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Ownership — HERZ
Institutional Holdings
Insider Transactions
Institution
Shares
Value
Change
Filing Date
Thomas J. Herzfeld Advisors, Inc.
817.5K
$14.0M
+10.3K
2026-06-30
Envestnet Asset Management Inc
268.9K
$4.0M
+17.9K
2026-06-30
Choreo, LLC
47.0K
--
+1.4K
2026-06-30
Css LLC
38.0K
--
-9.8K
2026-06-30
Private Advisor Group, LLC
20.6K
--
--
2026-06-30
Osaic Holdings, Inc.
4.8K
--
+381
2026-06-30
International Assets Investment Management, LLC
3.8K
--
-200
2026-06-30
Blue Bell Private Wealth Management, LLC
3.0K
--
-1.3K
2026-06-30
Morgan Stanley
2.6K
--
--
2026-06-30
Rockefeller Capital Management L.P.
1.1K
--
+30
2026-06-30
