Free Trial
→ Elon Set to Shock the World by May 1st ? (From Brownstone Research) (Ad) Buy STEW Stock  Free STEW Stock Alerts

SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$16.70 +1.04 (+6.64%)
Closing price 03:59 PM Eastern
Extended Trading
$16.76 +0.06 (+0.36%)
As of 05:38 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)
56
Total
Institutional Inflows
(last 12 months)
$45.33M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$21.29M
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

Remove Ads

SRH Total Return Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/9/2025NBC 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%
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%
Trump to redistribute trillions of dollars (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
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%
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%
10/25/2024Creekmur Asset Management LLC7,061$112K0.0%-37.2%0.007%
10/19/2024Allspring 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%
10/8/2024Sugarloaf Wealth Management LLC42,981$679K0.1%-4.5%0.044%
10/3/2024Park Avenue Securities LLC80,394$1.27M0.0%-6.7%0.083%
9/9/2024Heritage Wealth Management Inc.31,709$462K0.2%N/A0.033%
9/5/2024Sanctuary Advisors LLC165,930$2.37M0.0%N/A0.171%
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%
8/7/2024Choreo 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%
8/2/2024Wolverine Asset Management LLC308,880$4.49M0.1%-6.0%0.318%
7/31/2024Commonwealth Equity Services LLC44,540$648K0.0%+66.5%0.046%
7/30/2024Matisse Capital180,000$2.62M1.3%+5.9%0.185%
7/29/2024Nations Financial Group Inc. IA ADV14,500$211K0.0%-7.4%0.015%
7/26/2024Allspring Global Investments Holdings LLC835,663$12.16M0.0%-17.3%0.860%
7/25/2024Clear Creek Financial Management LLC49,800$725K0.1%+2.3%0.051%
7/22/2024Atria 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%
7/12/2024Integrated Capital Management Inc.13,881$202K0.2%+13.9%0.014%
7/9/2024Park Avenue Securities LLC86,188$1.25M0.0%-1.6%0.089%
Trump to redistribute trillions of dollars (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
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%
5/1/2024Matisse Capital170,000$2.56M1.2%+9.7%0.175%
4/30/2024Allspring Global Investments Holdings LLC1,010,374$15.22M0.0%-4.9%1.040%
4/26/2024Rocky 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%
4/23/2024Nations Financial Group Inc. IA ADV15,665$236K0.0%-6.0%0.016%
4/23/2024Sugarloaf Wealth Management LLC44,963$677K0.1%-4.9%0.046%
(Data available from 1/1/2016 forward)

Remove Ads

STEW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STEW shares?

During the previous two years, 93 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. ($14.84M), 1607 Capital Partners LLC ($12.63M), Shaker Financial Services LLC ($11.64M), and CSS LLC IL ($10.67M).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 77 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. ($926.41K), Allspring Global Investments Holdings LLC ($675.60K), Raymond James Financial Inc. ($457.60K), Shaker Financial Services LLC ($329.91K), Advisor Partners II LLC ($326.01K), Matisse Capital ($180K), and Wolverine Asset Management LLC ($173.03K).

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

Institutional investors have bought a total of 5,332,134 shares in the last 24 months. This purchase volume represents approximately $77.87M in transactions.

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

Of the 39 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 ($214.70K), Shaker Financial Services LLC ($101.02K), Atria Wealth Solutions Inc. ($100.80K), 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 1,891,163 shares in the last 24 months. This volume of shares sold represents approximately $27.83M in transactions.


Related Companies

This page (NYSE:STEW) was last updated on 4/9/2025 by MarketBeat.com Staff
From Our Partners
Trump’s Secret Weapon
Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's...
American Alternative | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
All Signs Point To Collapse - 401(k)s/IRAs /Are Doomed
Retiring? Not so Fast..Hold Onto Your Bootstraps For A Long Road Ahead
American Hartford Gold | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Elon’s Silver Play? Trump Clears the Path
Nothing is confirmed—yet. But Musk has disrupted every industry he's touched, and Trump's policies make the ti...
Priority Gold | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Musk confirmed that SpaceX's Starship will carry Optimus to Mars in 2026 as part of an autonomous mission to h...
InvestorPlace | Sponsored