78K0.0%+25.9%0.324%
2/1/2023Wolverine Asset Management LLC65,957$243K0.0%+64.7%1.007%
1/24/2023Matisse Capital55,656$205K0.2%N/A0.849%
1/20/2023Matisse Capital55,656$205K0.2%N/A0.849%
11/14/2022Thomas J. Herzfeld Advisors Inc.626,151$2.27M1.0%+8.6%9.555%
11/10/2022Wolverine Asset Management LLC40,045$145K0.0%N/A0.611%
11/4/2022Lincoln National Corp41,943$152K0.0%+24.3%0.640%
10/17/2022Cambridge Investment Research Advisors Inc.21,201$77K0.0%+26.5%0.324%
8/16/2022CSS LLC IL114,951$461K0.0%+23.0%1.875%
8/10/2022Thomas J. Herzfeld Advisors Inc.576,462$2.31M1.0%+14.1%9.398%
8/2/2022Blue Bell Private Wealth Management LLC16,718$67K0.0%-11.8%0.273%
8/2/2022Lincoln National Corp33,739$135K0.0%+17.8%0.550%
5/9/2022Lincoln National Corp28,641$152K0.0%-8.8%0.467%
2/24/2022Logan Stone Capital LLC11,927$66K0.1%N/A0.194%
2/14/2022CSS LLC IL91,725$508K0.0%+24.4%1.495%
2/14/2022Clough Capital Partners L P20,213$112K0.0%-63.1%0.330%


HERZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HERZ shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Herzfeld Credit Income Fund. The most heavily invested institutionals were Thomas J. Herzfeld Advisors Inc. ($12.97M), Envestnet Asset Management Inc. ($3.61M), Matisse Capital ($2.31M), CSS LLC IL ($1.53M), Absolute Investment Advisers LLC ($1.28M), Choreo LLC ($927K), and Bulldog Investors LLP ($649K).Learn more on Herzfeld Credit Income Fund's institutional investors.

What percentage of Herzfeld Credit Income Fund's stock is owned by institutional investors?

15.74% of Herzfeld Credit Income Fund's stock is owned by institutional investors. Learn more on HERZ's institutional investor holdings.

Which institutional investors have been buying Herzfeld Credit Income Fund's stock?

Of the 20 institutional investors that purchased Herzfeld Credit Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thomas J. Herzfeld Advisors Inc. ($9.39M), Envestnet Asset Management Inc. ($1.35M), Choreo LLC ($997.76K), Absolute Investment Advisers LLC ($546.98K), Bulldog Investors LLP ($255.83K), Matisse Capital ($153.75K), and Blue Bell Private Wealth Management LLC ($139.71K).

How much institutional buying is happening at Herzfeld Credit Income Fund?

Institutional investors have bought a total of 10,557,174 shares in the last 24 months. This purchase volume represents approximately $252.90M in transactions.

Which of Herzfeld Credit Income Fund's major shareholders have been selling company stock?

The following institutional investors have sold Herzfeld Credit Income Fund stock in the last 24 months: Avantax Advisory Services Inc. ($32.52K).

How much institutional selling is happening at Herzfeld Credit Income Fund?

Institutional investors have sold a total of 32,522 shares in the last 24 months. This volume of shares sold represents approximately $868.34K in transactions.


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This page (NASDAQ:HERZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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