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SRH Total Return Fund (STEW) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for SRH Total Return Fund (NYSE:STEW)

Current
Institutional Ownership
Percentage
15.61%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$26.31M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$7.53M
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STEW Institutional Buying and Selling by Quarter

SRH Total Return Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Matisse Capital170,000$2.56M1.2%+9.7%0.175%
4/30/2024 Allspring Global Investments Holdings LLC1,010,374$15.22M0.0%-4.9%1.040%
4/26/2024 Rocky Mountain Advisers LLC189,795$2.86M0.9%+0.5%0.195%
4/24/2024 Blue Bell Private Wealth Management LLC135,726$2.04M0.4%+16.1%0.140%
4/23/2024 Nations Financial Group Inc. IA ADV15,665$236K0.0%-6.0%0.016%
4/23/2024 Sugarloaf Wealth Management LLC44,963$677K0.1%-4.9%0.046%
4/22/2024 Raymond James & Associates330,163$4.97M0.0%-1.0%0.340%
4/18/2024 Allspring Global Investments Holdings LLC1,010,374$15.22M0.0%-4.9%1.040%
4/15/2024 Kingswood Wealth Advisors LLC49,225$741K0.1%+15.7%0.051%
4/10/2024 Park Avenue Securities LLC87,564$1.32M0.0%-2.2%0.090%
3/27/2024Nomura Holdings Inc.14,260$198K0.0%N/A0.015%
3/15/2024B. Riley Wealth Advisors Inc.661,288$9.17M0.2%+21.3%0.681%
3/1/2024Creekmur Asset Management LLC40,836$566K0.2%N/A0.042%
2/15/2024Bulldog Investors LLP1,360,514$18.76M6.2%+12.8%1.401%
2/13/2024Karpus Management Inc.41,003$569K0.0%N/A0.042%
2/13/2024Quantedge Capital Pte Ltd135,403$1.88M0.9%+1.7%0.139%
2/13/20241607 Capital Partners LLC192,445$2.67M0.2%+25.5%0.198%
2/12/2024 Roundview Capital LLC30,401$422K0.0%-2.5%0.031%
2/9/2024Nemes Rush Group LLC3,609$50K0.0%N/A0.004%
2/9/2024D.A. Davidson & CO.83,030$1.15M0.0%-5.3%0.085%
2/8/2024Level Four Advisory Services LLC18,198$252K0.0%+6.7%0.019%
2/8/2024 Matisse Capital155,000$2.15M1.1%N/A0.160%
2/7/2024Shaker Financial Services LLC618,768$8.58M3.5%+1.1%0.637%
2/7/2024Principal Securities Inc.9,617$133K0.0%N/A0.010%
2/6/2024 Private Advisor Group LLC11,863$165K0.0%-36.4%0.012%
2/6/2024 Connecticut Wealth Management LLC10,128$140K0.0%N/A0.010%
2/1/2024Wolverine Asset Management LLC222,011$3.08M0.0%-6.8%0.229%
1/29/2024Baystate Wealth Management LLC7,000$97K0.0%N/A0.007%
1/25/2024 Allspring Global Investments Holdings LLC1,062,120$14.73M0.0%+32.3%1.094%
1/25/2024 Blue Bell Private Wealth Management LLC116,869$1.62M0.4%-1.3%0.120%
1/24/2024 Rocky Mountain Advisers LLC188,935$2.62M0.9%+0.5%0.195%
1/24/2024 Stratos Wealth Partners LTD.16,994$236K0.0%-18.4%0.017%
1/24/2024Highlander Capital Management LLC20,926$290K0.1%-9.8%0.022%
1/24/2024 Clear Creek Financial Management LLC48,700$675K0.1%-4.9%0.050%
1/22/2024 Alta Capital Management LLC31,211$433K0.0%N/A0.032%
1/16/2024 Raymond James Financial Services Advisors Inc.50,698$703K0.0%-25.0%0.052%
1/16/2024 Raymond James & Associates333,526$4.63M0.0%-2.2%0.343%
1/10/2024 Sugarloaf Wealth Management LLC47,279$656K0.1%+5.2%0.049%
1/10/2024 Integrated Capital Management Inc.11,815$164K0.1%-6.2%0.012%
12/1/2023B. Riley Wealth Advisors Inc.545,138$7.08M0.2%-20.3%0.561%
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11/15/20231607 Capital Partners LLC153,303$1.99M0.1%+13.1%0.158%
11/15/2023Advisors Asset Management Inc.36,762$477K0.0%-35.2%0.038%
11/14/2023AQR Arbitrage LLC175,102$2.27M0.1%+111.1%0.180%
11/14/2023 Roundview Capital LLC31,165$405K0.0%-3.3%0.032%
11/14/2023Thomas J. Herzfeld Advisors Inc.440,608$5.72M2.2%-6.5%0.454%
11/13/2023Quantedge Capital Pte Ltd133,103$1.73M0.9%+1.1%0.137%
11/13/2023Wolverine Asset Management LLC238,266$3.09M0.0%+17.7%0.245%
11/8/2023 HighTower Advisors LLC102,875$1.34M0.0%-7.7%0.106%
11/8/2023 Janney Montgomery Scott LLC14,323$186K0.0%-9.5%0.015%
11/8/2023Atria Wealth Solutions Inc.210,141$2.73M0.0%-1.8%0.216%
11/8/2023 Landscape Capital Management L.L.C.10,518$137K0.0%-21.2%0.011%
11/8/2023 Oppenheimer & Co. Inc.73,432$953K0.0%-2.8%0.076%
11/7/2023Atlas Wealth LLC3,425,252$44.46M8.3%-0.2%3.526%
11/4/2023 NBC Securities Inc.9,310$120K0.0%N/A0.010%
11/2/2023Shaker Financial Services LLC612,125$7.95M3.7%+3.2%0.630%
10/31/2023 Rocky Mountain Advisers LLC188,072$2.44M1.2%+0.9%0.194%
10/30/2023 Blue Bell Private Wealth Management LLC118,407$1.54M0.4%-2.0%0.122%
10/27/2023 Allspring Global Investments Holdings LLC802,982$10.42M0.0%+34.8%0.827%
10/26/2023Punch & Associates Investment Management Inc.379,386$4.92M0.3%-3.7%0.391%
10/26/2023 Park Avenue Securities LLC94,807$1.23M0.0%-3.0%0.098%
10/26/2023Advisor Partners II LLC326,013$4.23M0.2%N/A0.336%
10/24/2023 Raymond James Financial Services Advisors Inc.67,599$877K0.0%+2.3%0.070%
10/24/2023 Raymond James & Associates340,892$4.43M0.0%+1.5%0.351%
10/17/2023 Flagship Harbor Advisors LLC227,503$2.95M0.2%-6.2%0.234%
10/11/2023 CWM LLC5,415$70K0.0%+1,990.7%0.006%
8/16/2023Thomas J. Herzfeld Advisors Inc.471,096$6.26M2.5%+8.7%0.484%
8/15/2023Bulldog Investors LLP1,097,043$14.57M4.8%+0.6%1.127%
8/14/2023CSS LLC IL585,898$7.78M0.5%+0.9%0.602%
8/11/2023Almitas Capital LLC132,881$1.82M0.8%+12.9%0.137%
8/11/2023 Landscape Capital Management L.L.C.13,355$177K0.0%-17.3%0.014%
8/11/2023D.A. Davidson & CO.87,918$1.17M0.0%-1.3%0.090%
8/10/2023 Private Advisor Group LLC18,639$248K0.0%+18.9%0.019%
8/9/2023 Kingswood Wealth Advisors LLC42,550$565K0.2%N/A0.044%
8/8/2023 Blue Bell Private Wealth Management LLC120,838$1.61M0.4%+6.6%0.124%
8/8/2023 Ieq Capital LLC10,259$136K0.0%N/A0.011%
8/7/2023Wolverine Asset Management LLC202,409$2.69M0.0%+16.6%0.208%
8/7/2023Shaker Financial Services LLC593,426$7.88M3.4%-8.9%0.610%
8/4/2023Envestnet Asset Management Inc.94,442$1.25M0.0%-11.9%0.097%
8/3/2023Atria Wealth Solutions Inc.213,925$2.84M0.0%-1.2%0.220%
8/3/2023 Oppenheimer & Co. Inc.75,532$1.00M0.0%-4.4%0.078%
8/1/2023 Wealthspire Advisors LLC14,678$195K0.0%N/A0.015%
7/31/2023LPL Financial LLC61,212$813K0.0%-2.9%0.063%
7/31/2023 Integrated Capital Management Inc.13,011$173K0.2%N/A0.013%
7/27/2023B. Riley Wealth Advisors Inc.684,060$9.08M0.2%+1.7%0.703%
7/26/2023 Janney Montgomery Scott LLC15,823$210K0.0%-11.2%0.016%
7/25/2023 Raymond James Financial Services Advisors Inc.66,077$878K0.0%-1.5%0.068%
7/25/2023 Raymond James & Associates335,904$4.46M0.0%-2.0%0.345%
7/24/2023 Allspring Global Investments Holdings LLC595,840$7.91M0.0%-0.9%0.612%
7/21/2023Creative Planning13,664$181K0.0%-18.9%0.014%
7/19/2023 Eudaimonia Partners LLC59,906$796K0.2%+2.8%0.062%
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7/18/2023 Allspring Global Investments Holdings LLC595,840$7.91M0.0%-0.9%0.612%
7/17/2023 Clear Creek Financial Management LLC51,200$680K0.1%+59.5%0.053%
7/14/2023 Park Avenue Securities LLC97,703$1.30M0.0%-14.4%0.100%
7/13/2023 Sugarloaf Wealth Management LLC44,939$597K0.1%-12.2%0.046%
7/11/2023 Flagship Harbor Advisors LLC242,591$3.22M0.3%+31.4%0.249%
7/10/2023Level Four Advisory Services LLC14,479$192K0.0%+9.0%0.015%
6/5/2023Level Four Advisory Services LLC13,284$163K0.0%N/A0.014%
5/24/2023Old North State Trust LLC6,400$79K0.1%N/A0.007%
5/11/2023Elequin Securities LLC7,726$95K0.1%+12.7%0.008%
5/10/2023 Oppenheimer & Co. Inc.79,037$971K0.0%-4.8%0.081%
(Data available from 1/1/2016 forward)

STEW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STEW shares?

During the previous two years, 77 institutional investors and hedge funds held shares of SRH Total Return Fund. The most heavily invested institutionals were Atlas Wealth LLC ($44.46M), Bulldog Investors LLP ($18.76M), Allspring Global Investments Holdings LLC ($15.22M), B. Riley Wealth Advisors Inc. ($9.17M), Shaker Financial Services LLC ($8.58M), CSS LLC IL ($7.78M), and Thomas J. Herzfeld Advisors Inc. ($5.72M).Learn more on STEW's institutional investors.

What percentage of SRH Total Return Fund stock is owned by institutional investors?

15.61% of SRH Total Return Fund stock is owned by institutional investors. Learn more on STEW's institutional investor holdings.

Which institutional investors have been buying SRH Total Return Fund stock?

Of the 69 institutional investors that purchased SRH Total Return Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atlas Wealth LLC ($3.42M), B. Riley Wealth Advisors Inc. ($1.13M), Bulldog Investors LLP ($1.09M), Allspring Global Investments Holdings LLC ($1.07M), Shaker Financial Services LLC ($676.61K), Raymond James & Associates ($381.37K), and Advisor Partners II LLC ($326.01K).

How much institutional buying is happening at SRH Total Return Fund?

Institutional investors have bought a total of 10,941,979 shares in the last 24 months. This purchase volume represents approximately $133.75M in transactions.

Which SRH Total Return Fund major shareholders have been selling company stock?

Of the 35 institutional investors that sold SRH Total Return Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: B. Riley Wealth Advisors Inc. ($138.92K), Allspring Global Investments Holdings LLC ($114.49K), Shaker Financial Services LLC ($57.84K), Raymond James & Associates ($51.20K), Wolverine Asset Management LLC ($43.18K), Raymond James Financial Services Advisors Inc. ($31.84K), and Thomas J. Herzfeld Advisors Inc. ($30.49K).

How much institutional selling is happening at SRH Total Return Fund?

Institutional investors have sold a total of 724,557 shares in the last 24 months. This volume of shares sold represents approximately $9.66M in transactions.


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This page (NYSE:STEW) was last updated on 5/11/2024 by MarketBeat.com Staff

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