Herzfeld Caribbe Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 5.84 M | $12.97 M | -4.24% | 36.57% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 2.17 M | $4.82 M | 34.33% | 13.59% |
| CHOREO, LLC | 01/23/2026 | 417.49 K | $1.11 M | -4.95% | 2.61% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 55.89 K | $124.05 K | 47.38% | 0.35% |
| HUNTING HILL GLOBAL CAPITAL, LLC | 02/17/2026 | 40.40 K | $89.69 K | -7.29% | 0.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 39.13 K | $86.87 K | -58.99% | 0.25% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 27.62 K | $61.32 K | 20.31% | 0.17% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 24.60 K | $54.61 K | 100.00% | 0.15% |
| MORGAN STANLEY | 02/13/2026 | 20.64 K | $45.82 K | 0.00% | 0.13% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 20.02 K | $44.45 K | 30.70% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 10.56 K | $23.45 K | 0.00% | 0.07% |
| ROYAL BANK OF CANADA | 02/17/2026 | 4.09 K | $9.00 K | -21.28% | 0.03% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.87 K | $6.37 K | 0.00% | 0.02% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 222 | $493 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $2 | 0.00% | 0.00% |
| CSS LLC/IL | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Herzfeld Caribbe institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of Herzfeld Caribbe. The most heavily invested institutionals were:
Thomas J. Herzfeld Advisors, Inc.: 5.84 M
ENVESTNET ASSET MANAGEMENT INC: 2.17 M
CHOREO, LLC: 417,489
ADVISOR GROUP HOLDINGS, INC.: 55,888
Hunting Hill Global Capital, LLC: 40,401
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 39,132
54.31% of Herzfeld Caribbe stock is owned by institutional investors.
Institutional investors have bought a total of 8.83 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.