Latest Institutional Purchases of Swiss Helvetia Fund, Inc. (SWZ)
This list provides information on the latest institutional transactions involving Swiss Helvetia Fund, Inc. (SWZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
625K+ 1394.31% |
$3.84M - $5.86M
|
670K
$4.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
147K+ 39.0% |
$904K - $1.38M
|
525K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
145K+ 3026.21% |
$892K - $1.36M
|
150K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
141K+ 48.0% |
$865K - $1.32M
|
434K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
109K+ 362.97% |
$671K - $1.02M
|
139K
$846K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
54.3K+ 63.04% |
$333K - $509K
|
140K
$852K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.3K+ 23.49% |
$180K - $275K
|
154K
$936K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
23.8K+ 23.77% |
$146K - $223K
|
124K
$752K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
19.2KNew |
$118K - $181K
|
19.2K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$117K - $179K
|
19.1K
$116K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
14.5KNew |
$88.8K - $136K
|
14.5K
$87.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
12KNew |
$73.7K - $113K
|
12K
$72.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
10.5KNew |
$64.7K - $98.9K
|
10.5K
$64K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
$62.6K - $95.6K
|
10.2K
$61.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.75KNew |
$53.7K - $82.1K
|
8.75K
$53.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.01K+ 7.15% |
$43K - $65.7K
|
105K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.94K+ 46.16% |
$36.5K - $55.7K
|
18.8K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
2.89K+ 1.2% |
$17.8K - $27.1K
|
245K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25K+ 9.16% |
$7.69K - $11.8K
|
14.9K
$90.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
255+ 2.8% |
$1.57K - $2.39K
|
9.36K
$56.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
30.1KNew |
$228K - $278K
|
30.1K
$183K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.8K+ 9.92% |
$112K - $137K
|
164K
$997K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.8KNew |
$238K - $284K
|
31.8K
$193K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.86K+ 7.53% |
$51.4K - $61.2K
|
97.9K
$594K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224+ 1.27% |
$1.68K - $2K
|
17.9K
$109K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
33.4KNew |
$250K - $276K
|
33.4K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
24.1KNew |
$181K - $200K
|
24.1K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13KNew |
$97.6K - $108K
|
13K
$79K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.96K+ 51.87% |
$59.7K - $65.8K
|
23.3K
$141K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.9KNew |
$140K - $148K
|
17.9K
$109K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
835New |
$6.5K - $6.89K
|
835
$5.07K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
16KNew |
$106K - $129K
|
16K
$97.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.06KNew |
$7.03K - $8.7K
|
1.06K
$6.42K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.54KNew |
$11.5K - $14.5K
|
1.54K
$9.32K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
33.4KNew |
$296K - $333K
|
33.4K
$203K
|
|
|
Aug 13, 2021
Q2 2021
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
2.87K+ 717.5% |
$25.5K - $28.7K
|
3.27K
$19.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
1.73KNew |
$15.4K - $17.3K
|
1.73K
$10.5K
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Capital Investment Counsel, Inc
|
BUY
|
- |
15KNew |
$103K - $117K
|
15K
$90.8K
|
|
|
Apr 17, 2019
Q1 2019
|
Tompkins Financial Corp
|
BUY
|
- |
50+ 7.69% |
$344 - $392
|
700
$4.25K
|
|
| Q4 2018 | |||||||
|
Jan 29, 2019
Q4 2018
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.6K+ 46.43% |
$37.8K - $47.6K
|
17.7K
$107K
|
|