The company
Herzfeld Credit Income Fund, Inc. - Closed End Fund
HERZ · Nasdaq
HERZ stood above a rising 150-day average in 4 of the last 52 weekly readings, and has been out of that trend for the last 43 weeks. It is 10.4% below that average now. Financials: 51% of its 740 stocks in an uptrend (−2 points in four weeks).
Statistics
- Rotation
- not in the set
- Weeks in an uptrend
- out for 43
- Insider buys, 12 months
- $384K
- Insider sales, 12 months
- $0
- Officials’ trades on record
- 0
- Institutions holding
- 14 (+3)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 4 of 52 weeks.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
No member of Congress or official has disclosed a trade in it.
Insiders
| Who | Did | Shares | Traded |
|---|---|---|---|
| Thomas J. HerzfeldOther | bought | 3,610at $16.01 | 15 Apr 2026filed 17 Apr 2026 |
| Ryan M. PaylorOther | bought | 390at $16.01 | 15 Apr 2026filed 17 Apr 2026 |
| Thomas J. HerzfeldOther | bought | 2,974at $15.50 | 27 Mar 2026filed 31 Mar 2026 |
| Ryan M. PaylorOther | bought | 96at $15.50 | 27 Mar 2026filed 17 Apr 2026 |
| Thomas J. HerzfeldOther | bought | 1,276at $15.81 | 3 Mar 2026filed 4 Mar 2026 |
| Ryan M. PaylorOther | bought | 40at $15.81 | 3 Mar 2026filed 4 Mar 2026 |
| Thomas J. HerzfeldOther | bought | 3,760at $15.32 | 2 Mar 2026filed 4 Mar 2026 |
| Ryan M. PaylorOther | bought | 112at $15.32 | 2 Mar 2026filed 4 Mar 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| Thomas J. Herzfeld Advisors, Inc.added · filed 10 Aug 2026 | 817,534$14.1M | +10,319+1.3% |
| ENVESTNET ASSET MANAGEMENT INCadded · filed 3 Aug 2026 | 268,909$4.6M | +17,880+7.1% |
| CHOREO, LLCadded · filed 4 Aug 2026 | 46,992$808K | +1,442+3.2% |
| CSS LLCreduced · filed 14 Aug 2026 | 37,977$653K | -9,819−20.5% |
| Private Advisor Group, LLCnew · filed 27 Jul 2026 | 20,550$353K | +20,550 |
| OSAIC HOLDINGS, INC.added · filed 14 Aug 2026 | 4,777$82K | +381+8.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCreduced · filed 22 Jul 2026 | 3,842$66K | -200−4.9% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCreduced · filed 6 Aug 2026 | 2,997$52K | -1,310−30.4% |
| MORGAN STANLEYunchanged · filed 13 Aug 2026 | 2,614$45K | 00.0% |
| Rockefeller Capital Management L.P.added · filed 13 Aug 2026 | 1,112$19K | +30+2.8% |
News
No headline names it lately.
Everyone who traded it
Same industry
No other stock in its industry this week.
Government contracts
No federal award is tied to it.
From its SEC filings
No ratio computed from its SEC filings yet.
Analyst forecasts
No analyst forecasts yet.