Oppenheimer & Co. Inc. lifted its position in SRH Total Return Fund, Inc. (NYSE:STEW - Free Report) by 32.0% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 96,071 shares of the company's stock after buying an additional 23,300 shares during the period. Oppenheimer & Co. Inc. owned approximately 0.10% of SRH Total Return Fund worth $1,657,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently modified their holdings of the company. NBC Securities Inc. grew its holdings in SRH Total Return Fund by 105,800.0% during the first quarter. NBC Securities Inc. now owns 9,531 shares of the company's stock worth $164,000 after acquiring an additional 9,522 shares during the period. Steward Partners Investment Advisory LLC grew its stake in shares of SRH Total Return Fund by 207.9% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 11,392 shares of the company's stock worth $182,000 after purchasing an additional 7,692 shares during the last quarter. PNC Financial Services Group Inc. raised its holdings in shares of SRH Total Return Fund by 110.2% in the 4th quarter. PNC Financial Services Group Inc. now owns 13,475 shares of the company's stock worth $216,000 after purchasing an additional 7,065 shares in the last quarter. Waverly Advisors LLC acquired a new stake in SRH Total Return Fund during the fourth quarter valued at approximately $241,000. Finally, Level Four Advisory Services LLC boosted its holdings in SRH Total Return Fund by 4.8% during the fourth quarter. Level Four Advisory Services LLC now owns 18,496 shares of the company's stock worth $296,000 after buying an additional 854 shares in the last quarter. Institutional investors own 15.61% of the company's stock.
SRH Total Return Fund Price Performance
Shares of NYSE STEW traded up $0.16 during trading on Tuesday, hitting $17.84. The company had a trading volume of 105,036 shares, compared to its average volume of 107,164. SRH Total Return Fund, Inc. has a 52 week low of $14.32 and a 52 week high of $17.89. The business's 50-day moving average is $17.40 and its 200 day moving average is $16.78.
SRH Total Return Fund Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, July 31st. Investors of record on Thursday, July 24th will be issued a $0.165 dividend. This represents a $0.66 dividend on an annualized basis and a dividend yield of 3.70%. The ex-dividend date is Thursday, July 24th.
SRH Total Return Fund Profile
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Free Report)
SRH Total Return Fund, Inc is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in equity and fixed-income markets across the globe. It seeks to invest in securities of companies operating across diversified industries.
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