Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / COM
-
Number of holders
-
102
-
Total 13F shares, excl. options
-
17,518,069
-
Shares change
-
+545,256
-
Total reported value, excl. options
-
$222,515,256
-
Value change
-
+$7,071,548
-
Number of buys
-
46
-
Number of sells
-
-32
-
Price
-
$12.7
Significant Holders of SRH Total Return Fund, Inc. - COM (STEW) as of Q4 2022
108 filings reported holding STEW - SRH Total Return Fund, Inc. - COM as of Q4 2022.
SRH Total Return Fund, Inc. - COM (STEW) has 102 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17,518,069 shares
.
Largest 10 shareholders include MORGAN STANLEY (5,172,435 shares), Atlas Wealth LLC (3,423,292 shares), Bulldog Investors, LLP (939,097 shares), B. Riley Wealth Advisors, Inc. (676,661 shares), CSS LLC/IL (580,389 shares), COHEN & STEERS, INC. (476,158 shares), Shaker Financial Services, LLC (437,441 shares), 1832 Asset Management L.P. (430,000 shares), Thomas J. Herzfeld Advisors, Inc. (421,703 shares), and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (403,657 shares).
This table shows the top 102 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.