CUBA (Herzfeld Caribbean Basin Fund) Institutional Ownership : 34.25% (As of Dec. 13, 2024)

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What is Herzfeld Caribbean Basin Fund Institutional Ownership?

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Herzfeld Caribbean Basin Fund's institutional ownership is 34.25%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Herzfeld Caribbean Basin Fund's Insider Ownership is 14.03%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Herzfeld Caribbean Basin Fund's Float Percentage Of Total Shares Outstanding is 69.67%.

Herzfeld Caribbean Basin Fund Institutional Ownership Historical Data

The historical data trend for Herzfeld Caribbean Basin Fund's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Herzfeld Caribbean Basin Fund Institutional Ownership Chart

Herzfeld Caribbean Basin Fund Historical Data

The historical data trend for Herzfeld Caribbean Basin Fund can be seen below:

	2024-02-29	2024-03-31	2024-04-30	2024-05-31	2024-06-30	2024-07-31	2024-08-31	2024-09-30	2024-10-31	2024-11-30
Institutional Ownership	19.53	21.24	21.24	21.39	5.05	5.21	5.21	5.20	5.20	5.20

Herzfeld Caribbean Basin Fund Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

Herzfeld Caribbean Basin Fund Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Herzfeld Caribbean Basin Fund Inc (NAS:CUBA) » Definitions » Institutional Ownership

Comparable Companies

Traded in Other Exchanges

N/A

Address

119 Washington Avenue, Suite 504, Miami Beach, FL, USA, 33139

Website

https://www.herzfeld.com

Herzfeld Caribbean Basin Fund Inc operates as a closed-end management investment company. The company's investment objective is to obtain long-term capital appreciation. The firm offers customized discretionary account management and fund management services to individual and institutional investors. The fund invests in equity and equity-linked securities of public and private companies, including United States-based companies, whose securities are traded principally on a stock exchange in a Caribbean Basin Country. The fund's revenue source is through the dividends it receives. Its investments are geographically allocated in the United States followed by Mexico, Puerto Rico, and other countries.

Executives

Thomas J Herzfeld	director, officer: President	THE HERZFELD CARIBBEAN BASIN FUND INC, 119 WASHINGTON AVENUE, SUITE 504, MIAMI BEACH FL 33139
Erik Mervin Herzfeld	officer: Portfolio Manager	THE HERZFELD CARIBBEAN BASIN FUND INC., 119 WASHINGTON AVE. SUITE 504, MIAMI BEACH FL 33139
Ryan M Paylor	other: Portfolio Manager	THE HERZFELD CARIBBEAN BASIN FUND INC., 119 WASHINGTON AVE., SUITE 504, MIAMI BEACH FL 33139
Cecilia L Gondor	officer: Secretary/Treasurer	THE HERZFELD CARIBBEAN BASIN FUND INC, 119 WASHINGTON AVENUE, SUITE 504, MIAMI BEACH FL 33139
Phillip Goldstein	10 percent owner	60 HERITAGE DRIVE, PLEASANTVILLE NY 10570
Zachary Paul Richmond	officer: Treasurer	C/O ULTIMUS FUND SOLUTIONS, LLC, 225 PICTORIA DRIVE, SUITE 450, CINCINNATI OH 45246
Alice Tham	officer: Secretary	C/O THOMAS J. HERZFELD ADVISORS, INC., 119 WASHINGTON AVE., SUITE 504, MIAMI BEACH FL 33139
Thomas K Morgan	officer: CCO	C/O THOMAS J. HERZFELD ADVISORS, INC., 119 WASHINGTON AVE, MIAMI BEACH FL 33139
Jose Raphael Oro	other: Access Person	17 OLD ORCHARD ROAD, NORTH HAVEN CT 06473
Teofilo Abraham Babun	other: Access Person	119 WASHINGTON AVENUE, SUITE 504, MIAMI BEACH FL 33139
Kay W Tatum	director	122 SEVILLA AVE, APT 1713, CORAL GABLES FL 33134
Lee Reanna J.m.	officer: Secretary/Treasurer/CCO	119 WASHINGTON AVE, STE 504, MIAMI BEACH FL 33139
John A Gelety	director	THE HERZFELD CARIBBEAN BASIN FUND INC., 119 WASHINGTON AVE., SUITE 504, MIAMI BEACH FL 33139
Ann S Lieff	director	THE HERZFELD CARIBBEAN BASIN FUND INC., 119 WASHINGTON AVE., SUITE 504, MIAMI BEACH FL 33139
Michael A Rubin	director	420 SOUTH DIXIE HIGHWAY, STE 4-B, CORAL GABLES FL 33176