Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in The Korea Fund, Inc. include Cornerstone Wealth Management, LLC, CEFS - Saba Closed-End Funds ETF, and Raymond James Financial Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Matisse Capital | 82,265 | 278.93 | 2,215 | 411.55 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 12,037 | 0.84 | 324 | 36.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 150 | 4 | ||||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 374 | 8.09 | 10 | 66.67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 486 | 13 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,021 | 14.59 | 28 | 58.82 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 19,633 | 529 | ||||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 68,188 | 4.57 | 1,836 | 39.94 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 1,322,098 | 22.17 | 35,604 | 64.83 | ||||
| 2025-08-25 | NP | MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares | 49,895 | 739.14 | 1,344 | 1,038.14 | ||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 1,191 | 27 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9,990 | 269 | ||||||
| 2025-08-27 | NP | HCEMX - The Emerging Markets Portfolio HC Strategic Shares | 72,541 | 3.27 | 1,954 | 39.30 |
