SWZ Insider Trading

Insider Ownership Percentage: 0.03%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

The Swiss Helvetia Fund Insider Trading History Chart

This chart shows the insider buying and selling history at The Swiss Helvetia Fund by year and by quarter.

Skip ChartChart Data in Insider Trading History Table
2022202320242025$0bought$0soldQ1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1-$10k-$5k$0$5k$10kTotal Insider BuyingTotal Insider Selling

The Swiss Helvetia Fund Share Price & Price History

Current Price: $8.90
Price Change: Price Increase of +0.035 (0.40%)
As of 02/18/2025 04:59 PM ET

This chart shows the closing price history over time for SWZ up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
MarAprMayJunJulAugSepOctNovDecJanFeb$8.87Closing price on 02/17/25:

The Swiss Helvetia Fund Insider Trading History

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SEC Filings (Institutional Ownership Changes) for The Swiss Helvetia Fund (NYSE:SWZ)

41.12% of The Swiss Helvetia Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at SWZ by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table
2022202320242025$2.33Mbought$2.57MsoldQ1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1-$10M-$5M$0$5M$10MTotal InflowsTotal Outflows
The Swiss Helvetia Fund logo
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.
Read More on The Swiss Helvetia Fund

Today's Range

Now: $8.90
Low: $8.85
High: $8.91

50 Day Range

MA: $8.14
Low: $7.49
High: $8.87

52 Week Range

Now: $8.90
Low: $7.49
High: $9.14

Volume

50,171 shs

Average Volume

58,296 shs

Market Capitalization

$115.55 million

P/E Ratio

N/A

Dividend Yield

6.12%

Beta

0.82

Who are the major institutional investors of The Swiss Helvetia Fund?

The Swiss Helvetia Fund's top institutional investors include:
  1. Allspring Global Investments Holdings LLC — 15.14%
  2. Lazard Asset Management LLC — 5.54%
  3. 1607 Capital Partners LLC — 3.54%
  4. Saba Capital Management L.P. — 2.51%
  5. Gardner Russo & Quinn LLC — 2.22%
  6. Shaker Financial Services LLC — 1.94%
Learn More about top institutional investors of The Swiss Helvetia Fund stock.

Which major investors are selling The Swiss Helvetia Fund stock?

In the last quarter, SWZ stock was sold by these institutional investors:
  1. Allspring Global Investments Holdings LLC
  2. Shaker Financial Services LLC
  3. Lazard Asset Management LLC
  4. AQR Arbitrage LLC

Which major investors are buying The Swiss Helvetia Fund stock?

During the previous quarter, SWZ stock was purchased by institutional investors including:
  1. Saba Capital Management L.P.
  2. Envestnet Asset Management Inc.
  3. 1607 Capital Partners LLC
  4. Wolverine Asset Management LLC
  5. Logan Stone Capital LLC
  6. Bank of America Corp DE
  7. Sanctuary Advisors LLC
  8. Gardner Russo & Quinn LLC