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SWZ Insider Trading (The Swiss Helvetia Fund)

Insider Ownership Percentage: 0.03%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $147,351.65

The Swiss Helvetia Fund Insider Trading History Chart

This chart shows the insider buying and selling history at The Swiss Helvetia Fund by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

The Swiss Helvetia Fund Share Price & Price History

Current Price: $9.49
Price Change: Price Decrease of -0.01 (-0.11%)
As of 10/27/2021 01:00 AM ET

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

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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The Swiss Helvetia Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
7/2/2021Phillip GoldsteinDirectorSell1,212$9.79$11,865.48View SEC Filing Icon  
6/3/2021Phillip GoldsteinDirectorSell1,994$9.67$19,281.9896,753View SEC Filing Icon  
6/1/2021Phillip GoldsteinDirectorSell10,089$9.71$97,964.19110,900View SEC Filing Icon  
5/5/2021Moritz A SellDirectorSell2,000$9.12$18,240.001,330View SEC Filing Icon  
10/2/2020Moritz A SellDirectorSell2,000$8.37$16,740.00
4/30/2020Phillip GoldsteinDirectorBuy500$7.37$3,685.00115,747View SEC Filing Icon  
4/23/2020Phillip GoldsteinDirectorBuy5,000$7.35$36,750.00115,247View SEC Filing Icon  
4/3/2020Gerald HellermanDirectorBuy1,000$6.90$6,900.00View SEC Filing Icon  
3/16/2020Moritz A SellDirectorBuy1,017$6.13$6,234.215,050View SEC Filing Icon  
3/9/2020Moritz A SellDirectorBuy2,000$7.64$15,280.00
2/28/2020Phillip GoldsteinDirectorBuy9,899$7.96$78,796.04View SEC Filing Icon  
2/24/2020Phillip GoldsteinDirectorBuy10,013$8.43$84,409.5980,361View SEC Filing Icon  
1/6/2020Phillip GoldsteinDirectorBuy1,086$8.33$9,046.3875,348View SEC Filing Icon  
12/19/2019Phillip GoldsteinDirectorBuy2,611$8.20$21,410.2074,262View SEC Filing Icon  
12/17/2019Phillip GoldsteinDirectorBuy40,000$8.15$326,000.0071,037View SEC Filing Icon  
12/2/2019Phillip GoldsteinDirectorBuy28,209$8.10$228,492.90View SEC Filing Icon  
11/29/2019Phillip GoldsteinDirectorBuy1,791$8.12$14,542.92View SEC Filing Icon  
10/8/2019Gerald HellermanDirectorBuy1,000$7.93$7,930.002,041View SEC Filing Icon  
8/5/2019Moritz A SellDirectorBuy1,875$7.87$14,756.252,000View SEC Filing Icon  
8/2/2019Gerald HellermanDirectorBuy1,000$8.00$8,000.001,041View SEC Filing Icon  
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Insider Trading at The Swiss Helvetia Fund?
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SEC Filings (Institutional Ownership Changes) for The Swiss Helvetia Fund (NYSE:SWZ)

32.44% of The Swiss Helvetia 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 SWZ by year and by quarter.

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

The Swiss Helvetia Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/17/2021Wells Fargo & Company MN1,235,927$12.03M0.0%+0.9%9.319%Search for SEC Filing on Google Icon
8/16/2021Bank of America Corp DE69,579$0.68M0.0%+3.2%0.525%Search for SEC Filing on Google Icon
8/16/20211607 Capital Partners LLC353,517$3.44M0.2%-3.7%2.666%Search for SEC Filing on Google Icon
8/13/2021LPL Financial LLC16,350$0.16M0.0%N/A0.123%Search for SEC Filing on Google Icon
8/13/2021Winmill & CO. Inc.3,270$32K0.0%+717.5%0.025%Search for SEC Filing on Google Icon
8/12/2021Lazard Asset Management LLC805,299$7.84M0.0%-2.7%6.072%Search for SEC Filing on Google Icon
8/12/2021Gardner Russo & Quinn LLC227,492$2.21M0.0%+1.4%1.715%Search for SEC Filing on Google Icon
8/11/2021Commonwealth Equity Services LLC154,981$1.51M0.0%-4.4%1.169%Search for SEC Filing on Google Icon
8/11/2021Matisse Capital311,903$3.04M1.0%-0.7%2.352%Search for SEC Filing on Google Icon
8/10/2021Dynamic Advisor Solutions LLC10,722$0.10M0.0%N/A0.081%Search for SEC Filing on Google Icon
8/5/2021Blue Bell Private Wealth Management LLC110,048$1.07M0.3%-5.1%0.830%Search for SEC Filing on Google Icon
8/4/2021Shaker Financial Services LLC126,990$1.24M0.5%+30.4%0.958%Search for SEC Filing on Google Icon
5/21/2021Citadel Advisors LLC10,016$88K0.0%N/A0.076%Search for SEC Filing on Google Icon
5/18/20211607 Capital Partners LLC366,934$3.23M0.2%-5.5%2.767%Search for SEC Filing on Google Icon
5/18/2021Citadel Advisors LLC10,016$88K0.0%N/A0.076%Search for SEC Filing on Google Icon
5/17/2021CSS LLC IL461,919$4.06M0.2%-5.3%3.483%Search for SEC Filing on Google Icon
5/14/2021Lazard Asset Management LLC827,943$7.28M0.0%-1.6%6.243%Search for SEC Filing on Google Icon
5/13/2021Wolverine Asset Management LLC45,753$0.40M0.0%N/A0.345%Search for SEC Filing on Google Icon
5/13/2021Cornerstone Advisors LLC75,889$0.67M0.1%-2.2%0.572%Search for SEC Filing on Google Icon
5/12/2021Gardner Russo & Quinn LLC224,346$1.97M0.0%+1.5%1.692%Search for SEC Filing on Google Icon
5/10/2021Kestra Advisory Services LLC12,876$0.11M0.0%-15.6%0.097%Search for SEC Filing on Google Icon
5/4/2021Commonwealth Equity Services LLC162,117$1.43M0.0%-6.5%1.222%Search for SEC Filing on Google Icon
4/23/2021Blue Bell Private Wealth Management LLC115,922$1.02M0.3%-4.2%0.874%Search for SEC Filing on Google Icon
2/16/2021Walleye Trading LLC10,973$98K0.0%-21.5%0.083%Search for SEC Filing on Google Icon
2/11/2021Lazard Asset Management LLC841,183$7.52M0.0%+1.2%6.343%Search for SEC Filing on Google Icon
2/11/2021Gardner Russo & Gardner LLC220,928$1.98M0.0%+1.5%1.666%Search for SEC Filing on Google Icon
2/9/2021Wells Fargo & Company MN1,174,322$10.50M0.0%+5.8%8.855%Search for SEC Filing on Google Icon
2/3/2021Shaker Financial Services LLC55,537$0.50M0.2%+35.5%0.419%Search for SEC Filing on Google Icon
1/21/2021Blue Bell Private Wealth Management LLC121,015$1.08M0.4%-7.8%0.912%Search for SEC Filing on Google Icon
11/16/2020CNH Partners LLC25,840$0.21M0.0%+30.0%0.195%Search for SEC Filing on Google Icon
11/13/2020Morgan Stanley24,994$0.21M0.0%-21.2%0.188%Search for SEC Filing on Google Icon
11/12/2020Kestra Advisory Services LLC15,252$0.13M0.0%N/A0.115%Search for SEC Filing on Google Icon
11/12/2020Karpus Management Inc.99,066$0.82M0.0%-1.8%0.747%Search for SEC Filing on Google Icon
11/9/2020Shaker Financial Services LLC40,995$0.34M0.2%+34.5%0.309%Search for SEC Filing on Google Icon
11/5/2020Cardan Capital Partners LLC24,415$0.20M0.0%-36.1%0.184%Search for SEC Filing on Google Icon
11/5/2020Commonwealth Equity Services LLC184,305$1.53M0.0%-6.1%1.390%Search for SEC Filing on Google Icon
11/5/2020Wells Fargo & Company MN1,109,698$9.19M0.0%+11.1%8.368%Search for SEC Filing on Google Icon
11/4/2020Matisse Capital316,203$2.62M1.0%-7.0%2.384%Search for SEC Filing on Google Icon
11/4/2020Raymond James Financial Services Advisors Inc.12,625$0.11M0.0%+21.6%0.095%Search for SEC Filing on Google Icon
11/4/2020Raymond James & Associates21,716$0.18M0.0%+70.8%0.164%Search for SEC Filing on Google Icon
10/23/2020Blue Bell Private Wealth Management LLC131,290$1.09M0.4%-2.3%0.990%Search for SEC Filing on Google Icon
8/20/2020Karpus Management Inc.100,930$0.79M0.0%-1.6%0.761%Search for SEC Filing on Google Icon
8/17/2020Karpus Management Inc.100,930$0.79M0.0%-1.6%0.761%Search for SEC Filing on Google Icon
8/12/2020Commonwealth Equity Services LLC196,381$1.54M0.0%-1.2%1.481%Search for SEC Filing on Google Icon
8/11/2020Cornerstone Advisors LLC110,210$0.86M0.1%+38.9%0.831%Search for SEC Filing on Google Icon
8/6/2020Shaker Financial Services LLC30,489$0.24M0.1%-29.4%0.230%Search for SEC Filing on Google Icon
8/5/2020RMB Capital Management LLC59,285$0.47M0.0%+9.0%0.447%Search for SEC Filing on Google Icon
7/31/2020UBS Group AG36,440$0.29M0.0%+39.7%0.275%Search for SEC Filing on Google Icon
7/28/2020Matisse Capital340,003$2.67M0.9%+0.8%2.562%Search for SEC Filing on Google Icon
7/15/2020Cardan Capital Partners LLC38,232$0.30M0.0%-31.8%0.288%Search for SEC Filing on Google Icon
5/18/2020RiverNorth Capital Management LLC789,381$5.49M0.4%-10.4%5.950%Search for SEC Filing on Google Icon
5/15/2020CSS LLC IL493,670$3.43M0.3%-4.5%3.721%Search for SEC Filing on Google Icon
5/14/2020Wells Fargo & Company MN745,607$5.18M0.0%+3.3%5.620%Search for SEC Filing on Google Icon
5/13/2020City of London Investment Management Co. Ltd.72,571$0.50M0.0%-4.9%0.547%Search for SEC Filing on Google Icon
5/13/2020Wolverine Asset Management LLC91,883$0.64M0.0%-40.5%0.693%Search for SEC Filing on Google Icon
5/11/2020Commonwealth Equity Services LLC198,668$1.38M0.0%-1.4%1.497%Search for SEC Filing on Google Icon
5/11/2020RMB Capital Management LLC54,388$0.38M0.0%+29.7%0.410%Search for SEC Filing on Google Icon
5/11/2020Cardan Capital Partners LLC56,086$0.39M0.1%N/A0.423%Search for SEC Filing on Google Icon
5/7/2020Matisse Capital337,200$2.34M0.9%+147.5%2.541%Search for SEC Filing on Google Icon
5/1/2020Shaker Financial Services LLC43,189$0.30M0.2%+18.0%0.326%Search for SEC Filing on Google Icon
5/1/2020Vista Wealth Management Group LLC12,403$86K0.1%N/A0.093%Search for SEC Filing on Google Icon
5/1/2020UBS Group AG26,081$0.18M0.0%+75.8%0.197%Search for SEC Filing on Google Icon
4/22/2020Blue Bell Private Wealth Management LLC133,473$0.93M0.5%+68.1%1.006%Search for SEC Filing on Google Icon
4/21/2020Raymond James & Associates10,923$76K0.0%N/A0.082%Search for SEC Filing on Google Icon
4/21/2020Raymond James Financial Services Advisors Inc.10,379$72K0.0%-19.4%0.078%Search for SEC Filing on Google Icon
2/20/2020Geode Capital Management LLC182,686$1.54M0.0%-30.8%1.377%Search for SEC Filing on Google Icon
2/14/2020CNH Partners LLC18,363$0.15M0.0%N/A0.138%Search for SEC Filing on Google Icon
2/14/2020Bank of America Corp DE9,829$83K0.0%+53.1%0.074%Search for SEC Filing on Google Icon
2/14/2020CSS LLC IL516,863$4.35M0.2%+4.4%3.896%Search for SEC Filing on Google Icon
2/14/2020Rivernorth Capital Management LLC881,134$7.41M0.4%+81.1%6.642%Search for SEC Filing on Google Icon
2/14/2020UBS Group AG14,833$0.13M0.0%+146.6%0.112%Search for SEC Filing on Google Icon
2/14/2020Bulldog Investors LLC62,427$0.53M0.2%-59.8%0.471%Search for SEC Filing on Google Icon
2/13/2020RMB Capital Management LLC41,941$0.35M0.0%+39.1%0.316%Search for SEC Filing on Google Icon
2/12/2020Matisse Capital136,250$1.15M0.8%-30.5%1.027%Search for SEC Filing on Google Icon
2/12/2020City of London Investment Management Co. Ltd.76,305$0.64M0.0%+121.4%0.575%Search for SEC Filing on Google Icon
2/12/2020Raymond James Financial Services Advisors Inc.12,879$0.11M0.0%N/A0.097%Search for SEC Filing on Google Icon
2/12/2020Cornerstone Advisors LLC139,796$1.18M0.1%N/A1.053%Search for SEC Filing on Google Icon
2/11/2020Landscape Capital Management L.L.C.37,594$0.32M0.0%-29.4%0.283%Search for SEC Filing on Google Icon
2/4/2020Shaker Financial Services LLC36,594$0.31M0.1%+11.2%0.276%Search for SEC Filing on Google Icon
1/22/2020Blue Bell Private Wealth Management LLC79,416$0.67M0.3%+1,020.7%0.598%Search for SEC Filing on Google Icon
11/27/2019Rivernorth Capital Management LLC486,441$3.91M0.2%N/A3.666%Search for SEC Filing on Google Icon
11/1/2019Gamco Investors INC. ET AL15,993$0.13M0.0%N/A0.121%Search for SEC Filing on Google Icon
10/30/2019Commonwealth Equity Services LLC203,574$1.63M0.0%-1.8%1.534%Search for SEC Filing on Google Icon
10/30/2019Shaker Financial Services LLC32,894$0.26M0.1%+186.2%0.248%Search for SEC Filing on Google Icon
10/28/2019Matisse Capital195,998$1.57M1.9%+13.2%1.477%Search for SEC Filing on Google Icon
10/16/2019Karpus Management Inc.52,332$0.42M0.0%+162.9%0.394%Search for SEC Filing on Google Icon
8/16/2019Susquehanna International Group LLP32,761$0.26M0.0%-50.7%0.129%Search for SEC Filing on Google Icon
8/14/2019Karpus Management Inc.19,903$0.16M0.0%N/A0.079%Search for SEC Filing on Google Icon
8/13/2019RMB Capital Management LLC45,822$0.36M0.0%+133.5%0.181%Search for SEC Filing on Google Icon
8/13/2019Matisse Capital173,100$1.37M1.7%N/A0.684%Search for SEC Filing on Google Icon
8/9/2019City of London Investment Management Co. Ltd.34,471$0.27M0.0%+75.8%0.136%Search for SEC Filing on Google Icon
8/9/2019Shaker Financial Services LLC11,495$91K0.0%N/A0.045%Search for SEC Filing on Google Icon
8/8/2019Landscape Capital Management L.L.C.82,555$0.65M0.1%+17.0%0.326%Search for SEC Filing on Google Icon
8/6/2019Wells Fargo & Company MN751,503$5.94M0.0%+24.1%2.968%Search for SEC Filing on Google Icon
6/30/2019Commonwealth Equity Services LLC207,335$1.64M0.0%-0.6%0.819%Search for SEC Filing on Google Icon
6/30/2019Uncommon Cents Investing LLC89,932$0.71M0.5%-3.2%0.355%Search for SEC Filing on Google Icon
6/30/2019Alpine Global Management LLC278,797$2.20M0.6%+5.4%1.101%Search for SEC Filing on Google Icon
5/10/2019City of London Investment Management Co. Ltd.19,605$0.15M0.0%N/A0.077%Search for SEC Filing on Google Icon
5/10/2019Alpine Global Management LLC264,621$2.01M0.6%+5.1%1.045%Search for SEC Filing on Google Icon
5/3/2019Smith Salley & Associates20,465$0.16M0.0%N/A0.081%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.
Read More on The Swiss Helvetia Fund

Today's Range

Now: $9.49
Low: $9.46
High: $9.52

50 Day Range

MA: $9.63
Low: $9.11
High: $10.04

52 Week Range

Now: $9.49
Low: $7.67
High: $10.10

Volume

35,819 shs

Average Volume

19,942 shs

Market Capitalization

$125.84 million

P/E Ratio

N/A

Dividend Yield

5.78%

Beta

0.74

Who are the company insiders with the largest holdings of The Swiss Helvetia Fund?

The Swiss Helvetia Fund's top insider investors include:
  1. Phillip Goldstein (Director)
  2. Moritz A Sell (Director)
  3. Gerald Hellerman (Director)
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