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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 8.34 M +USD 145 k +2,715 +2%
City of London Investment Management
2
City of London Investment Management
United Kingdom
USD 3.23 M – – –
Shaker Financial Services
3
Shaker Financial Services
Virginia
USD 683 k +USD 100 k +1,869 +16%
Blue Bell Private Wealth Management
4
Blue Bell Private Wealth Management
Pennsylvania
USD 518 k -USD 170 k -3,180 -24%
Bulldog Investors
5
Bulldog Investors
New Jersey
USD 455 k -USD 6.47 k -121 -1%
Doliver Advisors
6
Doliver Advisors
Texas
USD 388 k -USD 1.71 k -32 -0.4%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
USD 273 k +USD 92.4 k +1,729 +48%
CA
8
Cornerstone Advisors
North Carolina
USD 185 k +USD 193 k +3,612 Nuevas
Guggenheim Capital
9
Guggenheim Capital
Illinois
USD 154 k +USD 42.2 k +790 +36%
Curi RMB Capital
10
Curi RMB Capital
Illinois
USD 130 k +USD 802 +15 +0.6%
Bennicas & Associates
11
Bennicas & Associates
California
USD 80 k – – –
Raymond James & Associates
12
Raymond James & Associates
Florida
USD 74 k – – –
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
USD 40 k – – –
Certified Advisory Corp
14
Certified Advisory Corp
Florida
USD 40 k – – –
IFP Advisors
15
IFP Advisors
Florida
USD 27 k – – –
Morgan Stanley
16
Morgan Stanley
New York
USD 25 k -USD 3.64 k -68 -12%
Sandy Spring Bank
17
Sandy Spring Bank
Maryland
USD 18 k – – –
UBS Group
18
UBS Group
Switzerland
USD 13 k -USD 38.7 k -724 -73%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 12 k -USD 4.22 k -79 -24%
Flagship Harbor Advisors
20
Flagship Harbor Advisors
Massachusetts
USD 10 k +USD 11.4 k +213 Nuevas
Bank of America
21
Bank of America
North Carolina
USD 9 k – – –
Ladenburg Thalmann Financial Services
22
Ladenburg Thalmann Financial Services
Florida
USD 8 k – – –
Wells Fargo
23
Wells Fargo
California
USD 7 k +USD 53 +1 +0.8%
RBC Europe
24
RBC Europe
United Kingdom
USD 6.6 k – – –
FNY Investment Advisers
25
FNY Investment Advisers
New York
USD 2 k +USD 2.14 k +40 Nuevas
1
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