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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$15.54
+0.04 (+0.26%)
(As of 11/1/2024 ET)
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)
33
Total
Institutional Inflows
(last 12 months)
$20.37M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$17.98M
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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
11/2/2024Rocky 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%
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%
9/9/2024 Heritage 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%
8/5/2024 Blue Bell Private Wealth Management LLC144,744$2.11M0.4%+6.6%0.149%
8/3/2024 Shaker 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%
7/26/2024 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%
7/22/2024Atria 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%
7/12/2024 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%
5/17/2024 Creekmur 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%
4/30/2024 Allspring 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%
4/24/2024 Blue 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%
4/23/2024 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%
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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%
3/1/2024 Creekmur 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%
2/9/2024D.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%
2/8/2024Matisse Capital155,000$2.15M1.1%N/A0.160%
2/7/2024 Shaker 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%
2/1/2024Wolverine Asset Management LLC222,011$3.08M0.0%-6.8%0.229%
1/29/2024Baystate Wealth Management LLC7,000$97K0.0%N/A0.007%
1/25/2024 Allspring Global Investments Holdings LLC1,062,120$14.73M0.0%+32.3%1.094%
1/25/2024 Blue 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$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%
1/10/2024 Integrated Capital Management Inc.11,815$164K0.1%-6.2%0.012%
12/1/2023B. Riley Wealth Advisors Inc.545,138$7.08M0.2%-20.3%0.561%
11/15/20231607 Capital Partners LLC153,303$1.99M0.1%+13.1%0.158%
11/15/2023Advisors Asset Management Inc.36,762$477K0.0%-35.2%0.038%
11/14/2023AQR Arbitrage LLC175,102$2.27M0.1%+111.1%0.180%
11/14/2023Roundview Capital LLC31,165$405K0.0%-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%
11/8/2023HighTower Advisors LLC102,875$1.34M0.0%-7.7%0.106%
11/8/2023 Janney Montgomery Scott LLC14,323$186K0.0%-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$137K0.0%-21.2%0.011%
11/8/2023Oppenheimer & Co. Inc.73,432$953K0.0%-2.8%0.076%
11/7/2023Atlas Wealth LLC3,425,252$44.46M8.3%-0.2%3.526%
11/4/2023 NBC Securities Inc.9,310$120K0.0%N/A0.010%
11/2/2023 Shaker 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%
10/30/2023 Blue Bell Private Wealth Management LLC118,407$1.54M0.4%-2.0%0.122%
10/27/2023 Allspring Global Investments Holdings LLC802,982$10.42M0.0%+34.8%0.827%
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10/26/2023Punch & Associates Investment Management Inc.379,386$4.92M0.3%-3.7%0.391%
10/26/2023 Park 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$877K0.0%+2.3%0.070%
10/24/2023Raymond James & Associates340,892$4.43M0.0%+1.5%0.351%
10/17/2023 Flagship Harbor Advisors LLC227,503$2.95M0.2%-6.2%0.234%
10/11/2023 CWM LLC5,415$70K0.0%+1,990.7%0.006%
8/16/2023Thomas J. Herzfeld Advisors Inc.471,096$6.26M2.5%+8.7%0.484%
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%
(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, 79 institutional investors and hedge funds held shares of SRH Total Return Fund. The most heavily invested institutionals were Atlas Wealth LLC ($44.46M), Bulldog Investors LLP ($18.76M), Allspring Global Investments Holdings LLC ($12.87M), Shaker Financial Services LLC ($10.35M), CSS LLC IL ($7.78M), B. Riley Wealth Advisors Inc. ($5.78M), and Thomas J. Herzfeld Advisors Inc. ($5.72M).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 68 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), B. Riley Wealth Advisors Inc. ($1.13M), Bulldog Investors LLP ($1.09M), Allspring Global Investments Holdings LLC ($1.07M), Shaker Financial Services LLC ($695.84K), Advisor Partners II LLC ($326.01K), and Wolverine Asset Management LLC ($265.19K).

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

Institutional investors have bought a total of 10,128,117 shares in the last 24 months. This purchase volume represents approximately $126.21M 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: B. Riley Wealth Advisors Inc. ($402.94K), Allspring Global Investments Holdings LLC ($310.42K), Raymond James & Associates ($239.69K), Shaker Financial Services LLC ($101.02K), Atria Wealth Solutions Inc. ($99.66K), Wolverine Asset Management LLC ($62.84K), and Park Avenue Securities LLC ($31.89K).

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

Institutional investors have sold a total of 1,568,571 shares in the last 24 months. This volume of shares sold represents approximately $22.29M in transactions.


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This page (NYSE:STEW) was last updated on 11/2/2024 by MarketBeat.com Staff
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