Purchases and Sales Made in Q3 2024 in Swiss Helvetia Fund, Inc. (SWZ)
This table provides information about the institutional ownership of Swiss Helvetia Fund, Inc. (SWZ) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
3.84K+ 1.18% |
$30.8K - $34.6K
|
328K
$2.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
180New |
$1.45K - $1.63K
|
180
$1.47K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 0.11% |
$804 - $903
|
91.9K
$753K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-246- 0.2% |
$1.98K - $2.22K
|
124K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.56K- 7.08% |
$12.5K - $14.1K
|
20.5K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-24.5K- 1.13% |
$197K - $221K
|
2.15M
$17.6M
|