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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$18.22 +0.17 (+0.91%)
Closing price 08/22/2025 03:58 PM Eastern
Extended Trading
$18.22 0.00 (0.00%)
As of 08/22/2025 04:10 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)
67
Total
Institutional Inflows
(last 12 months)
$74.97M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$32.97M
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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
8/19/2025 B. Riley Wealth Advisors Inc.401,868$7.11M0.3%N/A0.416%
8/15/2025 MML Investors Services LLC83,893$1.48M0.0%+12.2%0.087%
8/15/2025 Bank of America Corp DE281,567$4.98M0.0%+12.3%0.292%
8/15/2025 AQR Arbitrage LLC316,222$5.58M0.1%-28.9%0.328%
8/14/2025 Jane Street Group LLC10,781$191K0.0%N/A0.011%
8/14/2025 Raymond James Financial Inc.240,942$4.26M0.0%+8.8%0.250%
8/14/2025 Karpus Management Inc.372,566$6.59M0.2%-26.8%0.386%
8/14/2025 Heritage Wealth Management Inc.23,408$414K0.1%-20.8%0.024%
8/14/2025 Quantedge Capital Pte Ltd200,303$3.54M3.2%+1.6%0.208%
8/14/2025 NewEdge Advisors LLC69,123$1.22M0.0%+1.9%0.072%
8/13/2025 Thomas J. Herzfeld Advisors Inc.325,726$5.76M2.1%+90,128.8%0.338%
8/13/2025 Walleye Capital LLC11,433$202K0.0%-74.3%0.012%
8/13/2025 Northwestern Mutual Wealth Management Co.9,639$170K0.0%+22.6%0.010%
8/12/2025 Steward Partners Investment Advisory LLC10,364$183K0.0%+37.3%0.011%
8/8/2025 Cetera Investment Advisers29,306$518K0.0%-7.7%0.030%
8/8/2025 Calamos Advisors LLC15,040$266K0.0%-8.0%0.016%
8/8/2025 PNC Financial Services Group Inc.6,925$122K0.0%-48.6%0.007%
8/6/2025 Carnegie Lake Advisors LLC14,307$253K0.1%-11.3%0.015%
8/5/2025 Shaker Financial Services LLC69,216$1.22M0.4%-75.4%0.072%
8/4/2025 IFG Advisory LLC161,447$2.85M0.1%N/A0.167%
8/4/2025 Wolverine Asset Management LLC39,958$706K0.0%-74.4%0.041%
8/4/2025 Flagship Harbor Advisors LLC206,955$3.66M0.2%+2.9%0.214%
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%
5/16/2025 NewEdge Advisors LLC67,862$1.17M0.0%-9.8%0.070%
5/16/2025 AQR Arbitrage LLC444,748$7.61M0.2%-1.7%0.461%
5/16/2025 Ancora Advisors LLC19,581$338K0.0%-7.4%0.020%
5/16/2025 1607 Capital Partners LLC785,460$13.55M1.1%-0.4%0.814%
5/15/2025 Royal Bank of Canada186,601$3.22M0.0%+17.4%0.193%
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5/14/2025 Walleye Capital LLC44,556$769K0.0%-6.3%0.046%
5/14/2025 Monetary Management Group Inc.27,900$481K0.1%+132.5%0.029%
5/13/2025 Raymond James Financial Inc.221,395$3.82M0.0%-3.2%0.229%
5/13/2025 HighTower Advisors LLC98,674$1.70M0.0%-5.2%0.102%
5/12/2025 SouthState Corp100,000$1.73M0.1%N/A0.104%
5/12/2025 Wolverine 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%
5/9/2025 Shaker Financial Services LLC280,886$4.85M1.9%-61.3%0.291%
5/9/2025 DCF Advisers LLC50,000$862K0.4%-15.3%0.052%
5/7/2025 LPL Financial LLC187,166$3.23M0.0%-2.2%0.194%
5/6/2025 Cetera Investment Advisers31,758$548K0.0%+3.4%0.033%
5/6/2025 Roundview Capital LLC21,699$374K0.0%+10.2%0.022%
5/6/2025 Readystate 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%
5/5/2025 Blue Bell Private Wealth Management LLC270,574$4.67M0.9%+5.3%0.280%
5/5/2025 Private Advisor Group LLC23,021$397K0.0%+9.8%0.024%
4/30/2025 Beverly Hills Private Wealth LLC22,642$391K0.1%N/A0.023%
4/29/2025 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%
2/25/2025 B. Riley Wealth Advisors Inc.401,936$6.44M0.2%+6.4%0.416%
2/18/2025 CSS LLC IL666,055$10.67M0.5%+0.7%0.690%
2/17/2025 Waverly Advisors LLC15,035$241K0.0%N/A0.016%
2/17/2025 Quantedge Capital Pte Ltd193,203$3.10M1.1%+10.8%0.200%
2/17/2025 Pathstone Holdings LLC1,196,302$19.18M0.1%-0.1%1.240%
2/17/2025 Millennium Management LLC21,044$337K0.0%N/A0.022%
2/17/2025 Capstone Investment Advisors LLC109,668$1.76M0.0%N/A0.114%
2/17/2025 Bank of America Corp DE161,699$2.59M0.0%+6.3%0.168%
2/17/2025 Almitas Capital LLC301,991$4.84M1.1%+36.8%0.313%
2/14/2025 AQR Arbitrage LLC452,370$7.24M0.2%+4.5%0.469%
2/14/2025 Boothbay Fund Management LLC56,397$903K0.0%+228.9%0.058%
2/14/2025 Stifel Financial Corp50,235$805K0.0%-1.2%0.052%
2/14/2025 Shaker Financial Services LLC726,726$11.64M4.5%+10.9%0.753%
2/14/2025 MML Investors Services LLC73,787$1.18M0.0%+1.7%0.076%
2/13/2025 1607 Capital Partners LLC788,578$12.63M1.0%+0.1%0.817%
2/13/2025 NewEdge Advisors LLC75,267$1.21M0.0%+8.0%0.078%
2/13/2025 Walleye Capital LLC47,551$762K0.0%-24.4%0.049%
2/13/2025 Mariner LLC22,149$355K0.0%-18.5%0.023%
2/13/2025 Raymond 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%
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2/13/2025 Wells Fargo & Company MN182,927$2.93M0.0%+13.7%0.190%
2/12/2025 Landscape Capital Management L.L.C.91,715$1.47M0.2%-27.8%0.095%
2/12/2025 RPO LLC169,290$2.71M2.5%+30.2%0.175%
2/12/2025 Level Four Advisory Services LLC18,496$296K0.0%+4.8%0.019%
2/11/2025 LPL Financial LLC191,361$3.07M0.0%+3.3%0.198%
2/7/2025 HighTower Advisors LLC104,060$1.67M0.0%+1.7%0.108%
2/7/2025 Independent Advisor Alliance91,325$1.46M0.0%N/A0.095%
2/7/2025 PNC Financial Services Group Inc.13,475$216K0.0%+110.2%0.014%
2/7/2025 Blue Bell Private Wealth Management LLC257,068$4.12M0.8%+13.9%0.266%
2/6/2025 Raymond James Financial Inc.228,801$3.67M0.0%N/A0.237%
(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, 99 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 85 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), B. Riley Wealth Advisors Inc. ($542.02K), Raymond James Financial Inc. ($477.15K), Advisor Partners II LLC ($326.01K), Thomas J. Herzfeld Advisors Inc. ($325.37K), and Consolidated Portfolio Review Corp ($205.00K).

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

Institutional investors have bought a total of 4,522,551 shares in the last 24 months. This purchase volume represents approximately $74.97M in transactions.

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

Of the 36 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 ($657.51K), Allspring Global Investments Holdings LLC ($301.35K), Wolverine Asset Management LLC ($272.93K), Raymond James & Associates ($188.48K), Karpus Management Inc. ($136.65K), AQR Arbitrage LLC ($136.15K), and Walleye Capital LLC ($52.69K).

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

Institutional investors have sold a total of 1,945,282 shares in the last 24 months. This volume of shares sold represents approximately $32.97M in transactions.


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This page (NYSE:STEW) was last updated on 8/23/2025 by MarketBeat.com Staff
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