Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
97
-
Total 13F shares, excl. options
-
17.8M
-
Shares change
-
+237K
-
Total reported value, excl. options
-
$237M
-
Value change
-
+$3.33M
-
Number of buys
-
38
-
Number of sells
-
-38
-
Price
-
$13.28
Significant Holders of SRH Total Return Fund, Inc. - COM (STEW) as of Q2 2023
107 filings reported holding STEW - SRH Total Return Fund, Inc. - COM as of Q2 2023.
SRH Total Return Fund, Inc. - COM (STEW) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17.8M shares
.
Largest 10 shareholders include MORGAN STANLEY (5.03M shares), Atlas Wealth LLC (3.43M shares), Bulldog Investors, LLP (1.1M shares), B. Riley Wealth Advisors, Inc. (684K shares), Allspring Global Investments Holdings, LLC (596K shares), Shaker Financial Services, LLC (593K shares), CSS LLC/IL (586K shares), COHEN & STEERS, INC. (476K shares), Thomas J. Herzfeld Advisors, Inc. (471K shares), and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (394K shares).
This table shows the top 97 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.