Swiss Helvetia Fund Ownership & Insider Activity

Swiss Helvetia Fund (SWZ) institutional and insider ownership, recent insider transactions and ownership breakdown.

Insiders own 1.7% of shares outstanding. Institutional investors hold 9.7%. Over the past 90 days, insiders made 8 purchases worth $222K.

Shares Outstanding

16.974M

Shares Float

14.856M

Insider Shares Owned

216.387K

Insider % Owned

1.7%

Institutional Shares Held

1.260M

Institutional % Held

9.7%

Ownership Breakdown

Net Insider Activity by Month

Purchases (90d)

$222K total

Sales (90d)

Net Activity

Net Buying

Net Value (90d)

$222K

Swiss Helvetia Fund Insider Transactions (Last 6 Months)

Date	Insider	Title	Type	Shares	Price	Value
Oct 1, 2026	Phillip Goldstein	SECRETARY	BUY	5.015K	$5.73	$29K
Sep 28, 2026	MORITZ SELL	DIRECTOR	BUY	2.000K	$5.76	$12K
Sep 25, 2026	Andrew Dakos	PRESIDENT AND CEO	BUY	20.000K	$5.79	$116K
Aug 31, 2026	MORITZ SELL	DIRECTOR	BUY	3.000K	$5.98	$18K
Aug 21, 2026	Rajeev Das	SECRETARY	BUY	3.066K	$5.93	$18K
Aug 10, 2026	MORITZ SELL	DIRECTOR	BUY	1.000K	$5.91	$6K
Jul 22, 2026	MORITZ SELL	DIRECTOR	BUY	2.517K	$5.87	$15K
Jul 20, 2026	MORITZ SELL	DIRECTOR	BUY	1.483K	$5.92	$9K
Jul 6, 2026	Phillip Goldstein	SECRETARY	BUY	5.980K	$5.95	$36K
Jul 2, 2026	Andrew Dakos	PRESIDENT AND CEO	BUY	5.000K	$5.92	$30K
Jun 26, 2026	MORITZ SELL	DIRECTOR	BUY	4.091K	$5.90	$24K
Jun 17, 2026	MORITZ SELL	DIRECTOR	BUY	2.000K	$5.91	$12K
Jun 15, 2026	MORITZ SELL	DIRECTOR	BUY	2.155K	$5.96	$13K
May 29, 2026	MORITZ SELL	DIRECTOR	BUY	1.000K	$6.01	$6K
May 27, 2026	Andrew Dakos	PRESIDENT AND CEO	BUY	13.000K	$5.98	$78K
May 18, 2026	Andrew Dakos	PRESIDENT AND CEO	BUY	7.000K	$5.95	$42K
Apr 24, 2026	MORITZ SELL	DIRECTOR	BUY	1.002K	$6.07	$6K