13F

Stock

Herzfeld Credit Income Fund, Inc

HERZ · held by 15 managers

Reported value

$19.4M

Holders

15

+0 new · −0 exited

Holders’ est. mark

−$3.3K

Price effect on 1 books still in the name

Largest holder

$13M

Thomas J. Herzfeld Advisors, Inc.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Thomas J. Herzfeld Advisors, Inc.5.84M$13MHeld
ENVESTNET ASSET MANAGEMENT INC2.17M$4.82MHeld
CHOREO, LLC417.5K$1.11MHeld
OSAIC HOLDINGS, INC.55.9K$124.1KHeld
Hunting Hill Global Capital, LLC40.4K$89.7KHeld
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC39.1K$86.9KHeld
Corient Private Wealth LLC27.6K$61.3KHeld
Cetera Investment Advisers24.6K$54.6KHeld
MORGAN STANLEY20.6K$45.8K−$3.3KCut−$3.3K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC20K$44.4KHeld
Kestra Advisory Services, LLC10.6K$23.4KHeld
ROYAL BANK OF CANADA4.09K$9KHeld
JPMORGAN CHASE & CO2.87K$6.37KHeld
CoreCap Advisors, LLC222$493Held
WELLS FARGO & COMPANY/MN1$2Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.