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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$16.48 +0.01 (+0.07%)
Closing price 02/4/2025 03:57 PM Eastern
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$16.25 -0.23 (-1.40%)
As of 04:52 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)
42
Total
Institutional Inflows
(last 12 months)
$35.92M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$20.54M
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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
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%
1/10/2025 Sugarloaf 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%
11/25/2024 Sanctuary 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%
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%
11/6/2024 Sather Financial Group Inc19,159$303K0.0%N/A0.020%
11/6/2024Oppenheimer & Co. Inc.72,771$1.15M0.0%+1.1%0.075%
11/5/2024 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%
10/31/2024Shaker Financial Services LLC655,209$10.35M3.9%+3.0%0.679%
10/25/2024Creekmur Asset Management LLC7,061$112K0.0%-37.2%0.007%
10/19/2024 Allspring Global Investments Holdings LLC814,448$12.87M0.0%-2.5%0.839%
10/18/2024Raymond James & Associates155,118$2.45M0.0%-54.9%0.160%
10/8/2024 Sugarloaf Wealth Management LLC42,981$679K0.1%-4.5%0.044%
10/3/2024 Park Avenue Securities LLC80,394$1.27M0.0%-6.7%0.083%
9/9/2024Heritage Wealth Management Inc.31,709$462K0.2%N/A0.033%
9/5/2024 Sanctuary Advisors LLC165,930$2.37M0.0%N/A0.171%
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8/19/2024B. Riley Wealth Advisors Inc.397,270$5.78M0.1%-27.1%0.409%
8/16/2024Quarry LP10,500$153K0.0%N/A0.011%
8/16/2024Northwestern Mutual Wealth Management Co.5,880$86K0.0%-30.5%0.006%
8/16/2024NewEdge Advisors LLC67,873$988K0.0%+2.7%0.070%
8/16/2024Almitas Capital LLC219,890$3.20M1.3%-3.3%0.226%
8/7/2024 Choreo LLC12,775$185K0.0%N/A0.013%
8/5/2024Blue Bell Private Wealth Management LLC144,744$2.11M0.4%+6.6%0.149%
8/3/2024Shaker Financial Services LLC635,982$9.25M3.7%-6.4%0.655%
8/2/2024 Wolverine Asset Management LLC308,880$4.49M0.1%-6.0%0.318%
7/31/2024Commonwealth Equity Services LLC44,540$648K0.0%+66.5%0.046%
7/30/2024 Matisse Capital180,000$2.62M1.3%+5.9%0.185%
7/29/2024 Nations Financial Group Inc. IA ADV14,500$211K0.0%-7.4%0.015%
7/26/2024 Allspring Global Investments Holdings LLC835,663$12.16M0.0%-17.3%0.860%
7/25/2024 Clear Creek Financial Management LLC49,800$725K0.1%+2.3%0.051%
7/22/2024 Atria Wealth Solutions Inc.122,032$1.78M0.0%-42.0%0.126%
7/19/2024Raymond James & Associates343,602$5.00M0.0%+4.1%0.354%
7/12/2024 Integrated Capital Management Inc.13,881$202K0.2%+13.9%0.014%
7/9/2024 Park Avenue Securities LLC86,188$1.25M0.0%-1.6%0.089%
5/17/2024Creekmur Asset Management LLC22,145$333K0.1%-45.8%0.023%
5/16/2024B. Riley Wealth Advisors Inc.545,138$8.21M0.2%-17.6%0.561%
5/14/2024Advisors Asset Management Inc.34,172$515K0.0%-3.0%0.035%
5/14/2024Karpus Management Inc.76,555$1.15M0.0%+86.7%0.079%
5/1/2024 Matisse Capital170,000$2.56M1.2%+9.7%0.175%
4/30/2024 Allspring Global Investments Holdings LLC1,010,374$15.22M0.0%-4.9%1.040%
4/26/2024 Rocky Mountain Advisers LLC189,795$2.86M0.9%+0.5%0.195%
4/24/2024Blue Bell Private Wealth Management LLC135,726$2.04M0.4%+16.1%0.140%
4/23/2024 Nations Financial Group Inc. IA ADV15,665$236K0.0%-6.0%0.016%
4/23/2024 Sugarloaf Wealth Management LLC44,963$677K0.1%-4.9%0.046%
4/22/2024Raymond James & Associates330,163$4.97M0.0%-1.0%0.340%
4/18/2024 Allspring Global Investments Holdings LLC1,010,374$15.22M0.0%-4.9%1.040%
4/15/2024 Kingswood Wealth Advisors LLC49,225$741K0.1%+15.7%0.051%
4/10/2024 Park Avenue Securities LLC87,564$1.32M0.0%-2.2%0.090%
3/27/2024Nomura Holdings Inc.14,260$198K0.0%N/A0.015%
3/15/2024B. Riley Wealth Advisors Inc.661,288$9.17M0.2%+21.3%0.681%
3/1/2024Creekmur Asset Management LLC40,836$566K0.2%N/A0.042%
2/15/2024Bulldog Investors LLP1,360,514$18.76M6.2%+12.8%1.401%
2/13/2024Karpus Management Inc.41,003$569K0.0%N/A0.042%
2/13/2024Quantedge Capital Pte Ltd135,403$1.88M0.9%+1.7%0.139%
2/13/20241607 Capital Partners LLC192,445$2.67M0.2%+25.5%0.198%
2/12/2024Roundview Capital LLC30,401$422K0.0%-2.5%0.031%
2/9/2024Nemes Rush Group LLC3,609$50K0.0%N/A0.004%
2/9/2024 D.A. Davidson & CO.83,030$1.15M0.0%-5.3%0.085%
2/8/2024Level Four Advisory Services LLC18,198$252K0.0%+6.7%0.019%
2/8/2024 Matisse Capital155,000$2.15M1.1%N/A0.160%
2/7/2024Shaker Financial Services LLC618,768$8.58M3.5%+1.1%0.637%
2/7/2024 Principal Securities Inc.9,617$133K0.0%N/A0.010%
2/6/2024 Private Advisor Group LLC11,863$165K0.0%-36.4%0.012%
2/6/2024Connecticut Wealth Management LLC10,128$140K0.0%N/A0.010%
2/1/2024 Wolverine Asset Management LLC222,011$3.08M0.0%-6.8%0.229%
1/29/2024Baystate Wealth Management LLC7,000$97K0.0%N/A0.007%
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1/25/2024 Allspring 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%
1/24/2024 Rocky Mountain Advisers LLC188,935$2.62M0.9%+0.5%0.195%
1/24/2024 Stratos Wealth Partners LTD.16,994$236K0.0%-18.4%0.017%
1/24/2024Highlander Capital Management LLC20,926$290K0.1%-9.8%0.022%
1/24/2024 Clear Creek Financial Management LLC48,700$675K0.1%-4.9%0.050%
1/22/2024Alta Capital Management LLC31,211$433K0.0%N/A0.032%
1/16/2024Raymond James Financial Services Advisors Inc.50,698$703K0.0%-25.0%0.052%
1/16/2024Raymond James & Associates333,526$4.63M0.0%-2.2%0.343%
1/10/2024 Sugarloaf Wealth Management LLC47,279$656K0.1%+5.2%0.049%
(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, 80 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 ($18.93M), Bulldog Investors LLP ($18.76M), JP Wealth Management Inc. ($14.84M), Shaker Financial Services LLC ($10.35M), Allspring Global Investments Holdings LLC ($8.56M), 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?

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 65 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), JP Wealth Management Inc. ($926.41K), B. Riley Wealth Advisors Inc. ($773.84K), Allspring Global Investments Holdings LLC ($675.60K), Advisor Partners II LLC ($326.01K), Shaker Financial Services LLC ($258.40K), and Matisse Capital ($180K).

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

Institutional investors have bought a total of 8,545,133 shares in the last 24 months. This purchase volume represents approximately $115.01M in transactions.

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

Of the 38 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), B. Riley Wealth Advisors Inc. ($422.28K), Raymond James & Associates ($239.69K), Atria Wealth Solutions Inc. ($105.58K), Shaker Financial Services LLC ($101.02K), Wolverine Asset Management LLC ($59.92K), and Sugarloaf Wealth Management LLC ($52.58K).

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

Institutional investors have sold a total of 1,898,044 shares in the last 24 months. This volume of shares sold represents approximately $27.72M in transactions.


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This page (NYSE:STEW) was last updated on 2/5/2025 by MarketBeat.com Staff
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