Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
111
-
Total 13F shares, excl. options
-
15.3M
-
Shares change
-
-2.69M
-
Total reported value, excl. options
-
$212M
-
Value change
-
-$34.2M
-
Number of buys
-
43
-
Number of sells
-
-40
-
Price
-
$13.87
Significant Holders of SRH Total Return Fund, Inc. - COM (STEW) as of Q4 2023
117 filings reported holding STEW - SRH Total Return Fund, Inc. - COM as of Q4 2023.
SRH Total Return Fund, Inc. - COM (STEW) has 111 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.3M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.74M shares), Bulldog Investors, LLP (1.36M shares), Allspring Global Investments Holdings, LLC (1.06M shares), Pathstone Holdings, LLC (1.03M shares), B. Riley Wealth Advisors, Inc. (661K shares), Shaker Financial Services, LLC (619K shares), CSS LLC/IL (593K shares), COHEN & STEERS, INC. (486K shares), Thomas J. Herzfeld Advisors, Inc. (396K shares), and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (352K shares).
This table shows the top 111 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.