Institutional shares held 5.67 Million
0 calls
0 puts
Total value of holdings $13.9M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 32


Latest Institutional Activity in CUBA

Top Purchases

Q3 2024
Thomas J. Herzfeld Advisors, Inc. Shares Held: 2.53M ($6.43M)
Q3 2024
Twin Focus Capital Partners, LLC Shares Held: 64.1K ($163K)
Q3 2024
Blue Bell Private Wealth Management, LLC Shares Held: 289K ($734K)
Q3 2024
Everstar Asset Management, LLC Shares Held: 47.2K ($120K)
Q3 2024
Citadel Advisors LLC Shares Held: 42.7K ($108K)

Top Sells

Q3 2024
Yakira Capital Management, Inc. Shares Held: 105K ($267K)
Q3 2024
Landscape Capital Management, L.L.C. Shares Held: 66K ($168K)
Q3 2024
Royal Bank Of Canada Shares Held: 9.4K ($23.9K)
Q3 2024
Wells Fargo & Company Shares Held: 0 ($0)
Q1 2024
Lincoln National Corp Shares Held: 81.9K ($208K)

About CUBA

The Herzfeld Caribbean Basin Fund Inc. is a closed-ended equity mutual fund launched by Thomas J. Herzfeld Advisors, Inc. The fund is managed by Herzfeld/Cuba. It invests in the public equity markets of the United States. The fund employing fundamental analysis investing in stocks of companies that are likely to benefit from economic, political, structural and technological developments in the countries in the Caribbean Basin, which consist of Cuba, Jamaica, Trinidad and Tobago, the Bahamas, the Dominican Republic, Barbados, Aruba, Haiti, the Netherlands Antilles, the Commonwealth of Puerto Rico, Mexico, Honduras, Guatemala, Belize, Costa Rica, Panama, Colombia and Venezuela. It invests in stocks of companies operating across diversified sectors. The Herzfeld Caribbean Basin Fund Inc. was formed on March 10, 1992 and is domiciled in the United States.


Insider Transactions at CUBA

Insider Transaction List

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
272K Shares
From 8 Insiders
Other acquisition or disposition 268K shares
Grant, award, or other acquisition 4.05K shares
Sell / Disposition
442K Shares
From 4 Insiders
Sale (or disposition) back to the issuer 442K shares

Track Institutional and Insider Activities on CUBA

Follow HERZFELD CARIBBEAN BASIN 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 CUBA shares.

Notify only if

Insider Trading

Get notified when an Herzfeld Caribbean Basin Fund Inc insider buys or sells CUBA shares.

Notify only if

News

Receive news related to HERZFELD CARIBBEAN BASIN FUND INC

Track Activities on CUBA