Herzfeld Credit Income Fund, Inc
Total Trades
2
Buys
2
Sells
0
Largest Trade
$50K–$100K
Insiders
2
Institutional Funds
11
Inst. Value
$1M+
Activist Filings
42
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Paylor Ryan M | Insider | BUY | $1K–$15K | 152 | $15.45 | Mar 4, 2026 |
| HERZFELD THOMAS J | Insider | BUY | $50K–$100K | 5K | $15.44 | Mar 4, 2026 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 11 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 5.8M | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 2.2M | $1M+ | SH |
| CHOREO, LLC | 417K | $1M+ | SH |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 39K | $50K–$100K | SH |
| Cetera Investment Advisers | 25K | $50K–$100K | SH |
| MORGAN STANLEY | 21K | $15K–$50K | SH |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20K | $15K–$50K | SH |
| Kestra Advisory Services, LLC | 11K | $15K–$50K | SH |
| JPMORGAN CHASE & CO | 3K | $1K–$15K | SH |
| CoreCap Advisors, LLC | 222 | <$1K | SH |
| WELLS FARGO & COMPANY/MN | 1 | <$1K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13D/A · Feb 10, 2026
37.9%
7.4M shares
SC 13D/A · Feb 10, 2026
43.8%
8.5M shares
SC 13D/A · Jan 8, 2026
38.0%
7.4M shares
SC 13D/A · Jan 2, 2026
44.2%
8.6M shares
SC 13D/A · Dec 29, 2025
39.0%
6.3M shares
SC 13D/A · Dec 22, 2025
45.4%
7.3M shares
SC 13D/A · Dec 16, 2025
40.3%
6.5M shares
SC 13D/A · Dec 11, 2025
46.4%
7.5M shares
SC 13G/A · May 14, 2025
0.0%
0 shares
SC 13D/A · May 13, 2025
41.3%
6.5M shares
SC 13D/A · May 13, 2025
47.6%
7.5M shares
SC 13D/A · Apr 9, 2025
40.1%
6.3M shares
SC 13D/A · Apr 9, 2025
46.4%
7.3M shares
SC 13G/A · Apr 7, 2025
0.0%
6K shares
SC 13D/A · Mar 27, 2025
45.4%
7.1M shares
SC 13D/A · Mar 26, 2025
39.1%
6.2M shares
SC 13D/A · Mar 18, 2025
43.1%
6.9M shares
SC 13D/A · Mar 14, 2025
36.5%
5.7M shares
SC 13D/A · Mar 14, 2025
42.1%
6.7M shares
SC 13D/A · Mar 13, 2025
33.7%
5.3M shares
SC 13D/A · Mar 13, 2025
39.9%
6.3M shares
SC 13D/A · Mar 11, 2025
38.8%
6.1M shares
SC 13D/A · Mar 11, 2025
32.6%
5.1M shares
SC 13D/A · Mar 10, 2025
29.1%
4.6M shares
SC 13D/A · Mar 10, 2025
35.9%
5.6M shares
SC 13D/A · Mar 6, 2025
34.1%
5.4M shares
SC 13D/A · Mar 6, 2025
26.9%
4.2M shares
SC 13G · Feb 7, 2025
5.0%
790K shares
SC 13D/A · Nov 25, 2024
24.9%
3.9M shares
SC 13D/A · May 6, 2024
18.8%
2.8M shares
SC 13D/A · Mar 27, 2024
26.0%
3.9M shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
SC 13G · Feb 15, 2024
12.4%
823K shares
SC 13G · Feb 14, 2024
5.6%
899K shares
SC 13D/A · Dec 29, 2023
19.9%
3.2M shares
SC 13D/A · Dec 29, 2023
27.1%
4.4M shares
SC 13D/A · Jan 31, 2023
15.3%
1.0M shares
SC 13D/A · Jan 31, 2023
10.1%
672K shares
SC 13D/A · Nov 22, 2022
11.2%
717K shares
SC 13D/A · Nov 22, 2022
16.4%
1.1M shares
SC 13D/A · Oct 7, 2022
13.1%
884K shares
SC 13D/A · Oct 7, 2022
18.6%
1.3M shares
SC 13G/A · Jan 31, 2022
2.9%
166K shares