Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
97
-
Total 13F shares, excl. options
-
17,657,371
-
Shares change
-
+189,698
-
Total reported value, excl. options
-
$216,845,707
-
Value change
-
+$2,275,704
-
Number of buys
-
42
-
Number of sells
-
-39
-
Price
-
$12.28
Significant Holders of SRH Total Return Fund, Inc. - COM (STEW) as of Q1 2023
109 filings reported holding STEW - SRH Total Return Fund, Inc. - COM as of Q1 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 17,657,371 shares
.
Largest 10 shareholders include MORGAN STANLEY (4,992,249 shares), Atlas Wealth LLC (3,405,052 shares), Bulldog Investors, LLP (1,090,630 shares), B. Riley Wealth Advisors, Inc. (672,743 shares), Shaker Financial Services, LLC (651,268 shares), Allspring Global Investments Holdings, LLC (601,341 shares), CSS LLC/IL (580,389 shares), COHEN & STEERS, INC. (476,158 shares), Thomas J. Herzfeld Advisors, Inc. (433,567 shares), and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (394,320 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.