$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
$5.90
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 | 1 | 1 | $59,800.00 | 10,000 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 2 weeks | Buys | 2 | 3 | $89,944.00 | 15,024 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 1 month | Buys | 2 | 16 | $525,159.90 | 87,116 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 2 months | Buys | 3 | 29 | $802,642.65 | 133,236 | All Buys |
| Sells | 0 | 0 | - | - | ||
| 3 months | Buys | 3 | 29 | $802,642.65 | 133,236 | 2.70:1 |
| Sells | 1 | 17 | $296,899.91 | 47,468 | ||
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 |
|---|---|---|---|---|---|---|
| Feb 6, 2026 | GOLDSTEIN PHILLIP Director | Purchase | 10,000 | $6.07 | $60,700.00 | View Details |
| Feb 3, 2026 | Dakos Andrew Director | Purchase | 3,000 | $5.96 | $17,880.00 | View Details |
| Feb 4, 2026 | Dakos Andrew Director | Purchase | 2,000 | $6.04 | $12,080.00 | View Details |
| Feb 4, 2026 | Dakos Andrew Director | Purchase | 2,000 | $6.03 | $12,060.00 | View Details |
| Feb 4, 2026 | Dakos Andrew Director | Purchase | 2,000 | $6.02 | $12,040.00 | View Details |
| Feb 3, 2026 | Dakos Andrew Director | Purchase | 7,000 | $5.97 | $41,790.00 | View Details |
| Feb 3, 2026 | SELL MORITZ A Director | Purchase | 1,000 | $5.96 | $5,960.00 | View Details |
| Feb 2, 2026 | SELL MORITZ A Director | Purchase | 1,120 | $5.98 | $6,697.60 | View Details |
| Jan 30, 2026 | GOLDSTEIN PHILLIP Director | Purchase | 10,000 | $5.92 | $59,200.00 | View Details |
| Dec 30, 2025 | CSS LLC/IL 10% Owner | Sale | 7,000 | $6.25 | $43,750.00 | View Details |
| Dec 30, 2025 | CSS LLC/IL 10% Owner | Sale | 4,900 | $6.24 | $30,576.00 | View Details |
| Dec 29, 2025 | CSS LLC/IL 10% Owner | Sale | 3,000 | $6.27 | $18,810.00 | View Details |
| Dec 29, 2025 | CSS LLC/IL 10% Owner | Sale | 1,772 | $6.25 | $11,075.00 | View Details |
| Dec 30, 2025 | CSS LLC/IL 10% Owner | Sale | 100 | $6.25 | $625.50 | View Details |
| Dec 29, 2025 | CSS LLC/IL 10% Owner | Sale | 3,000 | $6.26 | $18,780.00 | View Details |
| Dec 30, 2025 | CSS LLC/IL 10% Owner | Sale | 196 | $6.27 | $1,228.92 | View Details |
| Dec 26, 2025 | CSS LLC/IL 10% Owner | Sale | 598 | $6.26 | $3,746.47 | View Details |
| Dec 23, 2025 | CSS LLC/IL 10% Owner | Sale | 1,400 | $6.25 | $8,750.00 | View Details |
| Dec 24, 2025 | CSS LLC/IL 10% Owner | Sale | 100 | $6.23 | $623.00 | View Details |
| Dec 26, 2025 | CSS LLC/IL 10% Owner | Sale | 300 | $6.25 | $1,876.50 | View Details |
Showing 21โ40 of 48 transactions
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: