Insider Transactions Reported by 12 Insiders of SRH Total Return Fund, Inc.

Symbol: STEW on NYSE
Location: Denver, CO

Quick Takeaways

STEW - SRH Total Return Fund, Inc. has 12 insiders with reported activity on this page.
Net insider value flow over the last year: +$12,148.
Recent transaction rows are available for direct filing-level review.

What Changed

Buy value: $12,148; sell value: $0.
Net share flow: +685.

Why This Matters

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Source Evidence

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to buying over the last 12 months. Net value: +$12,148.

Buys

$12,148

Shares: 685

Insiders: 1

Sells

Shares: 0

Insiders: 0

Net

+$12,148

Shares: +685

Insiders: 1

Window (months)	Buy shares	Buy $	Sell $	Net $
0-3	0	$0	$0	$0
3-6	0	$0	$0	$0
6-9	0	$0	$0	$0
9-12	685	$12,148	$0	+$12,148

SRH Total Return Fund, Inc. executives and other stock owners filed with the SEC include:

Name	Relationship	Holdings Value	Past Year Net Change	Change %	Valuation	Report Date
Joel W. Looney	Former Director, Former President	$1,318,438	+$12,148	+0.93%	Filing P/S	31 Mar 2026
Thomas Jack Moore	Director	$112,464			Mixed	30 Nov 2025
Jacob E. Hemmer	Director	$92,550			Mixed	01 Jan 2026
Paralel Advisors LLC	Investment Adviser				Mixed	22 Nov 2021
May Jeremy O	Officer of Adviser				Mixed	22 Nov 2021
Stephen C. Miller	Former Director and CLO				Mixed	31 Aug 2021
Jonathan Albro Vickery	Officer of Advisor				Mixed	22 Nov 2021
Jill Kerschen	Treasurer				Mixed	22 Nov 2021
Christopher Moore	Secretary, CCO, Officer of Advisor				Mixed	22 Nov 2021
SRH Total Return Fund, Inc.	Chief Compliance Officer				Mixed	07 Nov 2024
Brenna Fudjack	Chief Compliance Officer				Mixed	07 Nov 2024
Shane Kevin Quinlan	Director				Mixed	02 Aug 2024

Top shareholders of SRH Total Return Fund, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
MORGAN STANLEY	13F	Company	— class O/S missing	2,166,650	$37,049,733	—	31 Mar 2026	13F
JP Wealth Management, Inc.	13F	Company	— class O/S missing	1,555,695	$26,602,385	—	31 Mar 2026	13F
Bulldog Investors, LLP	13F	Company	— class O/S missing	1,287,582	$22,017,652	—	31 Mar 2026	13F
Pathstone Holdings, LLC	13F	Company	— class O/S missing	910,227	$15,564,878	—	31 Mar 2026	13F
1607 Capital Partners, LLC	13F	Company	— class O/S missing	885,921	$15,149,249	—	31 Mar 2026	13F
Allspring Global Investments Holdings, LLC	13F	Company	— class O/S missing	721,643	$12,340,095	—	31 Mar 2026	13F
CSS LLC/IL	13F	Company	— class O/S missing	461,965	$7,899,602	—	31 Mar 2026	13F
GatePass Capital, LLC	13F	Company	— class O/S missing	430,595	$7,363,175	—	31 Mar 2026	13F
LPL Financial LLC	13F	Company	— class O/S missing	426,314	$7,289,976	—	31 Mar 2026	13F
B. Riley Wealth Advisors, Inc.	13F	Company	— class O/S missing	403,720	$6,746,150	—	31 Mar 2026	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— class O/S missing	350,678	$5,996,600	—	31 Mar 2026	13F
COHEN & STEERS, INC.	13F	Company	— class O/S missing	296,158	$5,064,000	—	31 Mar 2026	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	286,488	$4,898,945	—	31 Mar 2026	13F
Quantedge Capital Pte Ltd	13F	Company	— class O/S missing	255,603	$4,370,811	—	31 Mar 2026	13F
RAYMOND JAMES FINANCIAL INC	13F	Company	— class O/S missing	222,619	$3,806,787	—	31 Mar 2026	13F
Matisse Capital	13F	Company	— class O/S missing	216,000	$3,693,600	—	31 Mar 2026	13F
FLAGSHIP HARBOR ADVISORS, LLC	13F	Company	— class O/S missing	207,230	$3,543,647	—	31 Mar 2026	13F
SRH ADVISORS, LLC	13F	Company	— class O/S missing	188,926	$3,230,637	—	31 Mar 2026	13F
RPO LLC	13F	Company	— class O/S missing	178,990	$3,060,729	—	31 Mar 2026	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	170,172	$2,910,000	—	31 Mar 2026	13F
EVOLVE PRIVATE WEALTH, LLC	13F	Company	— class O/S missing	158,980	$2,718,566	—	31 Mar 2026	13F
Kingdom Financial Group LLC.	13F	Company	— class O/S missing	154,836	$2,647,688	—	31 Mar 2026	13F
Lloyd Advisory Services, LLC.	13F	Company	— class O/S missing	154,836	$2,647,688	—	31 Mar 2026	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	151,751	$2,594,951	—	31 Mar 2026	13F
PRINCIPAL SECURITIES, INC.	13F	Company	— class O/S missing	133,164	$2,277,104	—	31 Mar 2026	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	— class O/S missing	132,383	$2,264,000	—	31 Mar 2026	13F
Almitas Capital LLC	13F	Company	— class O/S missing	116,755	$1,996,511	—	31 Mar 2026	13F
CAPSTONE INVESTMENT ADVISORS, LLC	13F	Company	— class O/S missing	111,819	$1,912,105	—	31 Mar 2026	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	— class O/S missing	107,778	$1,843,001	—	31 Mar 2026	13F
HighTower Advisors, LLC	13F	Company	— class O/S missing	107,147	$1,832,211	—	31 Mar 2026	13F
ENVESTNET ASSET MANAGEMENT INC	13F	Company	— class O/S missing	106,748	$1,825,382	—	31 Mar 2026	13F
SouthState Bank Corp	13F	Company	— class O/S missing	100,000	$1,710,000	—	31 Mar 2026	13F
PARK AVENUE SECURITIES LLC	13F	Company	— class O/S missing	96,812	$1,655,000	—	31 Mar 2026	13F
UHLMANN PRICE SECURITIES, LLC	13F	Company	— class O/S missing	89,699	$1,619,357	—	31 Mar 2026	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	93,534	$1,599,431	—	31 Mar 2026	13F
D.A. DAVIDSON & CO.	13F	Company	— class O/S missing	83,645	$1,430,337	—	31 Mar 2026	13F
UBS Group AG	13F	Company	— class O/S missing	78,842	$1,348,198	—	31 Mar 2026	13F
&PARTNERS	13F	Company	— class O/S missing	78,243	$1,337,955	—	31 Mar 2026	13F
Joel W. Looney	3/4/5	Former Director, Former President	— class O/S missing	74,308	$1,318,438	+$12,148	31 Mar 2026	3/4/5
KINGSWOOD WEALTH ADVISORS, LLC	13F	Company	— class O/S missing	72,775	$1,244,453	—	31 Mar 2026	13F
MML INVESTORS SERVICES, LLC	13F	Company	— class O/S missing	70,284	$1,201,861	—	31 Mar 2026	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	66,933	$1,144,554	—	31 Mar 2026	13F
BOOTHBAY FUND MANAGEMENT, LLC	13F	Company	— class O/S missing	66,297	$1,133,679	—	31 Mar 2026	13F
Independent Advisor Alliance	13F	Company	— class O/S missing	60,360	$1,032,156	—	31 Mar 2026	13F
Advisory Advocates, LLC	13F	Company	— class O/S missing	57,899	$990,071	—	31 Mar 2026	13F
Beverly Hills Private Wealth, LLC	13F	Company	— class O/S missing	50,831	$869,205	—	31 Mar 2026	13F
DCF Advisers, LLC	13F	Company	— class O/S missing	50,000	$855,000	—	31 Mar 2026	13F
WealthTrust Axiom LLC	13F	Company	— class O/S missing	49,082	$839,308	—	31 Mar 2026	13F
Clear Creek Financial Management, LLC	13F	Company	— class O/S missing	44,800	$766,080	—	31 Mar 2026	13F
TWIN FOCUS CAPITAL PARTNERS, LLC	13F	Company	— class O/S missing	43,487	$743,628	—	31 Mar 2026	13F

Recent Insider Transactions by Companies or Individuals for SRH Total Return Fund, Inc.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Value $	* Price $	Shares	Shares Owned	Date	Ownership
Joel W. Looney	STEW	COMMON STOCK	Purchase	0.93%	$12,148	$17.74	685	74,308	31 Jul 2025	Direct

* An asterisk sign (*) next to the price indicates that the price is likely invalid.