Who owns Swiss Helvetia Fund?
- Ticker: SWZ
- CUSIP Number: 870875101
Tip: Access positions for across all investors
Analyze quarterly positions in Swiss Helvetia Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of Swiss Helvetia Fund stock
Who bought or sold Swiss Helvetia Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Allspring Global Investments Holdings | 2.0M | $16M | -3% | Mar 2024 |
|
Lazard Asset Management | 790k | $6.5M | -2% | Dec 2023 |
|
1607 Capital Partners | 352k | $2.8M | 5% | Mar 2024 |
|
CSS | 305k | $2.4M | 2% | Mar 2024 |
|
Shaker Financial Services | 292k | $2.3M | 1% | Mar 2024 |
|
Gardner Russo & Gardner | 275k | $2.2M | 3% | Mar 2024 |
|
Brooklyn Capital Management | 238k | $1.9M | 0% | Mar 2024 |
|
Karpus Investment Management | 224k | $1.8M | 701% | Mar 2024 |
|
Commonwealth Equity Services | 130k | $1.0M | 0% | Mar 2024 |
|
Morgan Stanley | 99k | $793k | -1% | Mar 2024 |
|
Blue Bell Private Wealth Management | 91k | $724k | -1% | Mar 2024 |
|
Uncommon Cents Investing | 90k | $711k | 0% | Mar 2024 |
|
UBS Group | 84k | $666k | -7% | Mar 2024 |
|
City of London Investment Management Company | 75k | $595k | 0% | Mar 2024 |
|
Envestnet Asset Management | 67k | $530k | 78% | Mar 2024 |
|
CNH Partners | 39k | $311k | 19% | Mar 2024 |
|
Wolverine Asset Management | 23k | $185k | -22% | Mar 2024 |
|
Dynamic Advisors Solutions | 23k | $183k | 1% | Mar 2024 |
|
Raymond James Financial Services Advisors | 18k | $142k | 100% | Mar 2024 |
|
Landscape Capital Management | 15k | $122k | 11% | Mar 2024 |
|
Capital Investment Counsel | 15k | $119k | 0% | Mar 2024 |
|
LPL Financial | 13k | $106k | 100% | Mar 2024 |
|
Kestra Advisory Services | 13k | $106k | 0% | Dec 2023 |
|
Wells Fargo & Company | 9.1k | $72k | 0% | Mar 2024 |
|
Winmill & Co | 3.3k | $26k | 0% | Mar 2024 |
|
Bank of America Corporation | 2.9k | $23k | -9% | Mar 2024 |
|
Jpmorgan Chase & Co | 2.6k | $21k | 0% | Mar 2024 |
|
Pnc Financial Services | 2.6k | $20k | 100% | Mar 2024 |
|
Advisor Group Holdings | 2.5k | $20k | 0% | Mar 2024 |
|
Federation des caisses Desjardins du Quebec | 1.8k | $15k | 100% | Mar 2024 |
|
Us Bancorp | 1.5k | $12k | 100% | Mar 2024 |
|
Ancora Advisors | 1.1k | $8.5k | 0% | Mar 2024 |
|
North Star Investment Management | 951.00 | $7.5k | 0% | Mar 2024 |
|
CWM | 835.00 | $7.0k | 100% | Mar 2024 |
|
Royal Bank of Canada | 708.00 | $6.0k | 0% | Mar 2024 |
|
Who sold out of Swiss Helvetia Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
SageView Advisory Group | Dec 2023 | 32k | $257k |