Raymond James Financial Inc. purchased a new stake in SRH Total Return Fund, Inc. (NYSE:STEW - Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 228,801 shares of the company's stock, valued at approximately $3,665,000. Raymond James Financial Inc. owned 0.24% of SRH Total Return Fund as of its most recent filing with the SEC.
A number of other institutional investors have also modified their holdings of the business. JP Wealth Management Inc. acquired a new position in SRH Total Return Fund in the fourth quarter valued at approximately $14,841,000. Consolidated Portfolio Review Corp bought a new stake in shares of SRH Total Return Fund in the 4th quarter worth approximately $2,277,000. Concurrent Investment Advisors LLC acquired a new position in SRH Total Return Fund during the 4th quarter valued at approximately $822,000. Dakota Wealth Management bought a new position in SRH Total Return Fund during the 4th quarter worth $308,000. Finally, Calamos Advisors LLC bought a new position in SRH Total Return Fund during the 4th quarter worth $272,000. Institutional investors own 15.61% of the company's stock.
SRH Total Return Fund Stock Performance
STEW stock traded up $0.07 during mid-day trading on Monday, reaching $17.25. The company had a trading volume of 309,708 shares, compared to its average volume of 84,333. SRH Total Return Fund, Inc. has a one year low of $14.19 and a one year high of $17.46. The stock's 50-day simple moving average is $16.68 and its two-hundred day simple moving average is $16.25.
SRH Total Return Fund Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 30th. Investors of record on Wednesday, April 23rd will be given a $0.165 dividend. The ex-dividend date of this dividend is Wednesday, April 23rd. This represents a $0.66 annualized dividend and a yield of 3.83%.
SRH Total Return Fund Profile
(
Free Report)
SRH Total Return Fund, Inc is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in equity and fixed-income markets across the globe. It seeks to invest in securities of companies operating across diversified industries.
See Also

Before you consider SRH Total Return Fund, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and SRH Total Return Fund wasn't on the list.
While SRH Total Return Fund currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
MarketBeat's analysts have just released their top five short plays for April 2025. Learn which stocks have the most short interest and how to trade them. Enter your email address to see which companies made the list.
Get This Free Report
Like this article? Share it with a colleague.
Link copied to clipboard.