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STEW Insider Trading

Insider Ownership Percentage: 0.09%
Insider Buying (Last 12 Months): $87,650.00
Insider Selling (Last 12 Months): $0.00

SRH Total Return Fund Insider Trading History Chart

This chart shows the insider buying and selling history at SRH Total Return Fund by year and by quarter.

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SRH Total Return Fund Share Price & Price History

Current Price: $17.71
Price Change: ▲ Price Increase of +0.125 (0.71%)
As of 05/22/2026 02:30 PM ET

This chart shows the closing price history over time for STEW up to the past year.

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Days: 30 | 90 | 365

SRH Total Return Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/21/2026Jacob E HemmerDirectorBuy5,000$17.53$87,650.0010,000View SEC Filing Icon  
5/7/2024Thomas Jack MooreDirectorBuy1,426$20,491.62$29,221,050.122,960View SEC Filing Icon  
11/8/2023Thomas Jack MooreDirectorBuy1,534$13.03$19,988.021,534View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for SRH Total Return Fund (NYSE:STEW)

15.61% of SRH Total Return Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at STEW by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

SRH Total Return Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE278,867$4.77M0.0%+0.5%0.289%Search for SEC Filing on Google Icon
5/18/2026Readystate Asset Management LP35,622$0.61M0.0%+15.0%0.037%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada170,172$2.91M0.0%-12.7%0.176%Search for SEC Filing on Google Icon
5/13/2026Cetera Investment Advisers25,591$0.44M0.0%-6.1%0.027%Search for SEC Filing on Google Icon
5/12/2026Quantedge Capital Pte Ltd255,603$4.37M2.4%+10.6%0.265%Search for SEC Filing on Google Icon
5/8/2026Bulldog Investors LLP1,287,582$22.02M5.0%+3.5%1.335%Search for SEC Filing on Google Icon
5/7/2026Basepoint Wealth LLC10,478$0.18M0.1%-20.6%0.011%Search for SEC Filing on Google Icon
5/6/2026GatePass Capital LLC430,595$7.36M3.4%-0.9%0.446%Search for SEC Filing on Google Icon
5/6/2026Allspring Global Investments Holdings LLC721,643$12.34M0.0%+9.6%0.748%Search for SEC Filing on Google Icon
5/5/2026D.A. Davidson & CO.83,645$1.43M0.0%+0.7%0.087%Search for SEC Filing on Google Icon
5/4/2026NWF Advisory Services Inc.19,250$0.33M0.0%-8.1%0.020%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp1,539$26K0.0%N/A0.002%Search for SEC Filing on Google Icon
4/30/2026Kestra Advisory Services LLC15,493$0.27M0.0%-16.5%0.016%Search for SEC Filing on Google Icon
4/27/2026Private Advisor Group LLC43,213$0.74M0.0%+8.6%0.045%Search for SEC Filing on Google Icon
4/22/2026Janney Montgomery Scott LLC33,023$0.57M0.0%N/A0.034%Search for SEC Filing on Google Icon
4/16/2026Evolve Private Wealth LLC158,980$2.72M0.1%-0.4%0.165%Search for SEC Filing on Google Icon
4/16/2026Uhlmann Price Securities LLC89,699$1.62M0.1%+5.5%0.093%Search for SEC Filing on Google Icon
3/17/2026Rockefeller Capital Management L.P.1,700$32K0.0%N/A0.002%Search for SEC Filing on Google Icon
3/3/2026NWF Advisory Services Inc.20,950$0.39M0.0%+17.7%0.022%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC64,734$1.20M0.0%-7.2%0.067%Search for SEC Filing on Google Icon
2/18/2026Readystate Asset Management LP30,975$0.57M0.0%-58.0%0.032%Search for SEC Filing on Google Icon
2/18/2026Evolve Private Wealth LLC159,690$2.96M0.2%N/A0.166%Search for SEC Filing on Google Icon
2/18/20261607 Capital Partners LLC865,815$16.05M1.1%+8.1%0.898%Search for SEC Filing on Google Icon
2/17/2026AQR Arbitrage LLC137,083$2.54M0.1%-39.7%0.142%Search for SEC Filing on Google Icon
2/17/2026Almitas Capital LLC28,719$0.53M0.1%N/A0.030%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers27,246$0.51M0.0%-6.7%0.028%Search for SEC Filing on Google Icon
2/17/2026Nitor Capital Management LLC14,151$0.26M0.2%N/A0.015%Search for SEC Filing on Google Icon
2/17/2026Quantedge Capital Pte Ltd231,103$4.29M2.0%+4.8%0.240%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.37,044$0.69M0.0%-6.5%0.038%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS71,329$1.32M0.0%+146.2%0.074%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada194,964$3.62M0.0%+1.7%0.202%Search for SEC Filing on Google Icon
2/16/2026WealthTrust Axiom LLC40,895$0.76M0.2%+13.2%0.042%Search for SEC Filing on Google Icon
2/16/2026MML Investors Services LLC75,179$1.39M0.0%+3.7%0.078%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC10,058$0.19M0.0%-12.3%0.010%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC18,560$0.34M0.0%+5.9%0.019%Search for SEC Filing on Google Icon
2/13/2026Thomas J. Herzfeld Advisors Inc.382,005$7.08M2.4%+1.7%0.396%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp39,124$0.73M0.0%-6.4%0.041%Search for SEC Filing on Google Icon
2/13/2026Bulldog Investors LLP1,243,823$23.06M5.2%+11.3%1.290%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN152,079$2.82M0.0%-26.0%0.158%Search for SEC Filing on Google Icon
2/12/2026Commonwealth Equity Services LLC17,953$0.33M0.0%-18.5%0.019%Search for SEC Filing on Google Icon
2/12/2026Principal Securities Inc.136,433$2.53M0.0%+8.9%0.141%Search for SEC Filing on Google Icon
2/12/2026Winning Points Advisors LLC184,162$3.41M3.2%N/A0.191%Search for SEC Filing on Google Icon
2/11/2026Monetary Management Group Inc.29,700$0.55M0.1%+6.5%0.031%Search for SEC Filing on Google Icon
2/11/2026LPL Financial LLC393,713$7.30M0.0%+44.0%0.408%Search for SEC Filing on Google Icon
2/11/2026Closed End Fund Advisors Inc.21,298$0.40M0.2%N/A0.022%Search for SEC Filing on Google Icon
2/10/2026Northwestern Mutual Wealth Management Co.12,918$0.24M0.0%+34.0%0.013%Search for SEC Filing on Google Icon
2/10/2026Carnegie Lake Advisors LLC10,745$0.20M0.1%-10.0%0.011%Search for SEC Filing on Google Icon
2/10/2026IFG Advisory LLC35,248$0.65M0.0%-9.5%0.037%Search for SEC Filing on Google Icon
2/9/2026Roundview Capital LLC19,273$0.36M0.0%-10.1%0.020%Search for SEC Filing on Google Icon
2/9/2026Flputnam Investment Management Co.37,673$0.70M0.0%N/A0.039%Search for SEC Filing on Google Icon
2/9/2026Blue Bell Private Wealth Management LLC327,106$6.07M0.9%+8.6%0.339%Search for SEC Filing on Google Icon
2/6/2026Kingdom Financial Group LLC.154,509$2.87M0.9%N/A0.160%Search for SEC Filing on Google Icon
2/6/2026Global Retirement Partners LLC8,005$0.15M0.0%+38.3%0.008%Search for SEC Filing on Google Icon
2/6/2026PNC Financial Services Group Inc.4,774$89K0.0%-23.9%0.005%Search for SEC Filing on Google Icon
2/6/2026HighTower Advisors LLC114,164$2.12M0.0%-2.3%0.118%Search for SEC Filing on Google Icon
2/3/2026Costello Asset Management INC8,478$0.16M0.1%-8.9%0.009%Search for SEC Filing on Google Icon
2/2/2026Wolverine Asset Management LLC35,670$0.66M0.0%-34.4%0.037%Search for SEC Filing on Google Icon
2/2/2026Oppenheimer & Co. Inc.68,098$1.26M0.0%-21.1%0.071%Search for SEC Filing on Google Icon
1/29/2026Comerica Bank1,758$33K0.0%-57.1%0.002%Search for SEC Filing on Google Icon
1/29/2026Calamos Advisors LLC24,196$0.45M0.0%+32.1%0.025%Search for SEC Filing on Google Icon
1/29/2026NBC Securities Inc.8,346$0.16M0.0%-13.1%0.009%Search for SEC Filing on Google Icon
1/28/2026Kingswood Wealth Advisors LLC79,475$1.47M0.1%+1.4%0.082%Search for SEC Filing on Google Icon
1/26/2026Shaker Financial Services LLC108,639$2.01M0.6%-47.9%0.113%Search for SEC Filing on Google Icon
1/26/2026Heritage Wealth Management Inc.19,856$0.37M0.1%-10.4%0.021%Search for SEC Filing on Google Icon
1/23/2026Clear Creek Financial Management LLC44,800$0.83M0.1%-3.9%0.046%Search for SEC Filing on Google Icon
1/21/2026Flagship Harbor Advisors LLC208,370$3.86M0.2%-0.8%0.216%Search for SEC Filing on Google Icon
1/20/2026Thurston Springer Miller Herd & Titak Inc.2,200$41K0.0%+1,000.0%0.002%Search for SEC Filing on Google Icon
1/15/2026JP Wealth Management Inc.1,475,715$27.36M19.3%+17.5%1.530%Search for SEC Filing on Google Icon
1/15/2026Allspring Global Investments Holdings LLC658,204$12.20M0.0%-0.5%0.683%Search for SEC Filing on Google Icon
1/12/2026Uhlmann Price Securities LLC85,047$1.58M0.9%+22.7%0.088%Search for SEC Filing on Google Icon
1/12/2026Stolper Co1,671$31K0.0%-90.7%0.002%Search for SEC Filing on Google Icon
1/8/2026Integrated Capital Management Inc.20,650$0.38M0.3%+5.5%0.021%Search for SEC Filing on Google Icon
1/5/2026Park Avenue Securities LLC105,504$1.96M0.0%-1.4%0.109%Search for SEC Filing on Google Icon
11/17/2025NewEdge Advisors LLC69,739$1.27M0.0%+0.9%0.072%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE295,198$5.36M0.0%+4.8%0.306%Search for SEC Filing on Google Icon
11/17/20251607 Capital Partners LLC800,865$14.54M1.1%+3.5%0.830%Search for SEC Filing on Google Icon
11/14/2025Ancora Advisors LLC18,481$0.34M0.0%-5.6%0.019%Search for SEC Filing on Google Icon
11/14/2025AQR Arbitrage LLC227,162$4.12M0.1%-28.2%0.236%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.193,408$3.51M0.0%-19.7%0.201%Search for SEC Filing on Google Icon
11/13/2025Pathstone Holdings LLC952,563$17.30M0.1%-1.7%0.988%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG119,518$2.17M0.0%-13.6%0.124%Search for SEC Filing on Google Icon
11/13/2025Private Advisor Group LLC37,833$0.69M0.0%+13.9%0.039%Search for SEC Filing on Google Icon
11/12/2025Consolidated Portfolio Review Corp203,541$3.69M0.5%-0.7%0.211%Search for SEC Filing on Google Icon
11/12/2025IFG Advisory LLC38,969$0.71M0.0%-75.9%0.040%Search for SEC Filing on Google Icon
11/12/2025Level Four Advisory Services LLC21,881$0.40M0.0%+9.7%0.023%Search for SEC Filing on Google Icon
11/12/2025Greenwood Gearhart Inc.14,128$0.26M0.0%N/A0.015%Search for SEC Filing on Google Icon
11/10/2025Beverly Hills Private Wealth LLC27,455$0.50M0.1%+10.9%0.028%Search for SEC Filing on Google Icon
11/10/2025Clear Creek Financial Management LLC46,600$0.85M0.1%-2.5%0.048%Search for SEC Filing on Google Icon
11/7/2025Readystate Asset Management LP73,701$1.34M0.1%+24.7%0.076%Search for SEC Filing on Google Icon
11/7/2025PNC Financial Services Group Inc.6,274$0.11M0.0%-9.4%0.007%Search for SEC Filing on Google Icon
11/7/2025HighTower Advisors LLC116,862$2.12M0.0%-3.4%0.121%Search for SEC Filing on Google Icon
11/7/2025Uhlmann Price Securities LLC69,306$1.26M0.8%+0.9%0.072%Search for SEC Filing on Google Icon
11/6/2025Stratos Wealth Partners LTD.17,174$0.31M0.0%+17.7%0.018%Search for SEC Filing on Google Icon
11/6/2025Oppenheimer & Co. Inc.86,289$1.57M0.0%-9.2%0.089%Search for SEC Filing on Google Icon
11/5/2025Moloney Securities Asset Management LLC12,917$0.24M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/5/2025Flagship Harbor Advisors LLC210,009$3.81M0.2%+1.5%0.218%Search for SEC Filing on Google Icon
11/5/2025Envestnet Asset Management Inc.117,391$2.13M0.0%+14.4%0.122%Search for SEC Filing on Google Icon
11/4/2025Meridian Wealth Management LLC25,856$0.47M0.0%N/A0.027%Search for SEC Filing on Google Icon
11/4/2025Heritage Wealth Management Inc.22,158$0.40M0.1%-5.3%0.023%Search for SEC Filing on Google Icon
10/31/2025B. Riley Wealth Advisors Inc.404,260$7.34M0.3%+0.6%0.419%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
SRH Total Return Fund logo
SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in equity and fixed-income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend-paying value stocks of companies across all capitalizations, as well as in fixed-income securities issued by companies. It employs both fundamental and quantitative analysis with a bottom-up security picking approach, focusing on such factors as defensible businesses with solid financial positions and strong operating track records to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Composite Index. SRH Total Return Fund, Inc. is domiciled in the United States.
Read More on SRH Total Return Fund

Today's Range

Now: $17.71
Low: $17.60
High: $17.74

50 Day Range

MA: $17.48
Low: $16.60
High: $18.08

52 Week Range

Now: $17.71
Low: $16.55
High: $18.67

Volume

42,588 shs

Average Volume

89,018 shs

Market Capitalization

$1.71 billion

P/E Ratio

N/A

Dividend Yield

4.15%

Beta

0.85

Who are the company insiders with the largest holdings of SRH Total Return Fund?

SRH Total Return Fund's top insider investors include:
  1. Jacob E Hemmer (Director)
  2. Thomas Jack Moore (Director)
Learn More about top insider investors at SRH Total Return Fund.

Who are the major institutional investors of SRH Total Return Fund?

SRH Total Return Fund's top institutional shareholders include:
  1. Bulldog Investors LLP — 1.34%
  2. Allspring Global Investments Holdings LLC — 0.75%
  3. GatePass Capital LLC — 0.45%
  4. Bank of America Corp DE — 0.29%
  5. Quantedge Capital Pte Ltd — 0.27%
  6. Royal Bank of Canada — 0.18%
Learn More about top institutional investors of SRH Total Return Fund stock.

Which institutional investors are selling SRH Total Return Fund stock?

Within the previous quarter, STEW stock was sold by these institutional investors:
  1. Royal Bank of Canada
  2. GatePass Capital LLC
  3. Kestra Advisory Services LLC
  4. Basepoint Wealth LLC
  5. NWF Advisory Services Inc.
  6. Cetera Investment Advisers
  7. Evolve Private Wealth LLC

Which institutional investors are buying SRH Total Return Fund stock?

Within the previous quarter, STEW stock was bought by institutional investors including:
  1. Allspring Global Investments Holdings LLC
  2. Bulldog Investors LLP
  3. Janney Montgomery Scott LLC
  4. Quantedge Capital Pte Ltd
  5. Uhlmann Price Securities LLC
  6. Readystate Asset Management LP
  7. Private Advisor Group LLC
  8. Fifth Third Bancorp