Kingswood Wealth Advisors LLC grew its position in SRH Total Return Fund, Inc. (NYSE:STEW - Free Report) by 38.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 78,375 shares of the company's stock after acquiring an additional 21,950 shares during the quarter. Kingswood Wealth Advisors LLC owned approximately 0.08% of SRH Total Return Fund worth $1,352,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also made changes to their positions in STEW. Raymond James Financial Inc. acquired a new position in SRH Total Return Fund in the fourth quarter worth $3,665,000. Capstone Investment Advisors LLC bought a new position in shares of SRH Total Return Fund in the 4th quarter worth about $1,757,000. Independent Advisor Alliance bought a new position in shares of SRH Total Return Fund in the 4th quarter worth about $1,463,000. Almitas Capital LLC boosted its holdings in shares of SRH Total Return Fund by 36.8% in the 4th quarter. Almitas Capital LLC now owns 301,991 shares of the company's stock valued at $4,838,000 after buying an additional 81,229 shares during the period. Finally, Shaker Financial Services LLC grew its position in shares of SRH Total Return Fund by 10.9% during the 4th quarter. Shaker Financial Services LLC now owns 726,726 shares of the company's stock valued at $11,642,000 after buying an additional 71,517 shares during the last quarter. 15.61% of the stock is currently owned by institutional investors.
SRH Total Return Fund Trading Up 0.1%
STEW opened at $17.14 on Friday. The company's 50-day moving average price is $17.24 and its 200 day moving average price is $16.73. SRH Total Return Fund, Inc. has a fifty-two week low of $14.32 and a fifty-two week high of $17.89.
SRH Total Return Fund Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, July 31st. Stockholders of record on Thursday, July 24th will be given a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a dividend yield of 3.85%. The ex-dividend date of this dividend is Thursday, July 24th.
About SRH Total Return Fund
(
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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