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DOW   39,200.22 (+0.18%)
QQQ   437.82 (+0.24%)
AAPL   181.63 (-0.49%)
MSFT   410.04 (-0.07%)
META   483.33 (-0.14%)
GOOGL   140.41 (-2.47%)
AMZN   175.68 (+0.39%)
TSLA   198.21 (+3.25%)
NVDA   799.17 (+1.40%)
NIO   5.68 (+5.19%)
AMD   177.14 (+0.35%)
BABA   76.38 (+0.55%)
T   16.64 (-0.95%)
F   12.16 (+0.16%)
MU   90.04 (+4.70%)
CGC   3.52 (+4.76%)
GE   154.95 (+1.06%)
DIS   108.47 (+0.68%)
AMC   4.53 (+2.03%)
PFE   27.23 (-1.91%)
PYPL   59.39 (+0.39%)
XOM   104.59 (+0.72%)
S&P 500   5,089.82 (+0.02%)
DOW   39,200.22 (+0.18%)
QQQ   437.82 (+0.24%)
AAPL   181.63 (-0.49%)
MSFT   410.04 (-0.07%)
META   483.33 (-0.14%)
GOOGL   140.41 (-2.47%)
AMZN   175.68 (+0.39%)
TSLA   198.21 (+3.25%)
NVDA   799.17 (+1.40%)
NIO   5.68 (+5.19%)
AMD   177.14 (+0.35%)
BABA   76.38 (+0.55%)
T   16.64 (-0.95%)
F   12.16 (+0.16%)
MU   90.04 (+4.70%)
CGC   3.52 (+4.76%)
GE   154.95 (+1.06%)
DIS   108.47 (+0.68%)
AMC   4.53 (+2.03%)
PFE   27.23 (-1.91%)
PYPL   59.39 (+0.39%)
XOM   104.59 (+0.72%)
S&P 500   5,089.82 (+0.02%)
DOW   39,200.22 (+0.18%)
QQQ   437.82 (+0.24%)
AAPL   181.63 (-0.49%)
MSFT   410.04 (-0.07%)
META   483.33 (-0.14%)
GOOGL   140.41 (-2.47%)
AMZN   175.68 (+0.39%)
TSLA   198.21 (+3.25%)
NVDA   799.17 (+1.40%)
NIO   5.68 (+5.19%)
AMD   177.14 (+0.35%)
BABA   76.38 (+0.55%)
T   16.64 (-0.95%)
F   12.16 (+0.16%)
MU   90.04 (+4.70%)
CGC   3.52 (+4.76%)
GE   154.95 (+1.06%)
DIS   108.47 (+0.68%)
AMC   4.53 (+2.03%)
PFE   27.23 (-1.91%)
PYPL   59.39 (+0.39%)
XOM   104.59 (+0.72%)
S&P 500   5,089.82 (+0.02%)
DOW   39,200.22 (+0.18%)
QQQ   437.82 (+0.24%)
AAPL   181.63 (-0.49%)
MSFT   410.04 (-0.07%)
META   483.33 (-0.14%)
GOOGL   140.41 (-2.47%)
AMZN   175.68 (+0.39%)
TSLA   198.21 (+3.25%)
NVDA   799.17 (+1.40%)
NIO   5.68 (+5.19%)
AMD   177.14 (+0.35%)
BABA   76.38 (+0.55%)
T   16.64 (-0.95%)
F   12.16 (+0.16%)
MU   90.04 (+4.70%)
CGC   3.52 (+4.76%)
GE   154.95 (+1.06%)
DIS   108.47 (+0.68%)
AMC   4.53 (+2.03%)
PFE   27.23 (-1.91%)
PYPL   59.39 (+0.39%)
XOM   104.59 (+0.72%)

SRH Total Return Fund (STEW) Institutional Ownership

$14.79
+0.06 (+0.41%)
(As of 10:21 AM ET)

Institutional Ownership Changes (13F Filings) for SRH Total Return Fund (NYSE:STEW)

Current
Institutional Ownership
Percentage
14.83%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$51.07 M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$15.31 M
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STEW Institutional Buying and Selling by Quarter


SRH Total Return Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Bulldog Investors LLP1,360,514$18.76M6.2%+12.8%1.401%
2/14/2024Royal Bank of Canada150,986$2.09M0.0%-7.7%0.155%
2/14/2024Pathstone Holdings LLC1,029,804$14.28M0.1%N/A1.060%
2/14/2024Nomura Holdings Inc.14,260$0.20M0.0%N/A0.015%
2/13/2024Envestnet Asset Management Inc.87,495$1.21M0.0%-3.5%0.090%
2/13/2024Karpus Management Inc.41,003$0.57M0.0%N/A0.042%
2/13/2024Quantedge Capital Pte Ltd135,403$1.88M0.9%+1.7%0.139%
2/13/2024Cetera Advisor Networks LLC28,952$0.40M0.0%-2.6%0.030%
2/13/20241607 Capital Partners LLC192,445$2.67M0.2%+25.5%0.198%
2/12/2024Roundview Capital LLC30,401$0.42M0.0%-2.5%0.031%
2/12/2024Stifel Financial Corp51,100$0.71M0.0%-14.0%0.053%
2/9/2024Nemes Rush Group LLC3,609$50K0.0%N/A0.004%
2/9/2024D.A. Davidson & CO.83,030$1.15M0.0%-5.3%0.085%
2/9/2024UBS Group AG77,771$1.08M0.0%+1.5%0.080%
2/8/2024Level Four Advisory Services LLC18,198$0.25M0.0%+6.7%0.019%
2/8/2024Matisse Capital155,000$2.15M1.1%N/A0.160%
2/7/2024Shaker Financial Services LLC618,768$8.58M3.5%+1.1%0.637%
2/7/2024Principal Securities Inc.9,617$0.13M0.0%N/A0.010%
2/6/2024Private Advisor Group LLC11,863$0.17M0.0%-36.4%0.012%
2/6/2024Connecticut Wealth Management LLC10,128$0.14M0.0%N/A0.010%
2/1/2024Wolverine Asset Management LLC222,011$3.08M0.0%-6.8%0.229%
1/29/2024Baystate Wealth Management LLC7,000$97K0.0%N/A0.007%
1/25/2024Allspring Global Investments Holdings LLC1,062,120$14.73M0.0%+32.3%1.094%
1/25/2024Blue Bell Private Wealth Management LLC116,869$1.62M0.4%-1.3%0.120%
1/24/2024Rocky Mountain Advisers LLC188,935$2.62M0.9%+0.5%0.195%
1/24/2024Stratos Wealth Partners LTD.16,994$0.24M0.0%-18.4%0.017%
1/24/2024Highlander Capital Management LLC20,926$0.29M0.1%-9.8%0.022%
1/24/2024Clear Creek Financial Management LLC48,700$0.68M0.1%-4.9%0.050%
1/22/2024Alta Capital Management LLC31,211$0.43M0.0%N/A0.032%
1/16/2024Raymond James Financial Services Advisors Inc.50,698$0.70M0.0%-25.0%0.052%
1/16/2024Raymond James & Associates333,526$4.63M0.0%-2.2%0.343%
1/10/2024Sugarloaf Wealth Management LLC47,279$0.66M0.1%+5.2%0.049%
1/10/2024Integrated Capital Management Inc.11,815$0.16M0.1%-6.2%0.012%
12/1/2023B. Riley Wealth Advisors Inc.545,138$7.08M0.2%-20.3%0.561%
11/21/2023Walleye Capital LLC32,945$0.43M0.0%+53.6%0.034%
11/21/2023Comerica Bank6,625$86K0.0%N/A0.007%
11/16/2023Morgan Stanley4,843,123$62.86M0.0%-3.8%4.986%
11/15/2023Royal Bank of Canada163,607$2.12M0.0%+1.5%0.168%
11/15/20231607 Capital Partners LLC153,303$1.99M0.1%+13.1%0.158%
11/15/2023Advisors Asset Management Inc.36,762$0.48M0.0%-35.2%0.038%
11/14/2023AQR Arbitrage LLC175,102$2.27M0.1%+111.1%0.180%
11/14/2023Roundview Capital LLC31,165$0.41M0.0%-3.3%0.032%
11/14/2023Thomas J. Herzfeld Advisors Inc.440,608$5.72M2.2%-6.5%0.454%
11/13/2023Quantedge Capital Pte Ltd133,103$1.73M0.9%+1.1%0.137%
11/13/2023Wolverine Asset Management LLC238,266$3.09M0.0%+17.7%0.245%
11/13/2023Envestnet Asset Management Inc.90,634$1.18M0.0%-4.0%0.093%
11/9/2023UBS Group AG76,635$1M0.0%-1.3%0.079%
11/8/2023HighTower Advisors LLC102,875$1.34M0.0%-7.7%0.106%
11/8/2023Janney Montgomery Scott LLC14,323$0.19M0.0%-9.5%0.015%
11/8/2023Atria Wealth Solutions Inc.210,141$2.73M0.0%-1.8%0.216%
11/8/2023Landscape Capital Management L.L.C.10,518$0.14M0.0%-21.2%0.011%
11/8/2023Oppenheimer & Co. Inc.73,432$0.95M0.0%-2.8%0.076%
11/7/2023Atlas Wealth LLC3,425,252$44.46M8.3%-0.2%3.526%
11/4/2023NBC Securities Inc.9,310$0.12M0.0%N/A0.010%
11/2/2023Shaker Financial Services LLC612,125$7.95M3.7%+3.2%0.630%
10/31/2023Rocky Mountain Advisers LLC188,072$2.44M1.2%+0.9%0.194%
10/30/2023Blue Bell Private Wealth Management LLC118,407$1.54M0.4%-2.0%0.122%
10/27/2023Allspring Global Investments Holdings LLC802,982$10.42M0.0%+34.8%0.827%
10/26/2023Punch & Associates Investment Management Inc.379,386$4.92M0.3%-3.7%0.391%
10/26/2023Park Avenue Securities LLC94,807$1.23M0.0%-3.0%0.098%
10/26/2023Advisor Partners II LLC326,013$4.23M0.2%N/A0.336%
10/24/2023Raymond James Financial Services Advisors Inc.67,599$0.88M0.0%+2.3%0.070%
10/24/2023Raymond James & Associates340,892$4.43M0.0%+1.5%0.351%
10/17/2023Flagship Harbor Advisors LLC227,503$2.95M0.2%-6.2%0.234%
10/11/2023CWM LLC5,415$70K0.0%+1,990.7%0.006%
8/21/2023Osaic Holdings Inc.72,770$0.97M0.0%-14.8%0.075%
8/16/2023Thomas J. Herzfeld Advisors Inc.471,096$6.26M2.5%+8.7%0.484%
8/15/2023Wells Fargo & Company MN162,184$2.15M0.0%-12.7%0.167%
8/15/2023SkyView Investment Advisors LLC50,000$0.66M0.2%N/A0.051%
8/15/2023Walleye Capital LLC21,450$0.29M0.0%N/A0.022%
8/15/2023Royal Bank of Canada161,267$2.14M0.0%-4.9%0.166%
8/15/2023Stifel Financial Corp59,800$0.79M0.0%-15.6%0.061%
8/15/2023Bulldog Investors LLP1,097,043$14.57M4.8%+0.6%1.127%
8/14/2023CSS LLC IL585,898$7.78M0.5%+0.9%0.602%
8/14/2023MML Investors Services LLC69,029$0.92M0.0%+3.0%0.071%
8/11/2023Almitas Capital LLC132,881$1.82M0.8%+12.9%0.137%
8/11/2023Landscape Capital Management L.L.C.13,355$0.18M0.0%-17.3%0.014%
8/11/2023D.A. Davidson & CO.87,918$1.17M0.0%-1.3%0.090%
8/11/2023JPMorgan Chase & Co.6,320$84K0.0%-75.0%0.006%
8/10/2023Osaic Holdings Inc.72,770$0.97M0.0%-14.8%0.075%
8/10/2023Private Advisor Group LLC18,639$0.25M0.0%+18.9%0.019%
8/9/2023Kingswood Wealth Advisors LLC42,550$0.57M0.2%N/A0.044%
8/8/2023Blue Bell Private Wealth Management LLC120,838$1.61M0.4%+6.6%0.124%
8/8/2023Ieq Capital LLC10,259$0.14M0.0%N/A0.011%
8/7/2023Wolverine Asset Management LLC202,409$2.69M0.0%+16.6%0.208%
8/7/2023Shaker Financial Services LLC593,426$7.88M3.4%-8.9%0.610%
8/4/2023Envestnet Asset Management Inc.94,442$1.25M0.0%-11.9%0.097%
8/3/2023Atria Wealth Solutions Inc.213,925$2.84M0.0%-1.2%0.220%
8/3/2023Oppenheimer & Co. Inc.75,532$1M0.0%-4.4%0.078%
8/1/2023Wealthspire Advisors LLC14,678$0.20M0.0%N/A0.015%
7/31/2023LPL Financial LLC61,212$0.81M0.0%-2.9%0.063%
7/31/2023Integrated Capital Management Inc.13,011$0.17M0.2%N/A0.013%
7/27/2023B. Riley Wealth Advisors Inc.684,060$9.08M0.2%+1.7%0.703%
7/26/2023Janney Montgomery Scott LLC15,823$0.21M0.0%-11.2%0.016%
7/25/2023Raymond James Financial Services Advisors Inc.66,077$0.88M0.0%-1.5%0.068%
7/25/2023Raymond James & Associates335,904$4.46M0.0%-2.0%0.345%
7/24/2023Allspring Global Investments Holdings LLC595,840$7.91M0.0%-0.9%0.612%
7/21/2023Creative Planning13,664$0.18M0.0%-18.9%0.014%
7/19/2023Eudaimonia Partners LLC59,906$0.80M0.2%+2.8%0.062%
7/18/2023Allspring Global Investments Holdings LLC595,840$7.91M0.0%-0.9%0.612%
(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, 96 institutional investors and hedge funds held shares of SRH Total Return Fund. The most heavily invested institutionals were Morgan Stanley ($62.86M), Atlas Wealth LLC ($44.46M), Bulldog Investors LLP ($18.76M), Allspring Global Investments Holdings LLC ($14.73M), Pathstone Holdings LLC ($14.28M), Shaker Financial Services LLC ($8.58M), and CSS LLC IL ($7.78M).Learn more on STEW's institutional investors.

What percentage of SRH Total Return Fund stock is owned by institutional investors?

14.83% 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 83 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), Bulldog Investors LLP ($1.09M), Allspring Global Investments Holdings LLC ($1.07M), Pathstone Holdings LLC ($1.03M), B. Riley Wealth Advisors Inc. ($1.01M), Shaker Financial Services LLC ($0.68M), and Raymond James & Associates ($0.38M).

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

Institutional investors have bought a total of 12,529,216 shares in the last 24 months. This purchase volume represents approximately $153.85M in transactions.

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

Of the 46 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: 1832 Asset Management L.P. ($0.36M), Morgan Stanley ($0.35M), Wells Fargo & Company MN ($0.16M), B. Riley Wealth Advisors Inc. ($0.14M), Shaker Financial Services LLC ($57.84K), Raymond James & Associates ($47.84K), and Wolverine Asset Management LLC ($43.18K).

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

Institutional investors have sold a total of 1,610,312 shares in the last 24 months. This volume of shares sold represents approximately $20.62M in transactions.


This page (NYSE:STEW) was last updated on 2/26/2024 by MarketBeat.com Staff