HERZFELD CARIBBEAN BASIN FD COM

$HERZ
← All companies Sign in to track
Institutional coverage

10 13F filers hold $HERZ.

13F holders
10
Insider buys · 90d
3code P
Congress · 90d
0

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $HERZ. The institutional holders table below shows the broader 13F picture.

Institutional holders

Top 10 of 10 · Source: 13F-HR
01
Hemenway Trust Co LLC
4.26% of portfolio
807,215 sh
02
Marquette Asset Management, LLC
—
251,029 sh
03
Peak Financial Management, Inc.
0.01% of portfolio
45,550 sh
04
Sheaff Brock Investment Advisors, LLC
—
8,792 sh
05
VR Advisory Services Ltd
0.01% of portfolio
4,307 sh
06
Capital Market Strategies LLC
—
4,042 sh
07
International Assets Investment Management, LLC
0.01% of portfolio
4,042 sh
08
Banyan Capital Management, Inc.
—
2,614 sh
09
Sb Investment Advisers (uk) Ltd.
—
1,082 sh
10
Holland Advisory Services, Inc.
—
27 sh

Insider activity · last 90 days

3 transactions · 2 filers
15 Apr 2026
Paylor Ryan M —
▲ BOUGHT
390
$16.01
P
27 Mar 2026
Paylor Ryan M —
▲ BOUGHT
96
$15.50
P
15 Apr 2026
Herzfeld Thomas J —
▲ BOUGHT
3,610
$16.01
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $HERZ in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:52 UTC.