CUBA Smart Money
The Herzfeld Caribbean Basin Fund Inc.
1W: -1.3%
1M: -8.7%
3M: +0.4%
1Y: +17.8%
3Y: -8.3%
5Y: +45.0%
$2.52
Last traded 2025-07-31 — delisted
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🏦 Institutional Activity
Latest: Q1 202615
Institutions Holding
-8 vs prior
0.0%
Ownership
-49.08%
0
New
0
Increased
15
Reduced
15
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025-06-30 | TATUM KAY W | director | J-Other | 282 | $2.46 | $694 | Filing |
| 2025-06-30 | HERZFELD THOMAS J | other | J-Other | 90,313 | $2.46 | $222K | Filing |
| 2025-06-30 | Herzfeld Erik Mervin | officer: president | J-Other | 55,241 | $2.46 | $136K | Filing |
| 2025-06-30 | Paylor Ryan M | other | J-Other | 4,358 | $2.46 | $11K | Filing |
| 2025-06-30 | Herzfeld Brigitta Suzanne | director | J-Other | 7,009 | $2.46 | $17K | Filing |
| 2025-06-30 | Gelety John A | director | J-Other | 775 | $2.46 | $2K | Filing |
| 2025-06-30 | GONDOR CECILIA L | director | J-Other | 2,357 | $2.46 | $6K | Filing |
| 2025-06-30 | LIEFF ANN S | director | J-Other | 3,756 | $2.46 | $9K | Filing |
| 2025-04-07 | HERZFELD THOMAS J | other | P-Purchase | 1,706 | $2.40 | $4K | Filing |
| 2025-04-01 | HERZFELD THOMAS J | other | P-Purchase | 781 | $2.65 | $2K | Filing |
| 2025-04-01 | Herzfeld Brigitta Suzanne | director | P-Purchase | 1,294 | $2.65 | $3K | Filing |
| 2025-03-31 | Herzfeld Brigitta Suzanne | director | P-Purchase | 607 | $2.59 | $2K | Filing |
| 2025-03-31 | HERZFELD THOMAS J | other | P-Purchase | 470 | $2.59 | $1K | Filing |
| 2025-03-28 | Herzfeld Brigitta Suzanne | director | P-Purchase | 322 | $2.61 | $840 | Filing |
| 2025-03-28 | HERZFELD THOMAS J | other | P-Purchase | 394 | $2.61 | $1K | Filing |
| 2025-03-25 | HERZFELD THOMAS J | other | P-Purchase | 2,150 | $2.70 | $6K | Filing |
| 2025-03-25 | Herzfeld Brigitta Suzanne | director | P-Purchase | 1,691 | $2.70 | $5K | Filing |
| 2025-03-24 | HERZFELD THOMAS J | other | P-Purchase | 1,674 | $2.70 | $5K | Filing |
| 2025-03-24 | Paylor Ryan M | other | P-Purchase | 20,000 | $2.69 | $54K | Filing |
| 2025-03-24 | Herzfeld Brigitta Suzanne | director | P-Purchase | 815 | $2.69 | $2K | Filing |
| 2025-03-14 | HERZFELD THOMAS J | other | P-Purchase | 987 | $2.64 | $3K | Filing |
| 2025-03-14 | Herzfeld Brigitta Suzanne | director | P-Purchase | 1,430 | $2.64 | $4K | Filing |
| 2025-03-13 | HERZFELD THOMAS J | other | P-Purchase | 1,252 | $2.61 | $3K | Filing |
| 2025-03-13 | HERZFELD THOMAS J | other | P-Purchase | 1,252 | $2.61 | $3K | Filing |
| 2025-03-13 | Herzfeld Brigitta Suzanne | director | P-Purchase | 336 | $2.61 | $877 | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
15 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| CHOREO, LLC | 0 | $0K | -417,489 | 2026-03-31 | Filing |
| Corient Private Wealth LLC | 0 | $0K | -27,619 | 2026-03-31 | Filing |
| OSAIC HOLDINGS, INC. | 0 | $0K | -55,888 | 2026-03-31 | Filing |
| Kestra Advisory Services, LLC | 0 | $0K | -10,563 | 2026-03-31 | Filing |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0 | $0K | -39,132 | 2026-03-31 | Filing |
| MORGAN STANLEY | 0 | $0K | -20,638 | 2026-03-31 | Filing |
| CoreCap Advisors, LLC | 0 | $0K | -222 | 2026-03-31 | Filing |
| INTERNATIONAL ASSETS INVESTMENT MANAGEME | 0 | $0K | -20,021 | 2026-03-31 | Filing |
| WELLS FARGO & COMPANY/MN | 0 | $0K | -1 | 2026-03-31 | Filing |
| Hunting Hill Global Capital, LLC | 0 | $0K | -40,401 | 2026-03-31 | Filing |
| ROYAL BANK OF CANADA | 0 | $0K | -4,087 | 2026-03-31 | Filing |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0K | -5,841,928 | 2026-03-31 | Filing |
| JPMORGAN CHASE & CO | 0 | $0K | -2,867 | 2026-03-31 | Filing |
| Cetera Investment Advisers | 0 | $0K | -24,598 | 2026-03-31 | Filing |
| ENVESTNET ASSET MANAGEMENT INC | 0 | $0K | -2,170,290 | 2026-03-31 | Filing |