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HERZ Insider Trading

Insider Ownership Percentage: 42.47%
Insider Buying (Last 12 Months): $148,633.00
Insider Selling (Last 12 Months): $0.00

Herzfeld Credit Income Fund Insider Trading History Chart

This chart shows the insider buying and selling history at Herzfeld Credit Income Fund by year and by quarter.

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Herzfeld Credit Income Fund Share Price & Price History

Current Price: $15.76
Price Change: ▲ Price Increase of +0.51 (3.34%)
As of 03/20/2026 04:58 PM ET

This chart shows the closing price history over time for HERZ up to the past year.

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Days: 30 | 90 | 365

Herzfeld Credit Income Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/3/2026Ryan M. PaylorPortfolio ManagerBuy40$15.81$632.406,081View SEC Filing Icon  
3/3/2026Thomas J. HerzfeldChairmanBuy1,276$15.81$20,173.56190,664View SEC Filing Icon  
3/2/2026Ryan M. PaylorPortfolio ManagerBuy112$15.32$1,715.846,041View SEC Filing Icon  
3/2/2026Thomas J. HerzfeldChairmanBuy3,760$15.32$57,603.20189,388View SEC Filing Icon  
4/7/2025Thomas J. HerzfeldChairmanBuy17$240.00$4,080.0015,737View SEC Filing Icon  
3/31/2025Brigitta Suzanne HerzfeldDirectorBuy6$259.00$1,554.001,234View SEC Filing Icon  
3/31/2025Thomas J. HerzfeldChairmanBuy4$259.00$1,036.0015,712View SEC Filing Icon  
3/28/2025Brigitta Suzanne HerzfeldDirectorBuy3$261.00$783.001,228View SEC Filing Icon  
3/28/2025Thomas J. HerzfeldChairmanBuy3$261.00$783.0015,707View SEC Filing Icon  
3/24/2025Brigitta Suzanne HerzfeldDirectorBuy8$269.00$2,152.001,208View SEC Filing Icon  
3/24/2025Ryan M. PaylorPortfolio ManagerBuy200$269.00$53,800.00461View SEC Filing Icon  
3/24/2025Thomas J. HerzfeldChairmanBuy16$270.00$4,320.0015,682View SEC Filing Icon  
3/12/2025Brigitta Suzanne HerzfeldDirectorBuy24$265.00$6,360.001,182View SEC Filing Icon  
3/12/2025Thomas J. HerzfeldChairmanBuy72$265.00$19,080.0015,643View SEC Filing Icon  
3/7/2025Erik Mervin HerzfeldPresidentBuy959$260.00$249,340.005,849View SEC Filing Icon  
3/7/2025Thomas J. HerzfeldChairmanBuy10$259.00$2,590.0015,545View SEC Filing Icon  
3/6/2025John A GeletyDirectorBuy15$258.00$3,870.0094View SEC Filing Icon  
3/5/2025Ryan M. PaylorPortfolio ManagerBuy3$254.00$762.00260View SEC Filing Icon  
3/4/2025Brigitta Suzanne HerzfeldDirectorBuy137$247.00$33,839.00999View SEC Filing Icon  
3/4/2025Thomas J. HerzfeldChairmanBuy164$247.00$40,508.0015,391View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Herzfeld Credit Income Fund (NASDAQ:HERZ)

15.74% of Herzfeld Credit Income Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HERZ by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Herzfeld Credit Income Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/9/2026Corient Private Wealth LLC27,619$61K0.0%N/A1.720%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC27,619$61K0.0%N/A1.715%Search for SEC Filing on Google Icon
2/18/2026Hunting Hill Global Capital LLC40,401$90K0.1%N/A2.509%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers24,598$55K0.0%N/A1.528%Search for SEC Filing on Google Icon
2/13/2026Thomas J. Herzfeld Advisors Inc.5,841,928$12.97M4.4%N/A362.853%Search for SEC Filing on Google Icon
2/9/2026Blue Bell Private Wealth Management LLC39,132$87K0.0%N/A0.231%Search for SEC Filing on Google Icon
2/3/2026International Assets Investment Management LLC20,021$44K0.0%N/A0.118%Search for SEC Filing on Google Icon
1/23/2026Choreo LLC417,489$0.93M0.0%N/A2.469%Search for SEC Filing on Google Icon
5/19/2025Jane Street Group LLC11,043$29K0.0%N/A0.154%Search for SEC Filing on Google Icon
5/14/2025Thomas J. Herzfeld Advisors Inc.6,043,689$16.14M5.5%+142.0%84.515%Search for SEC Filing on Google Icon
5/8/2025XTX Topco Ltd15,982$42K0.0%N/A0.223%Search for SEC Filing on Google Icon
5/6/2025Avantax Advisory Services Inc.25,109$67K0.0%-56.4%0.351%Search for SEC Filing on Google Icon
5/6/2025Choreo LLC579,176$1.54M0.0%+1,596.6%8.099%Search for SEC Filing on Google Icon
4/29/2025Envestnet Asset Management Inc.1,350,097$3.61M0.0%N/A18.880%Search for SEC Filing on Google Icon
4/22/2025Cambridge Investment Research Advisors Inc.67,001$0.18M0.0%+11.0%0.937%Search for SEC Filing on Google Icon
2/18/2025CSS LLC IL652,965$1.53M0.1%-6.0%9.132%Search for SEC Filing on Google Icon
2/17/2025Logan Stone Capital LLC124,191$0.29M0.1%-27.3%1.737%Search for SEC Filing on Google Icon
2/17/2025Bulldog Investors LLP277,149$0.65M0.2%+1,199.9%3.876%Search for SEC Filing on Google Icon
2/14/2025Quarry LP117,345$0.27M0.0%-7.1%1.641%Search for SEC Filing on Google Icon
2/13/2025Twin Focus Capital Partners LLC59,527$0.14M0.0%-7.1%0.833%Search for SEC Filing on Google Icon
2/13/2025Yakira Capital Management Inc.41,949$98K0.0%-60.1%0.587%Search for SEC Filing on Google Icon
2/12/2025Landscape Capital Management L.L.C.20,290$47K0.0%-69.2%0.284%Search for SEC Filing on Google Icon
2/12/2025Arete Wealth Advisors LLC23,094$54K0.0%N/A0.323%Search for SEC Filing on Google Icon
2/12/2025Thomas J. Herzfeld Advisors Inc.2,497,386$5.83M1.9%-1.4%34.928%Search for SEC Filing on Google Icon
2/10/2025Avantax Advisory Services Inc.57,631$0.14M0.0%N/A0.806%Search for SEC Filing on Google Icon
2/7/2025Blue Bell Private Wealth Management LLC234,909$0.55M0.1%-18.7%3.285%Search for SEC Filing on Google Icon
1/24/2025Matisse Capital987,174$2.31M1.2%-4.0%13.805%Search for SEC Filing on Google Icon
1/24/2025Absolute Investment Advisers LLC546,984$1.28M0.2%N/A7.650%Search for SEC Filing on Google Icon
1/8/2025International Assets Investment Management LLC13,996$33K0.0%-56.9%0.196%Search for SEC Filing on Google Icon
11/15/2024Quarry LP126,287$0.29M0.1%+21.0%1.766%Search for SEC Filing on Google Icon
11/9/2024Landscape Capital Management L.L.C.65,959$0.15M0.0%-24.8%0.922%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC32,474$0.73M0.0%+166.9%0.454%Search for SEC Filing on Google Icon
8/15/2024Logan Stone Capital LLC161,429$0.38M0.1%+5.6%2.257%Search for SEC Filing on Google Icon
8/7/2024Cowen AND Company LLC97,976$0.23M0.0%+5.0%1.370%Search for SEC Filing on Google Icon
8/7/2024Choreo LLC35,227$83K0.0%N/A0.493%Search for SEC Filing on Google Icon
8/5/2024Blue Bell Private Wealth Management LLC239,046$0.56M0.1%+72.6%3.343%Search for SEC Filing on Google Icon
7/30/2024Matisse Capital986,548$2.32M1.1%+18.5%13.798%Search for SEC Filing on Google Icon
7/30/2024International Assets Investment Management LLC12,166$29K0.0%N/A0.170%Search for SEC Filing on Google Icon
7/27/2024Emfo LLC21,735$51K0.0%N/A0.304%Search for SEC Filing on Google Icon
5/1/2024Matisse Capital832,794$2.15M1.0%-7.4%11.647%Search for SEC Filing on Google Icon
4/24/2024Blue Bell Private Wealth Management LLC138,465$0.36M0.1%-84.4%1.937%Search for SEC Filing on Google Icon
3/5/2024Twin Focus Capital Partners LLC65,697$0.18M0.0%+395.6%0.919%Search for SEC Filing on Google Icon
2/20/2024Cable Car Capital LLC226,460$0.63M0.7%N/A3.167%Search for SEC Filing on Google Icon
2/8/2024Matisse Capital899,494$2.50M1.3%+374.0%12.580%Search for SEC Filing on Google Icon
2/6/2024Levin Capital Strategies L.P.50,000$0.14M0.0%N/A0.699%Search for SEC Filing on Google Icon
1/25/2024Blue Bell Private Wealth Management LLC885,428$2.46M0.6%+763.0%12.384%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC18,770$52K0.0%N/A0.263%Search for SEC Filing on Google Icon
11/14/2023Alpine Global Management LLC75,000$0.25M0.1%N/A1.049%Search for SEC Filing on Google Icon
11/14/2023Thomas J. Herzfeld Advisors Inc.484,488$1.62M0.6%+2.6%6.776%Search for SEC Filing on Google Icon
11/13/2023Wolverine Asset Management LLC106,884$0.36M0.0%+269.8%1.495%Search for SEC Filing on Google Icon
11/8/2023Landscape Capital Management L.L.C.17,733$59K0.0%N/A0.248%Search for SEC Filing on Google Icon
11/6/2023Lincoln National Corp44,115$0.15M0.0%+15.2%0.617%Search for SEC Filing on Google Icon
10/30/2023Blue Bell Private Wealth Management LLC102,595$0.34M0.1%+701.7%1.435%Search for SEC Filing on Google Icon
10/13/2023Matisse Capital189,747$0.63M0.4%+2.9%2.653%Search for SEC Filing on Google Icon
8/16/2023Thomas J. Herzfeld Advisors Inc.472,057$1.87M0.7%-2.6%7.207%Search for SEC Filing on Google Icon
8/14/2023CSS LLC IL156,022$0.62M0.0%+7.2%2.382%Search for SEC Filing on Google Icon
8/8/2023Blue Bell Private Wealth Management LLC12,797$51K0.0%-37.2%0.195%Search for SEC Filing on Google Icon
8/7/2023Wolverine Asset Management LLC28,903$0.11M0.0%+13,469.5%0.441%Search for SEC Filing on Google Icon
8/2/2023Matisse Capital184,403$0.73M0.5%+2.4%2.815%Search for SEC Filing on Google Icon
5/15/2023Thomas J. Herzfeld Advisors Inc.484,796$1.81M0.7%-3.8%7.398%Search for SEC Filing on Google Icon
4/27/2023Matisse Capital180,000$0.67M0.4%+223.4%2.748%Search for SEC Filing on Google Icon
2/15/2023Freedom Wealth Alliance LLC8,424$31K0.0%N/A0.129%Search for SEC Filing on Google Icon
2/14/2023Susquehanna International Group LLP10,706$40K0.0%-30.6%0.163%Search for SEC Filing on Google Icon
2/8/2023Lincoln National Corp36,806$0.14M0.0%-12.2%0.562%Search for SEC Filing on Google Icon
2/3/2023Blue Bell Private Wealth Management LLC21,241$78K0.0%+25.9%0.324%Search for SEC Filing on Google Icon
2/1/2023Wolverine Asset Management LLC65,957$0.24M0.0%+64.7%1.007%Search for SEC Filing on Google Icon
1/24/2023Matisse Capital55,656$0.21M0.2%N/A0.849%Search for SEC Filing on Google Icon
1/20/2023Matisse Capital55,656$0.21M0.2%N/A0.849%Search for SEC Filing on Google Icon
11/14/2022Thomas J. Herzfeld Advisors Inc.626,151$2.27M1.0%+8.6%9.555%Search for SEC Filing on Google Icon
11/10/2022Wolverine Asset Management LLC40,045$0.15M0.0%N/A0.611%Search for SEC Filing on Google Icon
11/4/2022Lincoln National Corp41,943$0.15M0.0%+24.3%0.640%Search for SEC Filing on Google Icon
10/17/2022Cambridge Investment Research Advisors Inc.21,201$77K0.0%+26.5%0.324%Search for SEC Filing on Google Icon
8/16/2022CSS LLC IL114,951$0.46M0.0%+23.0%1.875%Search for SEC Filing on Google Icon
8/10/2022Thomas J. Herzfeld Advisors Inc.576,462$2.31M1.0%+14.1%9.398%Search for SEC Filing on Google Icon
8/2/2022Blue Bell Private Wealth Management LLC16,718$67K0.0%-11.8%0.273%Search for SEC Filing on Google Icon
8/2/2022Lincoln National Corp33,739$0.14M0.0%+17.8%0.550%Search for SEC Filing on Google Icon
5/9/2022Lincoln National Corp28,641$0.15M0.0%-8.8%0.467%Search for SEC Filing on Google Icon
2/24/2022Logan Stone Capital LLC11,927$66K0.1%N/A0.194%Search for SEC Filing on Google Icon
2/14/2022CSS LLC IL91,725$0.51M0.0%+24.4%1.495%Search for SEC Filing on Google Icon
2/14/2022Clough Capital Partners L P20,213$0.11M0.0%-63.1%0.330%Search for SEC Filing on Google Icon
2/7/2022Shaker Financial Services LLC30,299$0.17M0.1%-36.6%0.494%Search for SEC Filing on Google Icon
2/4/2022Matisse Capital69,449$0.38M0.3%N/A1.132%Search for SEC Filing on Google Icon
1/26/2022Blue Bell Private Wealth Management LLC19,815$0.11M0.0%+183.3%0.323%Search for SEC Filing on Google Icon
1/26/2022Lincoln National Corp31,397$0.17M0.0%+7.4%0.512%Search for SEC Filing on Google Icon
Data available starting January 2016

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Herzfeld Credit Income Fund logo
The Herzfeld Caribbean Basin Fund Inc. is a closed-ended equity mutual fund launched by Thomas J. Herzfeld Advisors, Inc. The fund is managed by Herzfeld/Cuba. It invests in the public equity markets of the United States. The fund employing fundamental analysis investing in stocks of companies that are likely to benefit from economic, political, structural and technological developments in the countries in the Caribbean Basin, which consist of Cuba, Jamaica, Trinidad and Tobago, the Bahamas, the Dominican Republic, Barbados, Aruba, Haiti, the Netherlands Antilles, the Commonwealth of Puerto Rico, Mexico, Honduras, Guatemala, Belize, Costa Rica, Panama, Colombia and Venezuela. It invests in stocks of companies operating across diversified sectors. The Herzfeld Caribbean Basin Fund Inc. was formed on March 10, 1992 and is domiciled in the United States.
Read More on Herzfeld Credit Income Fund

Today's Range

Now: $15.76
Low: $15.59
High: $15.85

50 Day Range

MA: $83.40
Low: $14.73
High: $198.00

52 Week Range

Now: $15.76
Low: $13.71
High: $31.00

Volume

6,754 shs

Average Volume

14,772 shs

Market Capitalization

$25.37 million

P/E Ratio

N/A

Dividend Yield

58.32%

Beta

0.72

Who are the company insiders with the largest holdings of Herzfeld Credit Income Fund?

Herzfeld Credit Income Fund's top insider investors include:
  1. Thomas J Herzfeld (Chairman)
  2. Ryan M Paylor (Portfolio Manager)
  3. Erik Mervin Herzfeld (President)
  4. Brigitta Suzanne Herzfeld (Director)
  5. John A Gelety (Director)
Learn More about top insider investors at Herzfeld Credit Income Fund.

Who are the major institutional investors of Herzfeld Credit Income Fund?

Herzfeld Credit Income Fund's top institutional shareholders include:
  1. Thomas J. Herzfeld Advisors Inc. — 362.85%
  2. Choreo LLC — 2.47%
  3. Hunting Hill Global Capital LLC — 2.51%
  4. Blue Bell Private Wealth Management LLC — 0.23%
  5. Corient Private Wealth LLC — 1.72%
  6. Corient Private Wealth LLC — 1.72%
Learn More about top institutional investors of Herzfeld Credit Income Fund stock.

Which institutional investors are buying Herzfeld Credit Income Fund stock?

During the last quarter, HERZ stock was bought by institutional investors including:
  1. Thomas J. Herzfeld Advisors Inc.
  2. Choreo LLC
  3. Hunting Hill Global Capital LLC
  4. Blue Bell Private Wealth Management LLC
  5. Corient Private Wealth LLC
  6. Corient Private Wealth LLC
  7. Cetera Investment Advisers
  8. International Assets Investment Management LLC
Within the previous year, these company insiders have bought Herzfeld Credit Income Fund stock:
  1. Thomas J Herzfeld (Chairman)
  2. Ryan M Paylor (Portfolio Manager)
  3. Erik Mervin Herzfeld (President)
  4. Brigitta Suzanne Herzfeld (Director)
  5. John A Gelety (Director)
Learn More investors buying Herzfeld Credit Income Fund stock.