Tom Russo Swiss Helvetia Fund, Inc. Transaction History
Gardner Russo & Quinn LLC
- $7.3 Billion
- Q2 2025
A detailed history of Tom Russo (Gardner Russo & Quinn LLC) transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Gardner Russo & Quinn LLC holds 434,237 shares of SWZ stock, worth $2.64 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
434,237
Previous 293,403
48.0%
Holding current value
$2.64 Million
Previous $2.71 Million
1.77%
% of portfolio
0.04%
Previous 0.04%
Shares
20 transactions
Others Institutions Holding SWZ
# of Institutions
42Shares Held
6.14MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC1.93MShares$11.7 Million0.02% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL670KShares$4.07 Million0.33% of portfolio
-
Lazard Asset Management LLC New York, NY666KShares$4.04 Million0.01% of portfolio
-
Css LLC Chicago, IL525KShares$3.19 Million0.34% of portfolio
-
Saba Capital Management, L.P. New York, NY245KShares$1.49 Million0.04% of portfolio
About SWISS HELVETIA FUND, INC.
- Ticker SWZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- 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 ma...