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HERZ
Herzfeld Credit Income Fund, Inc.• Financial Services
Institutional holders
10
As of Q2 2026
Total 13F value
$15.7M
Sum of disclosed positions
New positions
2
This quarter
Sold positions
0
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. Thomas J. Herzfeld Advisors, Inc. | $14.1M | 817.5K | 4.32% | +1.3% |
| CHOREO, LLC Choreo, Llc | $808K | 47.0K | 0.01% | +3.2% |
| CSS LLC/IL Css Llc/Il | $653K | 38.0K | 0.03% | -20.5% |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $82K | 4.8K | 0.00% | +8.7% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Blue Bell Private Wealth Management, Llc | $52K | 3.0K | 0.01% | -30.4% |
| MORGAN STANLEY Morgan Stanley | $45K | 2.6K | 0.00% | Unchanged |
| Rockefeller Capital Management L.P. Rockefeller Capital Management L.P. | $19K | 1.1K | 0.00% | +2.8% |
| ROYAL BANK OF CANADA Royal Bank Of Canada | $9K | 534 | 0.00% | +4.7% |
| JPMORGAN CHASE & CO Jpmorgan Chase | $1K | 61 | 0.00% | New Position |
| MERCER GLOBAL ADVISORS INC /ADV Mercer Global Advisors Inc /Adv | $464 | 27 | 0.00% | New Position |