Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / COM
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Number of holders
-
113
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Total 13F shares, excl. options
-
15.7M
-
Shares change
-
+413K
-
Total reported value, excl. options
-
$252M
-
Value change
-
+$6.63M
-
Number of buys
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53
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Number of sells
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-32
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Price
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$16.02
Significant Holders of SRH Total Return Fund, Inc. - COM (STEW) as of Q4 2024
121 filings reported holding STEW - SRH Total Return Fund, Inc. - COM as of Q4 2024.
SRH Total Return Fund, Inc. - COM (STEW) has 113 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.57M shares), Bulldog Investors, LLP (1.22M shares), Pathstone Holdings, LLC (1.2M shares), JP Wealth Management, Inc. (926K shares), 1607 Capital Partners, LLC (789K shares), Shaker Financial Services, LLC (727K shares), CSS LLC/IL (666K shares), Allspring Global Investments Holdings, LLC (534K shares), AQR Arbitrage LLC (452K shares), and Karpus Management, Inc. (444K shares).
This table shows the top 113 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.