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icono de SWZ

Swiss Helvetia Fund
SWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CL
1
CSS LLC
Illinois
USD 6.18 M +USD 118 k +19,643 +2%
Bank of America
2
Bank of America
North Carolina
USD 5.15 M +USD 5.2 M +867,363 Nuevas
MC
3
Matisse Capital
Oregon
USD 3.62 M +USD 1.21 M +201,731 +50%
IA
4
Icon Advisers
Colorado
USD 2.65 M -USD 324 k -54,074 -11%
Saba Capital Management
5
Saba Capital Management
New York
USD 2.4 M – – –
SFS
6
Shaker Financial Services
Virginia
USD 2.34 M +USD 424 k +70,775 +22%
LSC
7
Logan Stone Capital
Illinois
USD 1.18 M +USD 1.02 M +170,346 +613%
Blue Bell Private Wealth Management
8
Blue Bell Private Wealth Management
Pennsylvania
USD 1 M +USD 481 k +80,336 +91%
Evolve Private Wealth
9
Evolve Private Wealth
California
USD 827 k -USD 42.5 k -7,098 -5%
YCM
10
Yakira Capital Management
Connecticut
USD 746 k – – –
AC
11
Almitas Capital
California
USD 687 k +USD 414 k +69,127 +149%
Landscape Capital Management
12
Landscape Capital Management
New Jersey
USD 581 k +USD 371 k +61,938 +172%
GRQ
13
Gardner Russo & Quinn
Pennsylvania
USD 580 k – – –
UCI
14
Uncommon Cents Investing
Wisconsin
USD 505 k +USD 3.98 k +664 +0.8%
AGM
15
Alpine Global Management
New York
USD 350 k -USD 134 k -22,415 -28%
Private Management Group
16
Private Management Group
California
USD 333 k – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 333 k -USD 36.4 k -6,074 -10%
Morgan Stanley
18
Morgan Stanley
New York
USD 276 k -USD 30.1 k -5,024 -10%
NWMP
19
Noble Wealth Management PBC
Colorado
USD 255 k -USD 159 k -26,497 -38%
BI
20
Bulldog Investors
New Jersey
USD 240 k +USD 3.28 k +547 +1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
USD 220 k +USD 222 k +37,029 Nuevas
CCM
22
Cutler Capital Management
Massachusetts
USD 213 k +USD 215 k +35,921 Nuevas
HRT Financial
23
HRT Financial
New York
USD 209 k +USD 211 k +35,262 Nuevas
Osaic Holdings
24
Osaic Holdings
Arizona
USD 208 k +USD 69.9 k +11,668 +50%
GAMCO Investors
25
GAMCO Investors
Connecticut
USD 191 k – – –
1
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