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 2024 vs. Q3 2024
How the institutions holding Herzfeld Credit Income Fund, Inc changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 29 | 26 | −3 |
| Shares | 6.14M | 5.93M | −212.9K (−3.5%) |
| Value | $13.8M | $13.9M | +$48.6K (+0.4%) |
New holders (2)
Institutions that held Herzfeld Credit Income Fund, Inc at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Avantax Advisory Services, Inc. | 57,631 | $134.6K | 0.00% |
| Arete Wealth Advisors, LLC | 23,094 | $54.0K | 0.00% |
Sold out (5)
Institutions that held Herzfeld Credit Income Fund, Inc at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Cowen and Company, LLC | 102,178 | $230.9K |
| Everstar Asset Management, LLC | 47,233 | $106.7K |
| Citadel Advisors LLC | 42,695 | $96.5K |
| Susquehanna International Group, LLP | 33,667 | $76.1K |
| Virtu Financial LLC | 10,483 | $24.0K |