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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
809K+ 112.49% |
$6.13M - $7.46M
|
1.53M
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
87.4K+ 30.1% |
$661K - $806K
|
378K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
44.8KNew |
$339K - $413K
|
44.8K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
30.1KNew |
$228K - $278K
|
30.1K
$190K
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
30.1KNew |
$228K - $278K
|
30.1K
$190K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.8K+ 9.92% |
$112K - $137K
|
164K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
8.03K+ 8.72% |
$60.8K - $74K
|
100K
$631K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.69K+ 7.32% |
$50.6K - $61.6K
|
98K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
4.8KNew |
$36.3K - $44.3K
|
4.8K
$30.2K
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
4.6K+ 1.59% |
$34.8K - $42.4K
|
293K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.38% |
$182 - $221
|
6.27K
$39.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
31.8KNew |
$238K - $284K
|
31.8K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.1KNew |
$150K - $179K
|
20.1K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.8K+ 375.22% |
$80.9K - $96.4K
|
13.7K
$86.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.86K+ 7.53% |
$51.4K - $61.2K
|
97.9K
$617K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224+ 1.27% |
$1.68K - $2K
|
17.9K
$113K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
480+ 0.2% |
$3.86K - $4.33K
|
237K
$1.5M
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
33.4KNew |
$250K - $276K
|
33.4K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
24.1KNew |
$181K - $200K
|
24.1K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13KNew |
$97.6K - $108K
|
13K
$82K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.96K+ 51.87% |
$59.7K - $65.8K
|
23.3K
$147K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.9KNew |
$140K - $148K
|
17.9K
$113K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
835New |
$6.5K - $6.89K
|
835
$5.26K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
16KNew |
$106K - $129K
|
16K
$101K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.06KNew |
$7.03K - $8.7K
|
1.06K
$6.66K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.54KNew |
$11.5K - $14.5K
|
1.54K
$9.68K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
33.4KNew |
$296K - $333K
|
33.4K
$210K
|
|
|
Aug 13, 2021
Q2 2021
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
2.87K+ 717.5% |
$25.5K - $28.7K
|
3.27K
$20.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
1.73KNew |
$15.4K - $17.3K
|
1.73K
$10.9K
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Capital Investment Counsel, Inc
|
BUY
|
- |
15KNew |
$103K - $117K
|
15K
$94.3K
|
|
|
Apr 17, 2019
Q1 2019
|
Tompkins Financial Corp
|
BUY
|
- |
50+ 7.69% |
$344 - $392
|
700
$4.41K
|
|
| Q4 2018 | |||||||
|
Jan 29, 2019
Q4 2018
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.6K+ 46.43% |
$37.8K - $47.6K
|
17.7K
$111K
|
|