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SWZ Insider Trading

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

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: $7.54
Price Change: ▲ Price Increase of +0.04 (0.53%)
As of 04/19/2024 01:00 AM ET

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

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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
3/3/2022Andrew DakosCEOBuy1,000$8.82$8,820.00View SEC Filing Icon  
2/2/2022Andrew DakosCEOBuy428$9.38$4,014.64View SEC Filing Icon  
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  
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SEC Filings (Institutional Ownership Changes) for The Swiss Helvetia Fund (NYSE:SWZ)

41.12% 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
4/18/2024Allspring Global Investments Holdings LLC2,025,955$16.07M0.0%-3.1%15.596%Search for SEC Filing on Google Icon
2/13/2024Envestnet Asset Management Inc.53,214$0.44M0.0%+41.8%0.410%Search for SEC Filing on Google Icon
2/13/2024Karpus Management Inc.182,830$1.50M0.0%+554.8%1.407%Search for SEC Filing on Google Icon
2/13/20241607 Capital Partners LLC349,903$2.87M0.2%+4.0%2.694%Search for SEC Filing on Google Icon
2/9/2024City of London Investment Management Co. Ltd.75,051$0.62M0.1%-14.0%0.578%Search for SEC Filing on Google Icon
2/9/2024UBS Group AG90,215$0.74M0.0%+22.5%0.694%Search for SEC Filing on Google Icon
2/7/2024Shaker Financial Services LLC288,658$2.37M1.0%+1.4%2.222%Search for SEC Filing on Google Icon
2/1/2024Wolverine Asset Management LLC29,892$0.25M0.0%N/A0.230%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC2,090,825$17.15M0.0%-0.5%16.096%Search for SEC Filing on Google Icon
1/11/2024Dynamic Advisor Solutions LLC22,774$0.19M0.0%-17.6%0.175%Search for SEC Filing on Google Icon
11/14/2023Lazard Asset Management LLC802,425$6.13M0.0%-0.2%6.177%Search for SEC Filing on Google Icon
11/14/2023AQR Arbitrage LLC28,529$0.22M0.0%+63.9%0.220%Search for SEC Filing on Google Icon
11/13/2023Envestnet Asset Management Inc.37,538$0.29M0.0%N/A0.289%Search for SEC Filing on Google Icon
11/9/2023Karpus Management Inc.27,920$0.21M0.0%+21.9%0.215%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG73,627$0.56M0.0%+8.1%0.567%Search for SEC Filing on Google Icon
11/2/2023Shaker Financial Services LLC284,676$2.18M1.0%-1.5%2.191%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC2,102,344$16.06M0.0%+17.1%16.184%Search for SEC Filing on Google Icon
10/24/2023Cambridge Investment Research Advisors Inc.11,097$85K0.0%-14.2%0.085%Search for SEC Filing on Google Icon
8/15/2023Wells Fargo & Company MN5,002$41K0.0%-49.0%0.039%Search for SEC Filing on Google Icon
8/14/2023CSS LLC IL297,160$2.44M0.2%+3.3%2.288%Search for SEC Filing on Google Icon
8/11/2023SageView Advisory Group LLC31,900$0.26M0.0%N/A0.246%Search for SEC Filing on Google Icon
8/11/2023Karpus Management Inc.22,910$0.19M0.0%N/A0.176%Search for SEC Filing on Google Icon
8/11/2023City of London Investment Management Co. Ltd.87,318$0.72M0.1%-80.4%0.672%Search for SEC Filing on Google Icon
8/11/2023JPMorgan Chase & Co.4,766$39K0.0%+84.7%0.037%Search for SEC Filing on Google Icon
8/10/2023Commonwealth Equity Services LLC128,324$1.06M0.0%+1.7%0.988%Search for SEC Filing on Google Icon
8/8/2023Blue Bell Private Wealth Management LLC93,436$0.77M0.2%-2.3%0.719%Search for SEC Filing on Google Icon
8/7/2023Shaker Financial Services LLC289,157$2.38M1.0%+1.4%2.226%Search for SEC Filing on Google Icon
7/25/2023Raymond James Financial Services Advisors Inc.20,175$0.17M0.0%-9.0%0.153%Search for SEC Filing on Google Icon
7/24/2023Allspring Global Investments Holdings LLC1,795,664$14.76M0.0%+17.5%13.593%Search for SEC Filing on Google Icon
7/18/2023Allspring Global Investments Holdings LLC1,795,664$14.76M0.0%+17.5%13.591%Search for SEC Filing on Google Icon
5/15/2023Cetera Investment Advisers45,200$0.36M0.0%-14.5%0.342%Search for SEC Filing on Google Icon
5/12/2023UBS Group AG52,719$0.42M0.0%+45.0%0.399%Search for SEC Filing on Google Icon
5/11/2023Gardner Russo & Quinn LLC258,159$2.05M0.0%+1.6%1.954%Search for SEC Filing on Google Icon
5/11/2023Commonwealth Equity Services LLC126,119$1M0.0%-3.6%0.955%Search for SEC Filing on Google Icon
5/9/2023Atlas Wealth LLC62,392$0.50M0.1%-5.4%0.472%Search for SEC Filing on Google Icon
5/8/2023Shaker Financial Services LLC285,163$2.26M1.0%+24.3%2.159%Search for SEC Filing on Google Icon
5/8/2023Wolverine Asset Management LLC26,126$0.21M0.0%+128.4%0.198%Search for SEC Filing on Google Icon
5/8/2023Blue Bell Private Wealth Management LLC95,683$0.76M0.2%-1.3%0.724%Search for SEC Filing on Google Icon
4/13/2023Allspring Global Investments Holdings LLC1,527,643$12.11M0.0%+10.9%11.564%Search for SEC Filing on Google Icon
2/15/2023Morgan Stanley87,372$0.66M0.0%+49.8%0.661%Search for SEC Filing on Google Icon
2/14/2023Cetera Investment Advisers52,850$0.40M0.0%N/A0.400%Search for SEC Filing on Google Icon
2/14/2023Atlas Wealth LLC65,933$0.50M0.1%N/A0.499%Search for SEC Filing on Google Icon
2/13/2023Wells Fargo & Company MN11,240$85K0.0%-85.2%0.085%Search for SEC Filing on Google Icon
2/13/2023Gardner Russo & Quinn LLC254,146$1.92M0.0%+1.6%1.924%Search for SEC Filing on Google Icon
2/10/2023City of London Investment Management Co. Ltd.566,411$4.28M0.3%-2.7%4.288%Search for SEC Filing on Google Icon
2/8/2023Raymond James Financial Services Advisors Inc.21,175$0.16M0.0%-11.1%0.160%Search for SEC Filing on Google Icon
2/8/2023Cambridge Investment Research Advisors Inc.12,618$95K0.0%N/A0.096%Search for SEC Filing on Google Icon
2/7/2023Commonwealth Equity Services LLC130,786$0.99M0.0%-9.7%0.990%Search for SEC Filing on Google Icon
2/3/2023Shaker Financial Services LLC229,494$1.74M0.8%-4.6%1.737%Search for SEC Filing on Google Icon
2/1/2023Wolverine Asset Management LLC11,438$86K0.0%-43.4%0.087%Search for SEC Filing on Google Icon
1/23/2023Allspring Global Investments Holdings LLC1,377,942$10.42M0.0%+15.4%10.429%Search for SEC Filing on Google Icon
1/13/2023Dynamic Advisor Solutions LLC24,965$0.19M0.0%+62.1%0.189%Search for SEC Filing on Google Icon
11/15/2022Commonwealth Equity Services LLC144,808$0.98M0.0%-7.0%1.096%Search for SEC Filing on Google Icon
11/15/20221607 Capital Partners LLC322,145$2.19M0.2%-2.4%2.439%Search for SEC Filing on Google Icon
11/10/2022City of London Investment Management Co. Ltd.582,352$3.94M0.3%-18.2%4.408%Search for SEC Filing on Google Icon
11/10/2022Gardner Russo & Quinn LLC250,137$1.70M0.0%+2.5%1.894%Search for SEC Filing on Google Icon
11/10/2022Wolverine Asset Management LLC20,204$0.14M0.0%N/A0.153%Search for SEC Filing on Google Icon
11/9/2022Shaker Financial Services LLC240,499$1.63M0.8%+81.4%1.821%Search for SEC Filing on Google Icon
11/9/2022Blue Bell Private Wealth Management LLC97,562$0.66M0.2%-5.0%0.739%Search for SEC Filing on Google Icon
10/26/2022Allspring Global Investments Holdings LLC1,193,811$8.11M0.0%+1.7%9.036%Search for SEC Filing on Google Icon
10/25/2022Raymond James & Associates13,050$89K0.0%N/A0.099%Search for SEC Filing on Google Icon
8/16/2022CSS LLC IL304,358$2.39M0.1%-11.5%2.304%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG36,426$0.29M0.0%+16.9%0.276%Search for SEC Filing on Google Icon
8/4/2022Gardner Russo & Quinn LLC244,154$1.92M0.0%+2.1%1.848%Search for SEC Filing on Google Icon
8/2/2022Blue Bell Private Wealth Management LLC102,705$0.81M0.3%-8.1%0.777%Search for SEC Filing on Google Icon
8/1/2022Shaker Financial Services LLC132,548$1.04M0.5%-17.7%1.000%Search for SEC Filing on Google Icon
7/25/2022Allspring Global Investments Holdings LLC1,173,455$9.22M0.0%-0.6%8.850%Search for SEC Filing on Google Icon
6/7/2022Bank of America Corp DE84,108$0.78M0.0%+13.6%0.634%Search for SEC Filing on Google Icon
5/16/2022UBS Group AG31,172$0.29M0.0%+10.5%0.235%Search for SEC Filing on Google Icon
5/13/2022Lazard Asset Management LLC805,394$7.43M0.0%+0.3%6.073%Search for SEC Filing on Google Icon
5/13/2022Cetera Investment Advisers56,000$0.52M0.0%+11.6%0.422%Search for SEC Filing on Google Icon
5/12/2022Gardner Russo & Quinn LLC239,081$2.20M0.0%+1.8%1.803%Search for SEC Filing on Google Icon
5/12/2022Cornerstone Advisors LLC38,322$0.35M0.0%-60.1%0.289%Search for SEC Filing on Google Icon
5/6/2022Shaker Financial Services LLC161,009$1.49M0.6%-6.6%1.214%Search for SEC Filing on Google Icon
5/4/2022Advisor Group Holdings Inc.3,082$29K0.0%-33.4%0.023%Search for SEC Filing on Google Icon
4/21/2022Blue Bell Private Wealth Management LLC111,742$1.03M0.3%+1.4%0.843%Search for SEC Filing on Google Icon
4/11/2022Dynamic Advisor Solutions LLC14,257$0.13M0.0%+12.2%0.108%Search for SEC Filing on Google Icon
2/10/2022Gardner Russo & Quinn LLC234,799$2.33M0.0%+1.7%1.770%Search for SEC Filing on Google Icon
2/9/2022Wolverine Asset Management LLC97,133$0.97M0.0%+12.5%0.732%Search for SEC Filing on Google Icon
2/7/2022Shaker Financial Services LLC172,410$1.71M0.6%+20.1%1.300%Search for SEC Filing on Google Icon
1/28/2022Allspring Global Investments Holdings LLC1,167,304$11.60M0.0%N/A8.802%Search for SEC Filing on Google Icon
1/26/2022Blue Bell Private Wealth Management LLC110,154$1.10M0.3%+3.2%0.831%Search for SEC Filing on Google Icon
1/26/2022Dynamic Advisor Solutions LLC12,708$0.13M0.0%+11.6%0.096%Search for SEC Filing on Google Icon
11/16/2021Cetera Investment Advisers48,300$0.44M0.0%+77.6%0.364%Search for SEC Filing on Google Icon
11/15/2021CSS LLC IL353,152$3.24M0.1%-22.5%2.663%Search for SEC Filing on Google Icon
11/12/2021Wolverine Asset Management LLC86,352$0.79M0.0%+8.2%0.651%Search for SEC Filing on Google Icon
11/12/2021Bulldog Investors LLP126,277$1.16M0.3%+103.8%0.952%Search for SEC Filing on Google Icon
11/10/2021Blue Bell Private Wealth Management LLC106,724$0.98M0.3%-3.0%0.805%Search for SEC Filing on Google Icon
11/8/2021Matisse Capital292,100$2.68M1.0%-6.3%2.203%Search for SEC Filing on Google Icon
11/5/2021Advisor Group Holdings Inc.4,631$43K0.0%+183.9%0.035%Search for SEC Filing on Google Icon
11/2/2021Shaker Financial Services LLC143,605$1.32M0.5%+13.1%1.083%Search for SEC Filing on Google Icon
8/17/2021Wells Fargo & Company MN1,235,927$12.03M0.0%+0.9%9.319%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
Data available starting January 2016

See Full Table
The Swiss Helvetia Fund logo
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: $7.54
Low: $7.53
High: $7.57

50 Day Range

MA: $7.84
Low: $7.50
High: $8.08

52 Week Range

Now: $7.54
Low: $7.12
High: $8.57

Volume

14,098 shs

Average Volume

14,653 shs

Market Capitalization

$97.94 million

P/E Ratio

N/A

Dividend Yield

6.68%

Beta

0.77

Who are the major institutional investors of The Swiss Helvetia Fund?

The Swiss Helvetia Fund's top institutional investors include:
  1. Allspring Global Investments Holdings LLC — 15.60%
Learn More about top institutional investors of The Swiss Helvetia Fund stock.

Which major investors are selling The Swiss Helvetia Fund stock?

In the last quarter, SWZ stock was sold by these institutional investors:
  1. Allspring Global Investments Holdings LLC
Secret Bull Market Starts in This Unusual Sector
From Altimetry   |   Ad
"We're only at the very beginning of a new wave that could deliver 500%-plus gains in the years to come." In fact, 50 small companies related to this sector have already soared 100% or more in a recent 90-day stretch.
Click for my No. 1 investment, all free of charge, click here.