$SWZ
Swiss Helvetia Fund is a non-diversified, closed-end investment company whose objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The Fund also may acquire and hold equity and equity-linked securities of non-Swiss companies in limited instances.
Financial Services
Sector
Asset Management
Industry
Frederick Skillin
CEO
$5.79
Current Price
$78.59M
Market Cap
Insider Activity Statistics
Aggregated buying and selling activity by time period
| Period | Type | Insiders | Transactions | Value | Shares | Buy/Sell Ratio |
|---|---|---|---|---|---|---|
| 1 week | Buys | 0 | 0 | - | - | - |
| Sells | 0 | 0 | - | - | ||
| 2 weeks | Buys | 0 | 0 | - | - | - |
| Sells | 0 | 0 | - | - | ||
| 1 month | Buys | 0 | 0 | - | - | - |
| Sells | 0 | 0 | - | - | ||
| 2 months | Buys | 3 | 6 | $155,980.51 | 27,000 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 3 months | Buys | 4 | 9 | $192,101.21 | 33,066 | All Buys |
| Sells | 0 | 0 | - | - | ||
See activity going back 12 months โ create a free account | ||||||
Insider Transactions
Recent purchases and sales by company insiders
| Date | Insider | Type | Shares | Price | Value | Actions |
|---|---|---|---|---|---|---|
| Oct 8, 2026 | GOLDSTEIN PHILLIP Director | Purchase | 5,000 | $5.73 | $28,637.00 | View Details |
| Sep 28, 2026 | SELL MORITZ A Director | Purchase | 2,000 | $5.76 | $11,530.00 | View Details |
| Sep 28, 2026 | Dakos Andrew Director | Purchase | 9,000 | $5.77 | $51,930.00 | View Details |
| Sep 28, 2026 | Dakos Andrew Director | Purchase | 1,000 | $5.76 | $5,760.00 | View Details |
| Sep 25, 2026 | Dakos Andrew Director | Purchase | 7,649 | $5.81 | $44,440.69 | View Details |
| Sep 25, 2026 | Dakos Andrew Director | Purchase | 2,351 | $5.82 | $13,682.82 | View Details |
| Aug 31, 2026 | SELL MORITZ A Director | Purchase | 3,000 | $5.98 | $17,940.00 | View Details |
| Aug 21, 2026 | Das Rajeev P Secretary | Purchase | 1,700 | $5.93 | $10,080.32 | View Details |
| Aug 24, 2026 | Das Rajeev P Secretary | Purchase | 1,366 | $5.93 | $8,100.38 | View Details |
88 more transactions available โ create a free account to see 12 months of history | ||||||
Upcoming Earnings
Scheduled earnings reports
No upcoming earnings scheduled
Past Earnings
Historical earnings results
No past earnings data available
Related Activity
Cross-company insider connections and cluster buy signals
Cluster Buy Signals
$SWZ appeared in 2 cluster buy signals:
Insiders Also Active At
Insiders at this company also hold positions or have traded at these companies: