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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$18.30 -0.03 (-0.16%)
As of 01:05 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)
59
Total
Institutional Inflows
(last 12 months)
$58.91M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$25.76M
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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
6/30/2026Winning Points Advisors LLC182,923$3.29M3.3%-0.7%0.190%
6/3/2026NewEdge Advisors LLC76,603$1.31M0.0%+18.3%0.079%
5/19/2026Bank of America Corp DE278,867$4.77M0.0%+0.5%0.289%
5/18/2026Readystate Asset Management LP35,622$609K0.0%+15.0%0.037%
5/18/2026Royal Bank of Canada170,172$2.91M0.0%-12.7%0.176%
5/13/2026Cetera Investment Advisers25,591$438K0.0%-6.1%0.027%
5/12/2026Quantedge Capital Pte Ltd255,603$4.37M2.4%+10.6%0.265%
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%
5/6/2026GatePass Capital LLC430,595$7.36M3.4%-0.9%0.446%
5/6/2026Allspring Global Investments Holdings LLC721,643$12.34M0.0%+9.6%0.748%
5/5/2026D.A. Davidson & CO.83,645$1.43M0.0%+0.7%0.087%
5/4/2026NWF Advisory Services Inc.19,250$329K0.0%-8.1%0.020%
5/1/2026Fifth Third Bancorp1,539$26K0.0%N/A0.002%
4/30/2026Kestra Advisory Services LLC15,493$265K0.0%-16.5%0.016%
4/27/2026Private Advisor Group LLC43,213$739K0.0%+8.6%0.045%
4/22/2026Janney Montgomery Scott LLC33,023$565K0.0%N/A0.034%
4/16/2026Evolve Private Wealth LLC158,980$2.72M0.1%-0.4%0.165%
4/16/2026Uhlmann 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%
3/3/2026NWF 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%
2/18/2026Evolve 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%
2/16/2026MML Investors Services LLC75,179$1.39M0.0%+3.7%0.078%
2/16/2026Mariner LLC10,058$186K0.0%-12.3%0.010%
2/13/2026Kestra 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%
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2/13/2026Wells Fargo & Company MN152,079$2.82M0.0%-26.0%0.158%
2/12/2026Commonwealth 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%
2/11/2026LPL 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%
2/10/2026Carnegie 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%
2/9/2026Flputnam 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%
2/6/2026HighTower Advisors LLC114,164$2.12M0.0%-2.3%0.118%
2/3/2026Costello Asset Management INC8,478$157K0.1%-8.9%0.009%
2/2/2026Wolverine Asset Management LLC35,670$661K0.0%-34.4%0.037%
2/2/2026Oppenheimer & Co. Inc.68,098$1.26M0.0%-21.1%0.071%
1/29/2026Comerica Bank1,758$33K0.0%-57.1%0.002%
1/29/2026Calamos Advisors LLC24,196$449K0.0%+32.1%0.025%
1/29/2026NBC Securities Inc.8,346$155K0.0%-13.1%0.009%
1/28/2026Kingswood 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%
1/26/2026Heritage Wealth Management Inc.19,856$368K0.1%-10.4%0.021%
1/23/2026Clear Creek Financial Management LLC44,800$831K0.1%-3.9%0.046%
1/21/2026Flagship Harbor Advisors LLC208,370$3.86M0.2%-0.8%0.216%
1/20/2026Thurston Springer Miller Herd & Titak Inc.2,200$41K0.0%+1,000.0%0.002%
1/15/2026JP Wealth Management Inc.1,475,715$27.36M19.3%+17.5%1.530%
1/15/2026Allspring Global Investments Holdings LLC658,204$12.20M0.0%-0.5%0.683%
1/12/2026Uhlmann Price Securities LLC85,047$1.58M0.9%+22.7%0.088%
1/12/2026Stolper Co1,671$31K0.0%-90.7%0.002%
1/8/2026Integrated Capital Management Inc.20,650$383K0.3%+5.5%0.021%
1/5/2026Park 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%
11/13/2025UBS Group AG119,518$2.17M0.0%-13.6%0.124%
11/13/2025Private Advisor Group LLC37,833$687K0.0%+13.9%0.039%
11/12/2025Consolidated 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%
11/10/2025Beverly Hills Private Wealth LLC27,455$499K0.1%+10.9%0.028%
11/10/2025Clear Creek Financial Management LLC46,600$846K0.1%-2.5%0.048%
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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%
11/7/2025HighTower Advisors LLC116,862$2.12M0.0%-3.4%0.121%
11/7/2025Uhlmann Price Securities LLC69,306$1.26M0.8%+0.9%0.072%
11/6/2025Stratos Wealth Partners LTD.17,174$312K0.0%+17.7%0.018%
11/6/2025Oppenheimer & Co. Inc.86,289$1.57M0.0%-9.2%0.089%
11/5/2025Moloney Securities Asset Management LLC12,917$235K0.0%N/A0.013%
11/5/2025Flagship Harbor Advisors LLC210,009$3.81M0.2%+1.5%0.218%
11/5/2025Envestnet Asset Management Inc.117,391$2.13M0.0%+14.4%0.122%
11/4/2025Meridian Wealth Management LLC25,856$470K0.0%N/A0.027%


STEW Institutional Ownership - Frequently Asked Questions

During the previous two years, 111 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 95 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 3,265,954 shares in the last 24 months. This purchase volume represents approximately $58.91M in transactions.

Of the 44 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 ($311.42K), AQR Arbitrage LLC ($307.67K), Karpus Management Inc. ($136.65K), Wolverine Asset Management LLC ($134.83K), IFG Advisory LLC ($126.20K), Wells Fargo & Company MN ($53.47K), and Raymond James Financial Inc. ($47.53K).

Institutional investors have sold a total of 1,430,211 shares in the last 24 months. This volume of shares sold represents approximately $25.76M in transactions.


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This page (NYSE:STEW) was last updated on 7/7/2026 by MarketBeat.com Staff.
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