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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$17.84 +0.08 (+0.45%)
As of 07/3/2025 03:30 PM 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)
66
Total
Institutional Inflows
(last 12 months)
$51.33M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$28.58M
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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
5/16/2025NewEdge Advisors LLC67,862$1.17M0.0%-9.8%0.070%
5/16/2025AQR Arbitrage LLC444,748$7.61M0.2%-1.7%0.461%
5/16/2025Ancora Advisors LLC19,581$338K0.0%-7.4%0.020%
5/16/20251607 Capital Partners LLC785,460$13.55M1.1%-0.4%0.814%
5/15/2025Royal Bank of Canada186,601$3.22M0.0%+17.4%0.193%
5/14/2025Walleye Capital LLC44,556$769K0.0%-6.3%0.046%
5/14/2025Monetary Management Group Inc.27,900$481K0.1%+132.5%0.029%
5/13/2025Raymond James Financial Inc.221,395$3.82M0.0%-3.2%0.229%
5/13/2025HighTower Advisors LLC98,674$1.70M0.0%-5.2%0.102%
5/12/2025SouthState Corp100,000$1.73M0.1%N/A0.104%
5/12/2025Wolverine Asset Management LLC156,103$2.69M0.0%-46.0%0.162%
5/9/2025Atria Wealth Solutions Inc.109,447$1.89M0.0%-2.8%0.113%
5/9/2025Costello Asset Management INC8,931$154K0.1%N/A0.009%
5/9/2025Shaker Financial Services LLC280,886$4.85M1.9%-61.3%0.291%
5/9/2025DCF Advisers LLC50,000$862K0.4%-15.3%0.052%
5/7/2025LPL Financial LLC187,166$3.23M0.0%-2.2%0.194%
5/6/2025Cetera Investment Advisers31,758$548K0.0%+3.4%0.033%
5/6/2025Roundview Capital LLC21,699$374K0.0%+10.2%0.022%
5/6/2025Readystate Asset Management LP65,399$1.13M0.0%+133.4%0.068%
5/5/2025SRH Advisors LLC186,995$3.23M1.0%-2.7%0.194%
5/5/2025Blue Bell Private Wealth Management LLC270,574$4.67M0.9%+5.3%0.280%
5/5/2025Private Advisor Group LLC23,021$397K0.0%+9.8%0.024%
4/30/2025Beverly Hills Private Wealth LLC22,642$391K0.1%N/A0.023%
4/29/2025Heritage Wealth Management Inc.29,541$510K0.2%-6.1%0.031%
4/29/2025Envestnet Asset Management Inc.88,524$1.53M0.0%+1.4%0.092%
4/29/2025Calamos Advisors LLC16,348$282K0.0%-3.8%0.017%
4/28/2025D.A. Davidson & CO.82,921$1.43M0.0%+3.0%0.086%
4/25/2025Joel Isaacson & Co. LLC26,087$450K0.0%N/A0.027%
4/24/2025Allspring Global Investments Holdings LLC541,448$9.34M0.0%+1.3%0.561%
4/23/2025Consolidated Portfolio Review Corp201,973$3.48M0.6%+42.1%0.209%
4/23/2025Oppenheimer & Co. Inc.96,071$1.66M0.0%+32.0%0.100%
4/22/2025Flagship Harbor Advisors LLC201,048$3.47M0.2%-0.4%0.208%
4/21/2025Kingswood Wealth Advisors LLC78,375$1.35M0.1%+38.9%0.081%
4/18/2025JP Wealth Management Inc.968,445$16.71M5.4%+4.5%1.004%
4/9/2025NBC 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%
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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%
2/13/2025Envestnet 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%
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%
2/3/2025Concurrent 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%
1/31/2025D.A. Davidson & CO.80,484$1.29M0.0%-2.6%0.083%
1/30/2025Principal Securities Inc.101,188$1.62M0.0%+14.9%0.105%
1/29/2025Allspring 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%
1/27/2025Consolidated Portfolio Review Corp142,116$2.28M0.4%N/A0.147%
1/24/2025Calamos Advisors LLC17,002$272K0.0%N/A0.018%
1/24/2025JP Wealth Management Inc.926,405$14.84M10.9%N/A0.960%
1/24/2025Absolute Investment Advisers LLC12,300$197K0.0%N/A0.013%
1/24/2025Clear Creek Financial Management LLC48,700$780K0.1%-2.2%0.050%
1/22/2025Buffington Mohr McNeal10,703$171K0.0%N/A0.011%
1/22/2025Kingswood Wealth Advisors LLC56,425$904K0.1%+13.8%0.058%
1/17/2025Dakota Wealth Management19,220$308K0.0%N/A0.020%
1/14/2025Park 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%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
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%
11/6/2024Oppenheimer & 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%
11/1/2024Hudson 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%
(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, 98 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 ($13.55M), CSS LLC IL ($10.67M), and Allspring Global Investments Holdings LLC ($9.34M).Learn more on SRH Total Return Fund's institutional investors.

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

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

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

Of the 83 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. ($968.45K), Allspring Global Investments Holdings LLC ($473.42K), Raymond James Financial Inc. ($457.60K), Advisor Partners II LLC ($326.01K), Consolidated Portfolio Review Corp ($201.97K), Matisse Capital ($180K), and Sanctuary Advisors LLC ($165.93K).

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

Institutional investors have bought a total of 3,199,747 shares in the last 24 months. This purchase volume represents approximately $51.33M in transactions.

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

Of the 32 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 ($489.02K), Allspring Global Investments Holdings LLC ($476.06K), Raymond James & Associates ($188.48K), Wolverine Asset Management LLC ($176.45K), B. Riley Wealth Advisors Inc. ($167.21K), Atria Wealth Solutions Inc. ($97.48K), and Sugarloaf Wealth Management LLC ($38.64K).

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

Institutional investors have sold a total of 1,782,913 shares in the last 24 months. This volume of shares sold represents approximately $28.58M in transactions.


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This page (NYSE:STEW) was last updated on 7/4/2025 by MarketBeat.com Staff
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