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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$17.68 -0.17 (-0.95%)
As of 09:44 AM Eastern
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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)
66
Total
Institutional Inflows
(last 12 months)
$51.33M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$28.58M
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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
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%
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%
2/25/2025B. 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%
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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%
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%
2/6/2025 Steward Partners Investment Advisory LLC11,392$182K0.0%+207.9%0.012%
2/3/2025 Wolverine Asset Management LLC288,883$4.63M0.0%-7.7%0.299%
2/3/2025 Concurrent Investment Advisors LLC51,305$822K0.0%N/A0.053%
2/3/2025 Private 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%
1/30/2025 Principal 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%
1/24/2025 Calamos Advisors LLC17,002$272K0.0%N/A0.018%
1/24/2025 JP Wealth Management Inc.926,405$14.84M10.9%N/A0.960%
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%
1/22/2025 Buffington 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%
11/25/2024 Synovus Financial Corp12,794$202K0.0%N/A0.013%
11/25/2024Sanctuary Advisors LLC164,871$2.69M0.0%-0.6%0.171%
11/15/2024 Stifel Financial Corp50,835$803K0.0%-1.5%0.053%
11/15/2024 HighTower Advisors LLC102,358$1.62M0.0%-3.3%0.106%
11/14/2024 Walleye Capital LLC62,876$993K0.0%-1.9%0.065%
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11/9/2024 Landscape Capital Management L.L.C.126,984$2.01M0.2%+8.9%0.132%
11/7/2024 Pathstone Holdings LLC1,197,409$18.93M0.1%+11.5%1.241%
11/6/2024 Sather Financial Group Inc19,159$303K0.0%N/A0.020%
11/6/2024 Oppenheimer & Co. Inc.72,771$1.15M0.0%+1.1%0.075%
11/5/2024 Nations Financial Group Inc. IA ADV12,000$190K0.0%-17.2%0.012%
11/4/2024 Wolverine Asset Management LLC312,888$4.94M0.1%+1.3%0.324%
11/2/2024 Rocky Mountain Advisers LLC191,446$3.03M0.9%+0.4%0.198%
11/1/2024 Hudson Value Partners LLC12,208$193K0.1%N/A0.013%
10/31/2024 Shaker Financial Services LLC655,209$10.35M3.9%+3.0%0.679%
10/25/2024 Creekmur Asset Management LLC7,061$112K0.0%-37.2%0.007%
(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 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 84 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: 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 5,188,391 shares in the last 24 months. This purchase volume represents approximately $78.17M in transactions.

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

Of the 47 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 ($590.56K), Shaker Financial Services LLC ($546.86K), B. Riley Wealth Advisors Inc. ($422.28K), Raymond James & Associates ($206.22K), Wolverine Asset Management LLC ($192.70K), Atria Wealth Solutions Inc. ($103.95K), and Sugarloaf Wealth Management LLC ($47.22K).

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

Institutional investors have sold a total of 2,473,787 shares in the last 24 months. This volume of shares sold represents approximately $38.16M in transactions.


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This page (NYSE:STEW) was last updated on 5/20/2025 by MarketBeat.com Staff
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