Herzfeld Credit Income Fund, Inc. Common Stock (HERZ) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for HERZ. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 13 institutions reported holding HERZ, with 1.2 million shares worth $20.8 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Thomas J. Herzfeld Advisors | 817,534 | $14M | INCREASED |
| Envestnet Asset Management | 268,909 | $5M | INCREASED |
| Choreo | 46,992 | $808K | INCREASED |
| Css LLC/IL | 37,977 | $653K | DECREASED |
| Private Advisor Group | 20,550 | $353K | NEW |
Full institutional holdings, insider history, and congressional trades for Herzfeld Credit Income Fund, Inc. Common Stock on SentiSense.