# Herzfeld Credit Income Fund, Inc: overview

HERZ · Nasdaq · CIK 880406 · [Other](/sectors/other.md) · fiscal year ends Jun 30

Pages: [Overview](/companies/herz.md) · [Financials](/companies/herz/financials.md) · [Filings](/companies/herz/filings.md) · [Insiders](/companies/herz/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/herz/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Thomas J. Herzfeld Advisors, Inc.](/funds/1509510.md) | 2026-06-30 | $14.1m | 817,534 |  | Added +10,319 |
| [ENVESTNET ASSET MANAGEMENT INC](/funds/1407543.md) | 2026-06-30 | $4.6m | 268,909 |  | Added +17,880 |
| [CHOREO, LLC](/funds/1679031.md) | 2026-06-30 | $808.3k | 46,992 |  | Added +1,442 |
| [CSS LLC/IL](/funds/1103646.md) | 2026-06-30 | $653.2k | 37,977 |  | Reduced −9,819 |
| [Private Advisor Group, LLC](/funds/1567755.md) | 2026-06-30 | $353.5k | 20,550 |  | New +20,550 |
| [OSAIC HOLDINGS, INC.](/funds/1677044.md) | 2026-06-30 | $82.3k | 4,777 |  | Added +381 |
| [INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC](/funds/1818604.md) | 2026-06-30 | $65.7k | 3,842 |  | Reduced −200 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](/funds/1352860.md) | 2026-06-30 | $51.5k | 2,997 |  | Reduced −1,310 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $45.0k | 2,614 |  | Unchanged |
| [Rockefeller Capital Management L.P.](/funds/1739439.md) | 2026-06-30 | $19.1k | 1,112 |  | Added +30 |

## Recent filings

[All 645 filings](/companies/herz/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-26 | 16:30 ET | [DEF 14A](/filings/0001398344-26-018812.md) | Proxy statement, period 2026-12-08 | 0001398344-26-018812 |
| 2026-10-22 | 17:57 ET | [SCHEDULE 13D/A](/filings/0001398344-26-018647.md) | Ownership report, active investor, amended | 0001398344-26-018647 |
| 2026-10-22 | 17:53 ET | [SCHEDULE 13D/A](/filings/0001398344-26-018646.md) | Ownership report, active investor, amended | 0001398344-26-018646 |
| 2026-10-08 | 16:15 ET | [SCHEDULE 13D/A](/filings/0001398344-26-018039.md) | Ownership report, active investor, amended | 0001398344-26-018039 |
| 2026-10-08 | 16:15 ET | [SCHEDULE 13D/A](/filings/0001398344-26-018038.md) | Ownership report, active investor, amended | 0001398344-26-018038 |
| 2026-09-30 | 16:15 ET | [SCHEDULE 13D/A](/filings/0001398344-26-017616.md) | Ownership report, active investor, amended | 0001398344-26-017616 |
| 2026-09-28 | 16:15 ET | [SCHEDULE 13D/A](/filings/0001398344-26-017469.md) | Ownership report, active investor, amended | 0001398344-26-017469 |
| 2026-04-20 | 16:56 ET | [SCHEDULE 13D/A](/filings/0001398344-26-006731.md) | Ownership report, active investor, amended | 0001398344-26-006731 |
| 2026-04-20 | 16:50 ET | [SCHEDULE 13D/A](/filings/0001398344-26-006729.md) | Ownership report, active investor, amended | 0001398344-26-006729 |
| 2026-03-17 | 16:30 ET | [SCHEDULE 13D/A](/filings/0001398344-26-005324.md) | Ownership report, active investor, amended | 0001398344-26-005324 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 880406
- Tickers: HERZ
- Exchange: Nasdaq
- SIC code: not reported
- State of incorporation: MD
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 27, 2026, 16:01 ET. No prices; not investment advice.