Free Trial
→ Your blueprint for crypto wealth (From Crypto 101 Media) (Ad) Free STEW Stock Alerts

SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$17.61 -0.07 (-0.40%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$17.63 +0.02 (+0.11%)
As of 07/11/2025 08:00 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.
Compare

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)
$51.33M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$28.56M
Get STEW Insider Trade Alerts

Want to know when executives and insiders are buying or selling SRH Total Return Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

STEW Institutional Buying and Selling by Quarter

SRH Total Return Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/9/2025Atria 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%
4/9/2025 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%
"I'm risking my reputation on this" (Ad)

Behind closed doors, away from the mainstream media's eyes, the smartest minds in crypto are all seeing the same signals. They're positioning themselves for something unprecedented. And after 17 million podcast downloads and over 600 insider interviews, I finally connected all the dots… What I discovered was so explosive, so potentially life-changing, that I had to put it all in a book.

Claim your FREE copy of Crypto Revolution now.
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%
2/13/2025Envestnet 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%
"I'm risking my reputation on this" (Ad)

Behind closed doors, away from the mainstream media's eyes, the smartest minds in crypto are all seeing the same signals. They're positioning themselves for something unprecedented. And after 17 million podcast downloads and over 600 insider interviews, I finally connected all the dots… What I discovered was so explosive, so potentially life-changing, that I had to put it all in a book.

Claim your FREE copy of Crypto Revolution now.
11/14/2024Walleye Capital LLC62,876$993K0.0%-1.9%0.065%
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%
(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), 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 3,199,057 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 1,781,537 shares in the last 24 months. This volume of shares sold represents approximately $28.56M in transactions.


Related Companies

This page (NYSE:STEW) was last updated on 7/13/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Hedge fund legend humiliates Bitcoin traders
Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...
Brownstone Research | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored