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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$17.64 +0.10 (+0.54%)
As of 12:01 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
61
Total
Institutional Inflows
(last 12 months)
$60.83M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$36.09M
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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
5/8/2026Bulldog Investors LLP1,287,582$22.02M5.0%+3.5%1.335%
5/7/2026Basepoint Wealth LLC10,478$179K0.1%-20.6%0.011%
5/6/2026 GatePass Capital LLC430,595$7.36M3.4%-0.9%0.446%
5/6/2026 Allspring Global Investments Holdings LLC721,643$12.34M0.0%+9.6%0.748%
5/5/2026 D.A. Davidson & CO.83,645$1.43M0.0%+0.7%0.087%
5/4/2026 NWF Advisory Services Inc.19,250$329K0.0%-8.1%0.020%
5/1/2026 Fifth Third Bancorp1,539$26K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC15,493$265K0.0%-16.5%0.016%
4/27/2026 Private Advisor Group LLC43,213$739K0.0%+8.6%0.045%
4/22/2026 Janney Montgomery Scott LLC33,023$565K0.0%N/A0.034%
4/16/2026 Evolve Private Wealth LLC158,980$2.72M0.1%-0.4%0.165%
4/16/2026 Uhlmann Price Securities LLC89,699$1.62M0.1%+5.5%0.093%
3/17/2026Rockefeller Capital Management L.P.1,700$32K0.0%N/A0.002%
3/3/2026 NWF Advisory Services Inc.20,950$388K0.0%+17.7%0.022%
2/18/2026NewEdge Advisors LLC64,734$1.20M0.0%-7.2%0.067%
2/18/2026Readystate Asset Management LP30,975$574K0.0%-58.0%0.032%
2/18/2026 Evolve Private Wealth LLC159,690$2.96M0.2%N/A0.166%
2/18/20261607 Capital Partners LLC865,815$16.05M1.1%+8.1%0.898%
2/17/2026AQR Arbitrage LLC137,083$2.54M0.1%-39.7%0.142%
2/17/2026Almitas Capital LLC28,719$532K0.1%N/A0.030%
2/17/2026Cetera Investment Advisers27,246$505K0.0%-6.7%0.028%
2/17/2026Nitor Capital Management LLC14,151$262K0.2%N/A0.015%
2/17/2026Quantedge Capital Pte Ltd231,103$4.29M2.0%+4.8%0.240%
2/17/2026Osaic Holdings Inc.37,044$687K0.0%-6.5%0.038%
2/17/2026&PARTNERS71,329$1.32M0.0%+146.2%0.074%
2/17/2026Royal Bank of Canada194,964$3.62M0.0%+1.7%0.202%
2/16/2026WealthTrust Axiom LLC40,895$758K0.2%+13.2%0.042%
2/16/2026 MML Investors Services LLC75,179$1.39M0.0%+3.7%0.078%
2/16/2026Mariner LLC10,058$186K0.0%-12.3%0.010%
2/13/2026 Kestra Advisory Services LLC18,560$344K0.0%+5.9%0.019%
2/13/2026Thomas J. Herzfeld Advisors Inc.382,005$7.08M2.4%+1.7%0.396%
2/13/2026Stifel Financial Corp39,124$725K0.0%-6.4%0.041%
2/13/2026Bulldog Investors LLP1,243,823$23.06M5.2%+11.3%1.290%
2/13/2026Wells Fargo & Company MN152,079$2.82M0.0%-26.0%0.158%
2/12/2026 Commonwealth Equity Services LLC17,953$333K0.0%-18.5%0.019%
2/12/2026Principal Securities Inc.136,433$2.53M0.0%+8.9%0.141%
2/12/2026Winning Points Advisors LLC184,162$3.41M3.2%N/A0.191%
2/11/2026Monetary Management Group Inc.29,700$551K0.1%+6.5%0.031%
2/11/2026 LPL Financial LLC393,713$7.30M0.0%+44.0%0.408%
2/11/2026Closed End Fund Advisors Inc.21,298$395K0.2%N/A0.022%
2/10/2026Northwestern Mutual Wealth Management Co.12,918$240K0.0%+34.0%0.013%
2/10/2026 Carnegie Lake Advisors LLC10,745$199K0.1%-10.0%0.011%
2/10/2026IFG Advisory LLC35,248$654K0.0%-9.5%0.037%
2/9/2026Roundview Capital LLC19,273$357K0.0%-10.1%0.020%
2/9/2026 Flputnam Investment Management Co.37,673$698K0.0%N/A0.039%
2/9/2026Blue Bell Private Wealth Management LLC327,106$6.07M0.9%+8.6%0.339%
2/6/2026Kingdom Financial Group LLC.154,509$2.87M0.9%N/A0.160%
2/6/2026Global Retirement Partners LLC8,005$148K0.0%+38.3%0.008%
2/6/2026PNC Financial Services Group Inc.4,774$89K0.0%-23.9%0.005%
2/6/2026 HighTower Advisors LLC114,164$2.12M0.0%-2.3%0.118%
2/3/2026 Costello Asset Management INC8,478$157K0.1%-8.9%0.009%
2/2/2026 Wolverine Asset Management LLC35,670$661K0.0%-34.4%0.037%
2/2/2026 Oppenheimer & Co. Inc.68,098$1.26M0.0%-21.1%0.071%
1/29/2026Comerica Bank1,758$33K0.0%-57.1%0.002%
1/29/2026 Calamos Advisors LLC24,196$449K0.0%+32.1%0.025%
1/29/2026 NBC Securities Inc.8,346$155K0.0%-13.1%0.009%
1/28/2026 Kingswood Wealth Advisors LLC79,475$1.47M0.1%+1.4%0.082%
1/26/2026Shaker Financial Services LLC108,639$2.01M0.6%-47.9%0.113%
1/26/2026 Heritage Wealth Management Inc.19,856$368K0.1%-10.4%0.021%
1/23/2026 Clear Creek Financial Management LLC44,800$831K0.1%-3.9%0.046%
1/21/2026 Flagship Harbor Advisors LLC208,370$3.86M0.2%-0.8%0.216%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.2,200$41K0.0%+1,000.0%0.002%
1/15/2026 JP Wealth Management Inc.1,475,715$27.36M19.3%+17.5%1.530%
1/15/2026 Allspring Global Investments Holdings LLC658,204$12.20M0.0%-0.5%0.683%
1/12/2026 Uhlmann Price Securities LLC85,047$1.58M0.9%+22.7%0.088%
1/12/2026 Stolper Co1,671$31K0.0%-90.7%0.002%
1/8/2026Integrated Capital Management Inc.20,650$383K0.3%+5.5%0.021%
1/5/2026 Park Avenue Securities LLC105,504$1.96M0.0%-1.4%0.109%
11/17/2025NewEdge Advisors LLC69,739$1.27M0.0%+0.9%0.072%
11/17/2025Bank of America Corp DE295,198$5.36M0.0%+4.8%0.306%
11/17/20251607 Capital Partners LLC800,865$14.54M1.1%+3.5%0.830%
11/14/2025Ancora Advisors LLC18,481$336K0.0%-5.6%0.019%
11/14/2025AQR Arbitrage LLC227,162$4.12M0.1%-28.2%0.236%
11/14/2025Raymond James Financial Inc.193,408$3.51M0.0%-19.7%0.201%
11/13/2025Pathstone Holdings LLC952,563$17.30M0.1%-1.7%0.988%
11/13/2025 UBS Group AG119,518$2.17M0.0%-13.6%0.124%
11/13/2025 Private Advisor Group LLC37,833$687K0.0%+13.9%0.039%
11/12/2025 Consolidated Portfolio Review Corp203,541$3.69M0.5%-0.7%0.211%
11/12/2025IFG Advisory LLC38,969$708K0.0%-75.9%0.040%
11/12/2025Level Four Advisory Services LLC21,881$397K0.0%+9.7%0.023%
11/12/2025Greenwood Gearhart Inc.14,128$257K0.0%N/A0.015%
11/10/2025 Beverly Hills Private Wealth LLC27,455$499K0.1%+10.9%0.028%
11/10/2025 Clear Creek Financial Management LLC46,600$846K0.1%-2.5%0.048%
11/7/2025Readystate Asset Management LP73,701$1.34M0.1%+24.7%0.076%
11/7/2025PNC Financial Services Group Inc.6,274$114K0.0%-9.4%0.007%
11/7/2025 HighTower Advisors LLC116,862$2.12M0.0%-3.4%0.121%
11/7/2025 Uhlmann Price Securities LLC69,306$1.26M0.8%+0.9%0.072%
11/6/2025 Stratos Wealth Partners LTD.17,174$312K0.0%+17.7%0.018%
11/6/2025 Oppenheimer & Co. Inc.86,289$1.57M0.0%-9.2%0.089%
11/5/2025Moloney Securities Asset Management LLC12,917$235K0.0%N/A0.013%
11/5/2025 Flagship Harbor Advisors LLC210,009$3.81M0.2%+1.5%0.218%
11/5/2025 Envestnet Asset Management Inc.117,391$2.13M0.0%+14.4%0.122%
11/4/2025 Meridian Wealth Management LLC25,856$470K0.0%N/A0.027%
11/4/2025 Heritage Wealth Management Inc.22,158$402K0.1%-5.3%0.023%
10/31/2025 B. Riley Wealth Advisors Inc.404,260$7.34M0.3%+0.6%0.419%
10/29/2025 GatePass Capital LLC434,460$7.89M4.6%-0.7%0.450%
10/28/2025 Wolverine Asset Management LLC54,351$987K0.0%+36.0%0.056%
10/23/2025 Park Avenue Securities LLC106,974$1.94M0.0%+12.0%0.111%
10/22/2025Shaker Financial Services LLC208,391$3.78M1.3%+201.1%0.216%
10/22/2025Blue Bell Private Wealth Management LLC301,134$5.47M0.8%+8.4%0.312%


STEW Institutional Ownership - Frequently Asked Questions

During the previous two years, 112 institutional investors and hedge funds held shares of SRH Total Return Fund. The most heavily invested institutionals were JP Wealth Management Inc. ($27.36M), Bulldog Investors LLP ($22.02M), Pathstone Holdings LLC ($17.30M), 1607 Capital Partners LLC ($16.05M), Allspring Global Investments Holdings LLC ($12.34M), CSS LLC IL ($10.67M), and GatePass Capital LLC ($7.36M).Learn more on SRH Total Return Fund's institutional investors.

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

Of the 96 institutional investors that purchased SRH Total Return Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JP Wealth Management Inc. ($1.51M), Raymond James Financial Inc. ($477.15K), B. Riley Wealth Advisors Inc. ($428.27K), Thomas J. Herzfeld Advisors Inc. ($331.92K), Shaker Financial Services LLC ($229.92K), Consolidated Portfolio Review Corp ($205.00K), and Allspring Global Investments Holdings LLC ($190.81K).

Institutional investors have bought a total of 3,377,091 shares in the last 24 months. This purchase volume represents approximately $60.83M in transactions.

Of the 45 institutional investors that sold SRH Total Return Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($757.26K), AQR Arbitrage LLC ($315.29K), Wolverine Asset Management LLC ($267.61K), Karpus Management Inc. ($136.65K), IFG Advisory LLC ($126.20K), Raymond James Financial Inc. ($54.94K), and Wells Fargo & Company MN ($53.47K).

Institutional investors have sold a total of 2,028,796 shares in the last 24 months. This volume of shares sold represents approximately $36.09M in transactions.


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This page (NYSE:STEW) was last updated on 5/8/2026 by MarketBeat.com Staff.
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