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.
Q1 2023 vs. Q4 2022
How the institutions holding Herzfeld Credit Income Fund, Inc changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 21 | 18 | −3 |
| Shares | 935.8K | 1.00M | +67.1K (+7.2%) |
| Value | $3.44M | $3.75M | +$301.5K (+8.8%) |
New holders (1)
Institutions that held Herzfeld Credit Income Fund, Inc at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| National Asset Management, Inc. | 11,709 | $43.7K | 0.00% |
Sold out (4)
Institutions that held Herzfeld Credit Income Fund, Inc at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Susquehanna International Group, LLP | 10,706 | $39.6K |
| Freedom Wealth Alliance, LLC | 8,424 | $31.0K |
| UBS Group AG | 4,171 | $15.3K |
| MinichMacGregor Wealth Management, LLC | 205 | $754 |