HERZFELD CARIBBEAN BASIN FD (HERZ) — institutional ownership

13 funds reported holding HERZFELD CARIBBEAN BASIN FD in their latest 13F filings, worth $20.8M in total (CUSIP 42804T205).

Largest holders

1. Thomas J. Herzfeld Advisors, Inc. — $14.1M
2. ENVESTNET ASSET MANAGEMENT INC — $4.63M
3. CHOREO, LLC — $808K
4. CSS LLC/IL — $653K
5. Private Advisor Group, LLC — $353K
6. OSAIC HOLDINGS, INC. — $82.3K
7. INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — $65.7K
8. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — $51.5K
9. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $45.0K
10. Rockefeller Capital Management L.P. — $19.1K

Insider buying and selling at HERZFELD CARIBBEAN BASIN FD

Who owns the most HERZ stock?

The largest institutional holders in the latest 13F filings are Thomas J. Herzfeld Advisors, Inc. ($14.1M), ENVESTNET ASSET MANAGEMENT INC ($4.63M), CHOREO, LLC ($808K).

How many funds own HERZ?

13 funds reported holding it, worth $20.8M in total.