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SRH Total Return Fund (STEW) Institutional Ownership

SRH Total Return Fund logo
$16.11 -0.05 (-0.31%)
(As of 11/20/2024 ET)
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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)
35
Total
Institutional Inflows
(last 12 months)
$20.58M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$17.13M
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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
11/15/2024 Stifel Financial Corp50,835$803K0.0%-1.5%0.053%
11/15/2024 HighTower Advisors LLC102,358$1.62M0.0%-3.3%0.106%
11/14/2024 Walleye Capital LLC62,876$993K0.0%-1.9%0.065%
11/9/2024 Landscape Capital Management L.L.C.126,984$2.01M0.2%+8.9%0.132%
11/7/2024 Pathstone Holdings LLC1,197,409$18.93M0.1%+11.5%1.241%
11/6/2024 Sather Financial Group Inc19,159$303K0.0%N/A0.020%
11/6/2024 Oppenheimer & 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%
10/31/2024 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%
8/16/2024 Quarry LP10,500$153K0.0%N/A0.011%
8/16/2024 Northwestern Mutual Wealth Management Co.5,880$86K0.0%-30.5%0.006%
8/16/2024 NewEdge Advisors LLC67,873$988K0.0%+2.7%0.070%
8/16/2024 Almitas Capital LLC219,890$3.20M1.3%-3.3%0.226%
8/7/2024 Choreo 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%
8/2/2024 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%
7/30/2024Matisse 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%
5/17/2024 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%
5/14/2024 Advisors Asset Management Inc.34,172$515K0.0%-3.0%0.035%
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5/14/2024 Karpus 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%
4/26/2024 Rocky 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%
4/23/2024 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%
3/27/2024 Nomura 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%
2/15/2024 Bulldog Investors LLP1,360,514$18.76M6.2%+12.8%1.401%
2/13/2024 Karpus Management Inc.41,003$569K0.0%N/A0.042%
2/13/2024 Quantedge Capital Pte Ltd135,403$1.88M0.9%+1.7%0.139%
2/13/2024 1607 Capital Partners LLC192,445$2.67M0.2%+25.5%0.198%
2/12/2024 Roundview Capital LLC30,401$422K0.0%-2.5%0.031%
2/9/2024 Nemes 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%
2/8/2024 Level 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%
2/6/2024 Connecticut 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%
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%
1/24/2024 Rocky 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%
1/22/2024 Alta 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%
11/15/2023 1607 Capital Partners LLC153,303$1.99M0.1%+13.1%0.158%
11/15/2023 Advisors Asset Management Inc.36,762$477K0.0%-35.2%0.038%
11/14/2023 AQR Arbitrage LLC175,102$2.27M0.1%+111.1%0.180%
11/14/2023 Roundview Capital LLC31,165$405K0.0%-3.3%0.032%
11/14/2023 Thomas J. Herzfeld Advisors Inc.440,608$5.72M2.2%-6.5%0.454%
11/13/2023 Quantedge Capital Pte Ltd133,103$1.73M0.9%+1.1%0.137%
11/13/2023 Wolverine Asset Management LLC238,266$3.09M0.0%+17.7%0.245%
11/8/2023 HighTower Advisors LLC102,875$1.34M0.0%-7.7%0.106%
11/8/2023 Janney Montgomery Scott LLC14,323$186K0.0%-9.5%0.015%
When it comes to NVDA… “acceleration cycles” are the key (Ad)

Expert options trader Graham Lindman has been working on a new way to tap into Nvidia’s options… By simply isolating outsized “acceleration cycles” within Nvidia stock (most investors don’t even know it exists)... And thanks to many months and late nights working out the kinks of the systems… They have finally found a way to target these cycles on Nvidia over and over again.

Use this link to see Nvidia Unchained right away!
11/8/2023 Atria Wealth Solutions Inc.210,141$2.73M0.0%-1.8%0.216%
11/8/2023 Landscape Capital Management L.L.C.10,518$137K0.0%-21.2%0.011%
11/8/2023 Oppenheimer & Co. Inc.73,432$953K0.0%-2.8%0.076%
11/7/2023 Atlas 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%
10/31/2023 Rocky 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%
10/26/2023 Punch & Associates Investment Management Inc.379,386$4.92M0.3%-3.7%0.391%
(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, 75 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), Allspring Global Investments Holdings LLC ($12.87M), Shaker Financial Services LLC ($10.35M), CSS LLC IL ($7.78M), and B. Riley Wealth Advisors Inc. ($5.78M).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 58 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), Allspring Global Investments Holdings LLC ($1.07M), Shaker Financial Services LLC ($330.73K), 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 8,235,748 shares in the last 24 months. This purchase volume represents approximately $106.40M in transactions.

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

Of the 40 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 1,576,569 shares in the last 24 months. This volume of shares sold represents approximately $22.42M in transactions.


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This page (NYSE:STEW) was last updated on 11/21/2024 by MarketBeat.com Staff
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