HERZ

Herzfeld Credit Income Fund, Inc. Common Stock
HERZ

Overview Fund Activity

18 hedge funds and large institutions have $3.75M invested in Herzfeld Credit Income Fund, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
12
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
Matisse Capital
Oregon
$672K
2
CCP
Clough Capital Partners
Massachusetts
$225K
3
CL
CSS LLC
Illinois
$544K
4
BRWA
B. Riley Wealth Advisors
Florida
$43.7K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$83K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$795
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.81M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
FWA
Freedom Wealth Alliance
Wisconsin
$0
5
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.81M -$71.9K -23,612 -4%
MC
2
Matisse Capital
Oregon
$672K +$464K +152,592 +223%
CL
3
CSS LLC
Illinois
$544K +$53.3K +17,511 +11%
CCP
4
Clough Capital Partners
Massachusetts
$225K +$78.1K +25,648 +53%
LNC
5
Lincoln National Corp
Pennsylvania
$141K +$3.7K +1,217 +3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$83K +$11.2K +3,684 +16%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$76.1K -$3.21K -1,053 -4%
TFCP
8
Twin Focus Capital Partners
Massachusetts
$48.1K +$1.44K +472 +3%
BRWA
9
B. Riley Wealth Advisors
Florida
$43.7K +$43.7K +14,369 New
Wells Fargo
10
Wells Fargo
California
$34.2K -$396 -130 -1%
Morgan Stanley
11
Morgan Stanley
New York
$21.8K +$3.24K +1,064 +17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$21K +$354 +116 +2%
CA
13
Clearstead Advisors
Ohio
$17.2K +$770 +253 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.82K +$180 +59 +5%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$3K +$89 +27 +3%
WAM
16
Wolverine Asset Management
Illinois
$795 -$246K -80,680 -100%
ME
17
McIlrath & Eck
Washington
$86 +$3 +1 +4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$39.6K -13,138 Closed
FWA
19
Freedom Wealth Alliance
Wisconsin
– -$31K -10,338 Closed
UBS Group
20
UBS Group
Switzerland
– -$15.3K -5,119 Closed
MWM
21
MinichMacGregor Wealth Management
New York
– -$754 -252 Closed