Q1 2024 13F Holders as of 3/31/2024
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Type / Class
-
Equity / COM
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Number of holders
-
104
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Total 13F shares, excl. options
-
14.6M
-
Shares change
-
-114K
-
Total reported value, excl. options
-
$219M
-
Value change
-
-$1.23M
-
Number of buys
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44
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Number of sells
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-38
-
Price
-
$15.06
Significant Holders of SRH Total Return Fund, Inc. - COM (STEW) as of Q1 2024
115 filings reported holding STEW - SRH Total Return Fund, Inc. - COM as of Q1 2024.
SRH Total Return Fund, Inc. - COM (STEW) has 104 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.6M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.21M shares), Bulldog Investors, LLP (1.23M shares), Pathstone Holdings, LLC (1.12M shares), Allspring Global Investments Holdings, LLC (1.01M shares), Shaker Financial Services, LLC (679K shares), CSS LLC/IL (599K shares), B. Riley Wealth Advisors, Inc. (545K shares), COHEN & STEERS, INC. (486K shares), 1607 Capital Partners, LLC (433K shares), and RAYMOND JAMES & ASSOCIATES (330K shares).
This table shows the top 104 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.