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HERZ
Herzfeld Credit Income Fund
HERZ
HERZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TJHA
1
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2.37M | – | – | – |
|
|
DA
2
Doliver Advisors
Houston,
Texas
| $141K | +$33.1K | +485 | +31% |
|
|
U
3
UBS
Zurich,
Switzerland
| $84K | +$26.8K | +392 | +47% |
|
4
First Manhattan
New York
| $70K | – | – | – |
|
5
Bank of America
Charlotte,
North Carolina
| $54K | – | – | – |
|
|
SSB
6
Sandy Spring Bank
Olney,
Maryland
| $18K | – | – | – |
|
|
KTC
7
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $6K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | +$478 | +7 | +140% |
|
10
Wells Fargo
San Francisco,
California
| $1K | +$820 | +12 | +1,200% |
|
|
BBPWM
11
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$87K | -1,320 | Closed |
|
12
Citigroup
New York
| – | -$30K | -451 | Closed |
|