Skip to main content

Herzfeld Credit Income Fund, Inc

HERZ
Exchange
Nasdaq
SEC CIK
0000880406

No open-market purchases or sales by Herzfeld Credit Income Fund, Inc insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $20.8M in total; no superinvestor holds it.

Q4 2021 vs. Q3 2021

How the institutions holding Herzfeld Credit Income Fund, Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of HERZ: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders1821+3
Shares907.2K975.8K+68.6K (+7.6%)
Value$5.18M$5.40M+$221.3K (+4.3%)

New holders (5)

Institutions that held Herzfeld Credit Income Fund, Inc at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to HERZ in Q4 2021
InstitutionSharesValue% of portfolio
Matisse Capital69,449$384.0K0.27%
Logan Stone Capital, LLC11,927$66.0K0.07%
Snowden Capital Advisors LLC2,737$15.0K0.00%
CWM, LLC639$4.00K0.00%
Northwestern Mutual Wealth Management Co60$00.00%

Sold out (2)

Institutions that held Herzfeld Credit Income Fund, Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of HERZ in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
FMR LLC1$0
Larson Financial Group LLC1$0