Institutional Ownership Swiss Helvetia Fund, Inc. (SWZ)
This table provides information about the institutional ownership of Swiss Helvetia Fund, Inc. (SWZ). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 5.72 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,777
shares
|
$37,356
0.0% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 14, 2024 Q3 2024 |
3,270
shares
|
$25,571
0.01% of portfolio
|
Q2 2021
Added 717.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,877
shares
|
$22,498
0.0% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,581
shares
|
$20,183
0.0% of portfolio
|
Q4 2023
Reduced 59.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,550
shares
|
$19,941
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,829
shares
|
$14,302
0.0% of portfolio
|
Q1 2017
Reduced 38.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,068
shares
|
$8,351
0.0% of portfolio
|
Q2 2022
Reduced 0.93%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
951
shares
|
$7,436
0.0% of portfolio
|
Q4 2023
Reduced 34.32%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
835
shares
|
$6,529
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
708
shares
|
$5,536
0.0% of portfolio
|
Q3 2023
Reduced 86.35%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
180
shares
|
$1,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|