Thomas J. Herzfeld Advisors, Inc. Sound Point Meridian Cap Inc. Transaction History

Thomas J. Herzfeld Advisors, Inc.

  • $280 Billion
  • Q2 2025
Number of Shares
62,921
Previous 225,137 72.05%
Holding current value
$1.13 Billion
Previous $4.49 Billion 74.94%
% of portfolio
0.4%
Previous 1.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-162,216 Reduced 72.05%
62,921 $1.13 Billion
Q1 2025

May 14, 2025
SELL
N/A
-109,407 Reduced 32.7%
225,137 $4.49 Billion
Q4 2024

Feb 12, 2025
SELL
N/A
-87,155 Reduced 20.67%
334,544 $6.99 Billion
Q3 2024

Nov 12, 2024
SELL
N/A
-18,395 Reduced 4.18%
421,699 $8.34 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
440,094 New
440,094 $8.82 Billion
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