Purchases and Sales Made in Q2 2025 in Swiss Helvetia Fund, Inc. (SWZ)
This table provides information about the institutional ownership of Swiss Helvetia Fund, Inc. (SWZ) during Q2 2025. The information is specifically focused on institutions that hold shares of SWISS HELVETIA FUND, INC..
| 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
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.55K- 40.68% |
$15.7K - $23.9K
|
3.72K
$22.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.03K- 6.66% |
$24.7K - $37.8K
|
56.4K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.59K- 73.65% |
$34.3K - $52.4K
|
2K
$12.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-10.1K- 4.09% |
$62.1K - $94.9K
|
237K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-28.1K- 63.0% |
$172K - $263K
|
16.5K
$100K
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-39.2K- 27.27% |
$241K - $368K
|
105K
$635K
|
|
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-131K- 54.98% |
$802K - $1.22M
|
107K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-862K- 56.41% |
$5.29M - $8.09M
|
666K
$4.04M
|