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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$17.63 -0.07 (-0.40%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$17.63 0.00 (0.00%)
As of 08/1/2025 06:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. 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)
64
Total
Institutional Inflows
(last 12 months)
$58.24M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$24.51M
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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
8/1/2025 Envestnet Asset Management Inc.102,649$1.82M0.0%+16.0%0.106%
7/29/2025 Beverly Hills Private Wealth LLC24,766$438K0.1%+9.4%0.026%
7/29/2025 Uhlmann Price Securities LLC68,666$1.21M0.9%+2.8%0.071%
7/25/2025 Integrated Capital Management Inc.15,889$281K0.2%+11.7%0.016%
7/25/2025 Allspring Global Investments Holdings LLC612,949$10.84M0.0%+13.2%0.635%
7/23/2025 Clear Creek Financial Management LLC47,800$845K0.1%-1.8%0.050%
7/23/2025 Joel Isaacson & Co. LLC24,867$440K0.0%-4.7%0.026%
7/22/2025 JP Wealth Management Inc.1,286,433$22.74M17.0%+32.8%1.333%
7/22/2025 SRH Advisors LLC187,837$3.32M1.0%+0.5%0.195%
7/18/2025 Consolidated Portfolio Review Corp204,998$3.62M0.5%+1.5%0.212%
7/16/2025 Dakota Wealth Management17,455$309K0.0%-11.7%0.018%
7/14/2025 Park Avenue Securities LLC95,541$1.69M0.0%+15.6%0.099%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,700$30K0.0%+142.9%0.002%
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%
5/9/2025 Atria Wealth Solutions Inc.109,447$1.89M0.0%-2.8%0.113%
5/9/2025 Costello 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%
5/6/2025 Roundview Capital LLC21,699$374K0.0%+10.2%0.022%
5/6/2025Readystate Asset Management LP65,399$1.13M0.0%+133.4%0.068%
5/5/2025 SRH 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%
4/30/2025 Beverly Hills Private Wealth LLC22,642$391K0.1%N/A0.023%
4/29/2025Heritage Wealth Management Inc.29,541$510K0.2%-6.1%0.031%
4/29/2025 Envestnet Asset Management Inc.88,524$1.53M0.0%+1.4%0.092%
4/29/2025Calamos Advisors LLC16,348$282K0.0%-3.8%0.017%
4/28/2025 D.A. Davidson & CO.82,921$1.43M0.0%+3.0%0.086%
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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%
4/22/2025Flagship 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%
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%
1/31/2025 Atria 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%
1/30/2025Principal 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%
1/29/2025 SRH Advisors LLC192,242$3.08M0.9%+0.4%0.199%
1/27/2025 Consolidated Portfolio Review Corp142,116$2.28M0.4%N/A0.147%
1/24/2025Calamos Advisors LLC17,002$272K0.0%N/A0.018%
1/24/2025 JP Wealth Management Inc.926,405$14.84M10.9%N/A0.960%
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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%
1/22/2025Buffington Mohr McNeal10,703$171K0.0%N/A0.011%
1/22/2025 Kingswood Wealth Advisors LLC56,425$904K0.1%+13.8%0.058%
1/17/2025 Dakota 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%
(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, 97 institutional investors and hedge funds held shares of SRH Total Return Fund. The most heavily invested institutionals were Atlas Wealth LLC ($44.46M), JP Wealth Management Inc. ($22.74M), Pathstone Holdings LLC ($19.18M), Bulldog Investors LLP ($18.76M), 1607 Capital Partners LLC ($13.55M), Allspring Global Investments Holdings LLC ($10.84M), and CSS LLC IL ($10.67M).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 82 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. ($1.29M), Allspring Global Investments Holdings LLC ($544.92K), Raymond James Financial Inc. ($457.60K), Advisor Partners II LLC ($326.01K), Consolidated Portfolio Review Corp ($205.00K), 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 3,582,770 shares in the last 24 months. This purchase volume represents approximately $58.24M in transactions.

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

Of the 34 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 ($301.35K), Raymond James & Associates ($188.48K), B. Riley Wealth Advisors Inc. ($167.21K), Wolverine Asset Management LLC ($156.79K), Sugarloaf Wealth Management LLC ($38.64K), and Landscape Capital Management L.L.C. ($35.27K).

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

Institutional investors have sold a total of 1,502,034 shares in the last 24 months. This volume of shares sold represents approximately $24.51M in transactions.


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This page (NYSE:STEW) was last updated on 8/2/2025 by MarketBeat.com Staff
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