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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$17.43 +0.13 (+0.76%)
As of 10:49 AM Eastern
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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)
60
Total
Institutional Inflows
(last 12 months)
$48.27M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$19.66M
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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
4/30/2025 Beverly Hills Private Wealth LLC22,642$391K0.1%N/A0.023%
4/29/2025 Heritage Wealth Management Inc.29,541$510K0.2%-6.1%0.031%
4/29/2025 Envestnet Asset Management Inc.88,524$1.53M0.0%+1.4%0.092%
4/29/2025 Calamos Advisors LLC16,348$282K0.0%-3.8%0.017%
4/28/2025 D.A. Davidson & CO.82,921$1.43M0.0%+3.0%0.086%
4/25/2025 Joel Isaacson & Co. LLC26,087$450K0.0%N/A0.027%
4/24/2025 Allspring Global Investments Holdings LLC541,448$9.34M0.0%+1.3%0.561%
4/23/2025 Consolidated Portfolio Review Corp201,973$3.48M0.6%+42.1%0.209%
4/23/2025 Oppenheimer & Co. Inc.96,071$1.66M0.0%+32.0%0.100%
4/22/2025 Flagship Harbor Advisors LLC201,048$3.47M0.2%-0.4%0.208%
4/21/2025 Kingswood Wealth Advisors LLC78,375$1.35M0.1%+38.9%0.081%
4/18/2025 JP Wealth Management Inc.968,445$16.71M5.4%+4.5%1.004%
4/9/2025 NBC Securities Inc.9,531$164K0.0%+105,800.0%0.010%
2/25/2025B. Riley Wealth Advisors Inc.401,936$6.44M0.2%+6.4%0.416%
2/18/2025CSS LLC IL666,055$10.67M0.5%+0.7%0.690%
2/17/2025Waverly Advisors LLC15,035$241K0.0%N/A0.016%
2/17/2025Quantedge Capital Pte Ltd193,203$3.10M1.1%+10.8%0.200%
2/17/2025Pathstone Holdings LLC1,196,302$19.18M0.1%-0.1%1.240%
2/17/2025Millennium Management LLC21,044$337K0.0%N/A0.022%
2/17/2025Capstone Investment Advisors LLC109,668$1.76M0.0%N/A0.114%
2/17/2025Bank of America Corp DE161,699$2.59M0.0%+6.3%0.168%
2/17/2025Almitas Capital LLC301,991$4.84M1.1%+36.8%0.313%
2/14/2025AQR Arbitrage LLC452,370$7.24M0.2%+4.5%0.469%
2/14/2025Boothbay Fund Management LLC56,397$903K0.0%+228.9%0.058%
2/14/2025Stifel Financial Corp50,235$805K0.0%-1.2%0.052%
2/14/2025Shaker Financial Services LLC726,726$11.64M4.5%+10.9%0.753%
2/14/2025MML Investors Services LLC73,787$1.18M0.0%+1.7%0.076%
2/13/20251607 Capital Partners LLC788,578$12.63M1.0%+0.1%0.817%
2/13/2025NewEdge Advisors LLC75,267$1.21M0.0%+8.0%0.078%
2/13/2025Walleye Capital LLC47,551$762K0.0%-24.4%0.049%
2/13/2025Mariner LLC22,149$355K0.0%-18.5%0.023%
2/13/2025Raymond James Financial Inc.228,801$3.67M0.0%N/A0.237%
2/13/2025 Envestnet Asset Management Inc.87,326$1.40M0.0%+5.5%0.090%
2/13/2025Wells Fargo & Company MN182,927$2.93M0.0%+13.7%0.190%
2/12/2025Landscape Capital Management L.L.C.91,715$1.47M0.2%-27.8%0.095%
2/12/2025RPO LLC169,290$2.71M2.5%+30.2%0.175%
2/12/2025Level Four Advisory Services LLC18,496$296K0.0%+4.8%0.019%
2/11/2025LPL Financial LLC191,361$3.07M0.0%+3.3%0.198%
2/7/2025HighTower Advisors LLC104,060$1.67M0.0%+1.7%0.108%
2/7/2025Independent Advisor Alliance91,325$1.46M0.0%N/A0.095%
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2/7/2025PNC Financial Services Group Inc.13,475$216K0.0%+110.2%0.014%
2/7/2025Blue Bell Private Wealth Management LLC257,068$4.12M0.8%+13.9%0.266%
2/6/2025Raymond James Financial Inc.228,801$3.67M0.0%N/A0.237%
2/6/2025Steward Partners Investment Advisory LLC11,392$182K0.0%+207.9%0.012%
2/3/2025Wolverine Asset Management LLC288,883$4.63M0.0%-7.7%0.299%
2/3/2025 Concurrent Investment Advisors LLC51,305$822K0.0%N/A0.053%
2/3/2025Private Advisor Group LLC20,957$336K0.0%+15.5%0.022%
1/31/2025Atria Wealth Solutions Inc.112,606$1.80M0.0%-5.0%0.117%
1/31/2025 D.A. Davidson & CO.80,484$1.29M0.0%-2.6%0.083%
1/30/2025 Principal Securities Inc.101,188$1.62M0.0%+14.9%0.105%
1/29/2025 Allspring Global Investments Holdings LLC534,312$8.56M0.0%-34.4%0.554%
1/29/2025SRH Advisors LLC192,242$3.08M0.9%+0.4%0.199%
1/27/2025 Consolidated Portfolio Review Corp142,116$2.28M0.4%N/A0.147%
1/24/2025 Calamos Advisors LLC17,002$272K0.0%N/A0.018%
1/24/2025 JP Wealth Management Inc.926,405$14.84M10.9%N/A0.960%
1/24/2025 Absolute Investment Advisers LLC12,300$197K0.0%N/A0.013%
1/24/2025 Clear Creek Financial Management LLC48,700$780K0.1%-2.2%0.050%
1/22/2025 Buffington Mohr McNeal10,703$171K0.0%N/A0.011%
1/22/2025 Kingswood Wealth Advisors LLC56,425$904K0.1%+13.8%0.058%
1/17/2025Dakota Wealth Management19,220$308K0.0%N/A0.020%
1/14/2025 Park Avenue Securities LLC82,691$1.33M0.0%+2.9%0.086%
1/10/2025Sugarloaf Wealth Management LLC6,348$102K0.0%-85.2%0.007%
12/13/2024B. Riley Wealth Advisors Inc.377,931$5.93M0.2%-4.9%0.392%
11/25/2024Synovus Financial Corp12,794$202K0.0%N/A0.013%
11/25/2024Sanctuary Advisors LLC164,871$2.69M0.0%-0.6%0.171%
11/15/2024Stifel Financial Corp50,835$803K0.0%-1.5%0.053%
11/15/2024HighTower Advisors LLC102,358$1.62M0.0%-3.3%0.106%
11/14/2024Walleye Capital LLC62,876$993K0.0%-1.9%0.065%
11/9/2024Landscape Capital Management L.L.C.126,984$2.01M0.2%+8.9%0.132%
11/7/2024Pathstone Holdings LLC1,197,409$18.93M0.1%+11.5%1.241%
11/6/2024Sather Financial Group Inc19,159$303K0.0%N/A0.020%
11/6/2024 Oppenheimer & Co. Inc.72,771$1.15M0.0%+1.1%0.075%
11/5/2024Nations Financial Group Inc. IA ADV12,000$190K0.0%-17.2%0.012%
11/4/2024Wolverine Asset Management LLC312,888$4.94M0.1%+1.3%0.324%
11/2/2024Rocky Mountain Advisers LLC191,446$3.03M0.9%+0.4%0.198%
11/1/2024 Hudson Value Partners LLC12,208$193K0.1%N/A0.013%
10/31/2024Shaker Financial Services LLC655,209$10.35M3.9%+3.0%0.679%
10/25/2024Creekmur Asset Management LLC7,061$112K0.0%-37.2%0.007%
10/19/2024 Allspring Global Investments Holdings LLC814,448$12.87M0.0%-2.5%0.839%
10/18/2024Raymond James & Associates155,118$2.45M0.0%-54.9%0.160%
10/8/2024Sugarloaf Wealth Management LLC42,981$679K0.1%-4.5%0.044%
10/3/2024 Park Avenue Securities LLC80,394$1.27M0.0%-6.7%0.083%
9/9/2024 Heritage Wealth Management Inc.31,709$462K0.2%N/A0.033%
9/5/2024Sanctuary Advisors LLC165,930$2.37M0.0%N/A0.171%
8/19/2024B. Riley Wealth Advisors Inc.397,270$5.78M0.1%-27.1%0.409%
8/16/2024Quarry LP10,500$153K0.0%N/A0.011%
8/16/2024Northwestern Mutual Wealth Management Co.5,880$86K0.0%-30.5%0.006%
8/16/2024NewEdge Advisors LLC67,873$988K0.0%+2.7%0.070%
8/16/2024Almitas Capital LLC219,890$3.20M1.3%-3.3%0.226%
8/7/2024Choreo LLC12,775$185K0.0%N/A0.013%
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8/5/2024Blue Bell Private Wealth Management LLC144,744$2.11M0.4%+6.6%0.149%
8/3/2024Shaker Financial Services LLC635,982$9.25M3.7%-6.4%0.655%
8/2/2024Wolverine Asset Management LLC308,880$4.49M0.1%-6.0%0.318%
7/31/2024Commonwealth Equity Services LLC44,540$648K0.0%+66.5%0.046%
7/30/2024 Matisse Capital180,000$2.62M1.3%+5.9%0.185%
7/29/2024Nations Financial Group Inc. IA ADV14,500$211K0.0%-7.4%0.015%
7/26/2024 Allspring Global Investments Holdings LLC835,663$12.16M0.0%-17.3%0.860%
7/25/2024 Clear Creek Financial Management LLC49,800$725K0.1%+2.3%0.051%
7/22/2024Atria Wealth Solutions Inc.122,032$1.78M0.0%-42.0%0.126%
7/19/2024Raymond James & Associates343,602$5.00M0.0%+4.1%0.354%
(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, 93 institutional investors and hedge funds held shares of SRH Total Return Fund. The most heavily invested institutionals were Atlas Wealth LLC ($44.46M), Pathstone Holdings LLC ($19.18M), Bulldog Investors LLP ($18.76M), JP Wealth Management Inc. ($16.71M), 1607 Capital Partners LLC ($12.63M), Shaker Financial Services LLC ($11.64M), and CSS LLC IL ($10.67M).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 79 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: JP Wealth Management Inc. ($968.45K), Allspring Global Investments Holdings LLC ($473.42K), Raymond James Financial Inc. ($457.60K), Shaker Financial Services LLC ($329.91K), Advisor Partners II LLC ($326.01K), Consolidated Portfolio Review Corp ($201.97K), and Matisse Capital ($180K).

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

Institutional investors have bought a total of 5,325,924 shares in the last 24 months. This purchase volume represents approximately $78.82M in transactions.

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

Of the 40 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: Allspring Global Investments Holdings LLC ($590.56K), B. Riley Wealth Advisors Inc. ($422.28K), Raymond James & Associates ($206.22K), Shaker Financial Services LLC ($101.02K), Atria Wealth Solutions Inc. ($100.80K), Wolverine Asset Management LLC ($59.92K), and Sugarloaf Wealth Management LLC ($47.22K).

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

Institutional investors have sold a total of 1,863,524 shares in the last 24 months. This volume of shares sold represents approximately $27.50M in transactions.


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This page (NYSE:STEW) was last updated on 5/2/2025 by MarketBeat.com Staff
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