Latest Institutional Sells of Swiss Helvetia Fund, Inc. (SWZ)

SWZ Quotes by TradingView

This list provides information on the latest institutional transactions involving Swiss Helvetia Fund, Inc. (SWZ) stock that were sells. 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 sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 18, 2024 Q3 2024
Allspring Global Investments Holdings, LLC

SELL
 -
-24.5K
- 1.13%
$197K - $221K
2.15M $16.2M
Nov 13, 2024 Q3 2024
Karpus Management, Inc.

Pittsford, NY
SELL
 -
-13.6K
- 6.01%
$109K - $123K
212K $1.6M
Nov 14, 2024 Q3 2024
Aqr Arbitrage LLC

Greenwich, CT
SELL
 -
-11.1K
- 21.93%
$88.9K - $99.9K
39.4K $296K
Nov 14, 2024 Q3 2024
Css LLC

Chicago, IL
SELL
 -
-10.9K
- 3.62%
$87.6K - $98.4K
290K $2.19M
Nov 14, 2024 Q3 2024
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-5.94K
- 33.43%
$47.8K - $53.7K
11.8K $89.1K
Nov 14, 2024 Q3 2024
Ubs Group Ag

SELL
 -
-1.85K
- 2.59%
$14.9K - $16.7K
69.5K $524K
Oct 07, 2024 Q3 2024
Dynamic Advisor Solutions LLC

SELL
 -
-1.56K
- 7.08%
$12.5K - $14.1K
20.5K $154K
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-499
- 9.46%
$4.01K - $4.51K
4.78K $36K
Oct 18, 2024 Q3 2024
Commonwealth Equity Services, LLC

SELL
 -
-246
- 0.2%
$1.98K - $2.22K
124K $933K
Q2 2024
Aug 09, 2024 Q2 2024
City Of London Investment Management CO LTD

London, X0
SELL
 -
-29.4K
- 39.14%
$220K - $243K
45.7K $344K
Q1 2024
Apr 24, 2024 Q1 2024
Blue Bell Private Wealth Management, LLC

SELL
 -
-605
- 0.66%
$4.71K - $4.99K
91.3K $688K
Q4 2023
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-3.72K
- 59.02%
$26.5K - $30.5K
2.58K $19.4K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-497
- 34.32%
$3.54K - $4.08K
951 $7.16K
Q3 2023
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-4.48K
- 86.35%
$33.9K - $38.3K
708 $5.33K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.83K
- 14.17%
$13.8K - $15.7K
11.1K $83.6K
Q1 2023
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-7.65K
- 14.47%
$57.6K - $62.8K
45.2K $340K
Q4 2022
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-450
- 3.45%
$2.97K - $3.62K
12.6K $94.9K
Q2 2022
Aug 12, 2022 Q2 2022
Cornerstone Advisors, LLC

Asheville, NC
SELL
 -
-38.3K
Closed
$286K - $361K
0 $0
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-292
Closed
$2.18K - $2.75K
0 $0
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-10
- 0.93%
$74.6 - $94.2
1.07K $8.04K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-4
Closed
$29.8 - $37.7
0 $0
Q1 2022
May 16, 2022 Q1 2022
Walleye Trading LLC

Plymouth, MN
SELL
 -
-10.8K
Closed
$89.1K - $109K
0 $0
May 05, 2022 Q1 2022
National Bank Of Canada

SELL
 -
-1
Closed
$8.22 - $10.1
0 $0
Q4 2021
Feb 04, 2022 Q4 2021
Matisse Capital

SELL
 -
-292K
Closed
$2.66M - $2.9M
0 $0
Q3 2021
Nov 01, 2021 Q3 2021
Whittier Trust CO

SELL
 -
-1.94K
Closed
$17.7K - $19.5K
0 $0
Q1 2021
May 10, 2021 Q1 2021
Kestra Advisory Services, LLC

SELL
 -
-2.38K
- 15.58%
$20.6K - $22.2K
12.9K $97K
Q4 2020
Feb 16, 2021 Q4 2020
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-10.4K
Closed
$79.9K - $93.9K
0 $0
Q3 2020
Nov 10, 2020 Q3 2020
Rmb Capital Management, LLC

SELL
 -
-59.3K
Closed
$468K - $511K
0 $0
Nov 05, 2020 Q3 2020
Smith, Salley & Associates

SELL
 -
-19.9K
Closed
$157K - $172K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Rivernorth Capital Management, LLC

West Palm Beach, FL
SELL
 -
-789K
Closed
$5.39M - $6.31M
0 $0
Aug 13, 2020 Q2 2020
Geode Capital Management, LLC

Boston, MA
SELL
 -
-23.9K
Closed
$163K - $191K
0 $0
Jul 14, 2020 Q2 2020
Vista Wealth Management Group, LLC

SELL
 -
-12.4K
Closed
$84.7K - $99.1K
0 $0
Feb 13, 2024 Q2 2020
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-307
Closed
$2.1K - $2.45K
0 $0
Aug 03, 2020 Q2 2020
Bartlett & Co. LLC

SELL
 -
-307
Closed
$2.1K - $2.45K
0 $0
Q1 2020
Apr 28, 2020 Q1 2020
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-16.7K
Closed
$99.3K - $148K
0 $0
Apr 24, 2020 Q1 2020
Total Clarity Wealth Management, Inc.

SELL
 -
-2.23K
Closed
$13.3K - $19.7K
0 $0
Apr 20, 2020 Q1 2020
Engrave Wealth Partners LLC

SELL
 -
-800
Closed
$4.76K - $7.07K
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-4.45K
Closed
$34.9K - $37.4K
0 $0
Q3 2019
Oct 11, 2019 Q3 2019
Alpine Global Management, LLC

New York, NY
SELL
 -
-279K
Closed
$2.16M - $2.27M
0 $0
Nov 13, 2019 Q3 2019
Private Capital Group, LLC

SELL
 -
-13
Closed
$101 - $106
0 $0
Q2 2019
Jul 19, 2019 Q2 2019
Regions Financial Corp

SELL
 -
-1.79K
Closed
$13.3K - $14.2K
0 $0
Aug 13, 2019 Q2 2019
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-129
Closed
$961 - $1.02K
0 $0
Q1 2019
May 15, 2019 Q1 2019
Weiss Asset Management LP

Boston, MA
SELL
 -
-41.8K
Closed
$287K - $328K
0 $0
Apr 30, 2019 Q1 2019
Sol Capital Management CO

SELL
 -
-10.5K
Closed
$72.2K - $82.3K
0 $0
Q4 2018
Jan 29, 2019 Q4 2018
John G Ullman & Associates Inc

SELL
 -
-295K
Closed
$1.99M - $2.51M
0 $0
Feb 14, 2019 Q4 2018
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-107K
Closed
$724K - $911K
0 $0
Feb 15, 2019 Q4 2018
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-33.3K
Closed
$225K - $283K
0 $0
Feb 12, 2019 Q4 2018
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-32.7K
Closed
$221K - $278K
0 $0
Jan 22, 2019 Q4 2018
Dakota Wealth Management

SELL
 -
-25.8K
Closed
$175K - $220K
0 $0

Track Institutional and Insider Activities on SWZ

Follow SWISS HELVETIA FUND, INC. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SWZ shares.

Notify only if

Insider Trading

Get notified when an Swiss Helvetia Fund, Inc. insider buys or sells SWZ shares.

Notify only if

News

Receive news related to SWISS HELVETIA FUND, INC.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SWZ