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icono de HERZ

Herzfeld Credit Income Fund
HERZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Thomas J. Herzfeld Advisors
1
Thomas J. Herzfeld Advisors
Florida
USD 7.38 M +USD 782 k +14,264 +12%
City of London Investment Management
2
City of London Investment Management
United Kingdom
USD 1.13 M +USD 541 k +9,867 +95%
Shaker Financial Services
3
Shaker Financial Services
Virginia
USD 712 k +USD 493 k +8,985 +239%
Bulldog Investors
4
Bulldog Investors
New Jersey
USD 331 k -USD 186 k -3,398 -27%
Doliver Advisors
5
Doliver Advisors
Texas
USD 257 k +USD 3.51 k +64 +1%
Blue Bell Private Wealth Management
6
Blue Bell Private Wealth Management
Pennsylvania
USD 229 k +USD 190 k +3,466 +546%
Bennicas & Associates
7
Bennicas & Associates
California
USD 130 k – – –
Compagnie Lombard Odier SCmA
8
Compagnie Lombard Odier SCmA
Switzerland
USD 120 k – – –
Raymond James & Associates
9
Raymond James & Associates
Florida
USD 108 k -USD 79.9 k -1,457 -43%
Bank of America
10
Bank of America
North Carolina
USD 68 k – – –
Morgan Stanley
11
Morgan Stanley
New York
USD 51 k -USD 3.84 k -70 -7%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
USD 51 k – – –
IFP Advisors
13
IFP Advisors
Florida
USD 41 k -USD 2.03 k -37 -5%
UBS Group
14
UBS Group
Switzerland
USD 22 k +USD 7.02 k +128 +49%
Sandy Spring Bank
15
Sandy Spring Bank
Maryland
USD 19 k – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 9 k +USD 658 +12 +8%
Ladenburg Thalmann Financial Services
17
Ladenburg Thalmann Financial Services
Florida
USD 8 k -USD 14.1 k -257 -62%
Reilly Financial Advisors
18
Reilly Financial Advisors
California
USD 7 k – – –
Wells Fargo
19
Wells Fargo
California
USD 2 k +USD 55 +1 +3%
LPL Financial
20
LPL Financial
California
– -USD 243 k -4,508 Cerradas
AGM
21
Alpine Global Management
New York
– -USD 150 k -2,731 Cerradas
Gramercy Funds Management
22
Gramercy Funds Management
Connecticut
– -USD 17 k -308 Cerradas
D.A. Davidson & Co
23
D.A. Davidson & Co
Montana
– -USD 10 k -198 Cerradas
Creative Planning
24
Creative Planning
Kansas
– -USD 4 k -64 Cerradas
AIM
25
Acrospire Investment Management
Illinois
– -USD 2 k -39 Cerradas