Institutional Ownership Herzfeld Caribbean Basin Fund Inc (CUBA)
This table provides information about the institutional ownership of Herzfeld Caribbean Basin Fund Inc (CUBA). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 5.95 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
864
shares
|
$2,013
0.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
211
shares
|
$491
0.0% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1
shares
|
$2
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|