HERZ Herzfeld Credit Income Fund, Inc: institutional ownership and insider trading
13 funds reported holding $20.8M of Herzfeld Credit Income Fund, Inc in their latest 13F filings; in Q2 2026 funds net bought $676K, with 1 new positions and 0 funds selling out; over the last 12 months insiders bought $192K and sold $0 on the open market.
Largest institutional holders of HERZ
- Thomas J. Herzfeld Advisors, Inc. — $14.1M
- ENVESTNET ASSET MANAGEMENT INC — $4.63M
- CHOREO, LLC — $808K
- CSS LLC/IL — $653K
- Private Advisor Group, LLC — $353K
- OSAIC HOLDINGS, INC. — $82.3K
- INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — $65.7K
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — $51.5K
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $45.0K
- Rockefeller Capital Management L.P. — $19.1K
Recent HERZ insider trades
- Apr 15, 2026: Herzfeld Thomas J bought 3,610 shares ($57.8K)
- Apr 15, 2026: Paylor Ryan M bought 486 shares ($7.73K)
- Mar 27, 2026: Herzfeld Thomas J bought 2,974 shares ($46.1K)
- Mar 3, 2026: Herzfeld Thomas J bought 5,036 shares ($77.8K)
5%+ owners
- Thomas J. Herzfeld, et al.: 39.4% (Schedule 13D/A, filed Oct 22, 2026)
- Erik M. Herzfeld, et al.: 33.1% (Schedule 13D/A, filed Oct 22, 2026)
- CSS LLC/IL: 5.5% (Schedule 13G, filed Oct 20, 2026)