SRH Total Return Fund (STEW) Institutional Ownership

$15.10

+0.11 (+0.73%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 15.61%
Number of Institutional Buyers (last 12 months): 35
Total Institutional Inflows (last 12 months): $25.77M

Number of Institutional Sellers (last 12 months): 30
Total Institutional Outflows (last 12 months): $12.81M

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STEW Institutional Buying and Selling by Quarter

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SRH Total Return Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	835,663	$12.16M	0.0%	-17.3%	0.860%
7/25/2024	Clear Creek Financial Management LLC	49,800	$725K	0.1%	+2.3%	0.051%
7/22/2024	Atria Wealth Solutions Inc.	122,032	$1.78M	0.0%	-42.0%	0.126%
7/19/2024	Raymond James & Associates	343,602	$5.00M	0.0%	+4.1%	0.354%
7/12/2024	Integrated Capital Management Inc.	13,881	$202K	0.2%	+13.9%	0.014%
7/9/2024	Park Avenue Securities LLC	86,188	$1.25M	0.0%	-1.6%	0.089%
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5/17/2024	Creekmur Asset Management LLC	22,145	$333K	0.1%	-45.8%	0.023%
5/16/2024	B. Riley Wealth Advisors Inc.	545,138	$8.21M	0.2%	-17.6%	0.561%
5/14/2024	Advisors Asset Management Inc.	34,172	$515K	0.0%	-3.0%	0.035%
5/14/2024	Karpus Management Inc.	76,555	$1.15M	0.0%	+86.7%	0.079%
5/1/2024	Matisse Capital	170,000	$2.56M	1.2%	+9.7%	0.175%
4/30/2024	Allspring Global Investments Holdings LLC	1,010,374	$15.22M	0.0%	-4.9%	1.040%
4/26/2024	Rocky Mountain Advisers LLC	189,795	$2.86M	0.9%	+0.5%	0.195%
4/24/2024	Blue Bell Private Wealth Management LLC	135,726	$2.04M	0.4%	+16.1%	0.140%
4/23/2024	Nations Financial Group Inc. IA ADV	15,665	$236K	0.0%	-6.0%	0.016%
4/23/2024	Sugarloaf Wealth Management LLC	44,963	$677K	0.1%	-4.9%	0.046%
4/22/2024	Raymond James & Associates	330,163	$4.97M	0.0%	-1.0%	0.340%
4/18/2024	Allspring Global Investments Holdings LLC	1,010,374	$15.22M	0.0%	-4.9%	1.040%
4/15/2024	Kingswood Wealth Advisors LLC	49,225	$741K	0.1%	+15.7%	0.051%
4/10/2024	Park Avenue Securities LLC	87,564	$1.32M	0.0%	-2.2%	0.090%
3/27/2024	Nomura Holdings Inc.	14,260	$198K	0.0%	N/A	0.015%
3/15/2024	B. Riley Wealth Advisors Inc.	661,288	$9.17M	0.2%	+21.3%	0.681%
3/1/2024	Creekmur Asset Management LLC	40,836	$566K	0.2%	N/A	0.042%
2/15/2024	Bulldog Investors LLP	1,360,514	$18.76M	6.2%	+12.8%	1.401%
2/13/2024	Karpus Management Inc.	41,003	$569K	0.0%	N/A	0.042%
2/13/2024	Quantedge Capital Pte Ltd	135,403	$1.88M	0.9%	+1.7%	0.139%
2/13/2024	1607 Capital Partners LLC	192,445	$2.67M	0.2%	+25.5%	0.198%
2/12/2024	Roundview Capital LLC	30,401	$422K	0.0%	-2.5%	0.031%
2/9/2024	Nemes Rush Group LLC	3,609	$50K	0.0%	N/A	0.004%
2/9/2024	D.A. Davidson & CO.	83,030	$1.15M	0.0%	-5.3%	0.085%
2/8/2024	Level Four Advisory Services LLC	18,198	$252K	0.0%	+6.7%	0.019%
2/8/2024	Matisse Capital	155,000	$2.15M	1.1%	N/A	0.160%
2/7/2024	Shaker Financial Services LLC	618,768	$8.58M	3.5%	+1.1%	0.637%
2/7/2024	Principal Securities Inc.	9,617	$133K	0.0%	N/A	0.010%
2/6/2024	Private Advisor Group LLC	11,863	$165K	0.0%	-36.4%	0.012%
2/6/2024	Connecticut Wealth Management LLC	10,128	$140K	0.0%	N/A	0.010%
2/1/2024	Wolverine Asset Management LLC	222,011	$3.08M	0.0%	-6.8%	0.229%
1/29/2024	Baystate Wealth Management LLC	7,000	$97K	0.0%	N/A	0.007%
1/25/2024	Allspring Global Investments Holdings LLC	1,062,120	$14.73M	0.0%	+32.3%	1.094%
1/25/2024	Blue Bell Private Wealth Management LLC	116,869	$1.62M	0.4%	-1.3%	0.120%
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1/24/2024	Rocky Mountain Advisers LLC	188,935	$2.62M	0.9%	+0.5%	0.195%
1/24/2024	Stratos Wealth Partners LTD.	16,994	$236K	0.0%	-18.4%	0.017%
1/24/2024	Highlander Capital Management LLC	20,926	$290K	0.1%	-9.8%	0.022%
1/24/2024	Clear Creek Financial Management LLC	48,700	$675K	0.1%	-4.9%	0.050%
1/22/2024	Alta Capital Management LLC	31,211	$433K	0.0%	N/A	0.032%
1/16/2024	Raymond James Financial Services Advisors Inc.	50,698	$703K	0.0%	-25.0%	0.052%
1/16/2024	Raymond James & Associates	333,526	$4.63M	0.0%	-2.2%	0.343%
1/10/2024	Sugarloaf Wealth Management LLC	47,279	$656K	0.1%	+5.2%	0.049%
1/10/2024	Integrated Capital Management Inc.	11,815	$164K	0.1%	-6.2%	0.012%
12/1/2023	B. Riley Wealth Advisors Inc.	545,138	$7.08M	0.2%	-20.3%	0.561%
11/15/2023	1607 Capital Partners LLC	153,303	$1.99M	0.1%	+13.1%	0.158%
11/15/2023	Advisors Asset Management Inc.	36,762	$477K	0.0%	-35.2%	0.038%
11/14/2023	AQR Arbitrage LLC	175,102	$2.27M	0.1%	+111.1%	0.180%
11/14/2023	Roundview Capital LLC	31,165	$405K	0.0%	-3.3%	0.032%
11/14/2023	Thomas J. Herzfeld Advisors Inc.	440,608	$5.72M	2.2%	-6.5%	0.454%
11/13/2023	Quantedge Capital Pte Ltd	133,103	$1.73M	0.9%	+1.1%	0.137%
11/13/2023	Wolverine Asset Management LLC	238,266	$3.09M	0.0%	+17.7%	0.245%
11/8/2023	HighTower Advisors LLC	102,875	$1.34M	0.0%	-7.7%	0.106%
11/8/2023	Janney Montgomery Scott LLC	14,323	$186K	0.0%	-9.5%	0.015%
11/8/2023	Atria Wealth Solutions Inc.	210,141	$2.73M	0.0%	-1.8%	0.216%
11/8/2023	Landscape Capital Management L.L.C.	10,518	$137K	0.0%	-21.2%	0.011%
11/8/2023	Oppenheimer & Co. Inc.	73,432	$953K	0.0%	-2.8%	0.076%
11/7/2023	Atlas Wealth LLC	3,425,252	$44.46M	8.3%	-0.2%	3.526%
11/4/2023	NBC Securities Inc.	9,310	$120K	0.0%	N/A	0.010%
11/2/2023	Shaker Financial Services LLC	612,125	$7.95M	3.7%	+3.2%	0.630%
10/31/2023	Rocky Mountain Advisers LLC	188,072	$2.44M	1.2%	+0.9%	0.194%
10/30/2023	Blue Bell Private Wealth Management LLC	118,407	$1.54M	0.4%	-2.0%	0.122%
10/27/2023	Allspring Global Investments Holdings LLC	802,982	$10.42M	0.0%	+34.8%	0.827%
10/26/2023	Punch & Associates Investment Management Inc.	379,386	$4.92M	0.3%	-3.7%	0.391%
10/26/2023	Park Avenue Securities LLC	94,807	$1.23M	0.0%	-3.0%	0.098%
10/26/2023	Advisor Partners II LLC	326,013	$4.23M	0.2%	N/A	0.336%
10/24/2023	Raymond James Financial Services Advisors Inc.	67,599	$877K	0.0%	+2.3%	0.070%
10/24/2023	Raymond James & Associates	340,892	$4.43M	0.0%	+1.5%	0.351%
10/17/2023	Flagship Harbor Advisors LLC	227,503	$2.95M	0.2%	-6.2%	0.234%
10/11/2023	CWM LLC	5,415	$70K	0.0%	+1,990.7%	0.006%
8/16/2023	Thomas J. Herzfeld Advisors Inc.	471,096	$6.26M	2.5%	+8.7%	0.484%
8/15/2023	Bulldog Investors LLP	1,097,043	$14.57M	4.8%	+0.6%	1.127%
8/14/2023	CSS LLC IL	585,898	$7.78M	0.5%	+0.9%	0.602%
8/11/2023	Almitas Capital LLC	132,881	$1.82M	0.8%	+12.9%	0.137%
8/11/2023	Landscape Capital Management L.L.C.	13,355	$177K	0.0%	-17.3%	0.014%
8/11/2023	D.A. Davidson & CO.	87,918	$1.17M	0.0%	-1.3%	0.090%
8/10/2023	Private Advisor Group LLC	18,639	$248K	0.0%	+18.9%	0.019%
8/9/2023	Kingswood Wealth Advisors LLC	42,550	$565K	0.2%	N/A	0.044%
8/8/2023	Blue Bell Private Wealth Management LLC	120,838	$1.61M	0.4%	+6.6%	0.124%
8/8/2023	Ieq Capital LLC	10,259	$136K	0.0%	N/A	0.011%
8/7/2023	Wolverine Asset Management LLC	202,409	$2.69M	0.0%	+16.6%	0.208%
8/7/2023	Shaker Financial Services LLC	593,426	$7.88M	3.4%	-8.9%	0.610%
8/4/2023	Envestnet Asset Management Inc.	94,442	$1.25M	0.0%	-11.9%	0.097%
8/3/2023	Atria Wealth Solutions Inc.	213,925	$2.84M	0.0%	-1.2%	0.220%
8/3/2023	Oppenheimer & Co. Inc.	75,532	$1.00M	0.0%	-4.4%	0.078%
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8/1/2023	Wealthspire Advisors LLC	14,678	$195K	0.0%	N/A	0.015%
7/31/2023	LPL Financial LLC	61,212	$813K	0.0%	-2.9%	0.063%
7/31/2023	Integrated Capital Management Inc.	13,011	$173K	0.2%	N/A	0.013%
7/27/2023	B. Riley Wealth Advisors Inc.	684,060	$9.08M	0.2%	+1.7%	0.703%
7/26/2023	Janney Montgomery Scott LLC	15,823	$210K	0.0%	-11.2%	0.016%
7/25/2023	Raymond James Financial Services Advisors Inc.	66,077	$878K	0.0%	-1.5%	0.068%
7/25/2023	Raymond James & Associates	335,904	$4.46M	0.0%	-2.0%	0.345%
7/24/2023	Allspring Global Investments Holdings LLC	595,840	$7.91M	0.0%	-0.9%	0.612%
7/21/2023	Creative Planning	13,664	$181K	0.0%	-18.9%	0.014%
7/19/2023	Eudaimonia Partners LLC	59,906	$796K	0.2%	+2.8%	0.062%

(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, 77 institutional investors and hedge funds held shares of SRH Total Return Fund. The most heavily invested institutionals were Atlas Wealth LLC ($44.46M), Bulldog Investors LLP ($18.76M), Allspring Global Investments Holdings LLC ($12.16M), Shaker Financial Services LLC ($8.58M), B. Riley Wealth Advisors Inc. ($8.21M), CSS LLC IL ($7.78M), and Thomas J. Herzfeld Advisors Inc. ($5.72M).Learn more on STEW's institutional investors.
What percentage of SRH Total Return Fund stock is owned by institutional investors?: 15.61% of SRH Total Return Fund stock is owned by institutional investors. Learn more on STEW's institutional investor holdings.
Which institutional investors have been buying SRH Total Return Fund stock?: Of the 69 institutional investors that purchased SRH Total Return Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atlas Wealth LLC ($3.42M), B. Riley Wealth Advisors Inc. ($1.13M), Bulldog Investors LLP ($1.09M), Allspring Global Investments Holdings LLC ($1.07M), Shaker Financial Services LLC ($676.61K), Raymond James & Associates ($394.81K), and Advisor Partners II LLC ($326.01K).

How much institutional buying is happening at SRH Total Return Fund?: Institutional investors have bought a total of 10,993,760 shares in the last 24 months. This purchase volume represents approximately $134.52M in transactions.
Which SRH Total Return Fund major shareholders have been selling company stock?: Of the 36 institutional investors that sold SRH Total Return Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($289.21K), B. Riley Wealth Advisors Inc. ($255.07K), Atria Wealth Solutions Inc. ($99.66K), Shaker Financial Services LLC ($57.84K), Raymond James & Associates ($51.20K), Wolverine Asset Management LLC ($43.18K), and Raymond James Financial Services Advisors Inc. ($31.84K).
How much institutional selling is happening at SRH Total Return Fund?: Institutional investors have sold a total of 1,124,932 shares in the last 24 months. This volume of shares sold represents approximately $15.56M in transactions.