STEW Insider Trading

Insider Ownership Percentage: 0.14%
Insider Buying (Last 12 Months): $29,241,038.14
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: $14.58
Price Change: Price Decrease of -0.07 (-0.48%)
As of 05/20/2024 01:00 AM ET

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

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

SRH Total Return Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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
5/17/2024Creekmur Asset Management LLC22,145$0.33M0.1%-45.8%0.023%Search for SEC Filing on Google Icon
5/16/2024B. Riley Wealth Advisors Inc.545,138$8.21M0.2%-17.6%0.561%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.34,172$0.52M0.0%-3.0%0.035%Search for SEC Filing on Google Icon
5/14/2024Karpus Management Inc.76,555$1.15M0.0%+86.7%0.079%Search for SEC Filing on Google Icon
5/1/2024Matisse Capital170,000$2.56M1.2%+9.7%0.175%Search for SEC Filing on Google Icon
4/30/2024Allspring Global Investments Holdings LLC1,010,374$15.22M0.0%-4.9%1.040%Search for SEC Filing on Google Icon
4/26/2024Rocky Mountain Advisers LLC189,795$2.86M0.9%+0.5%0.195%Search for SEC Filing on Google Icon
4/24/2024Blue Bell Private Wealth Management LLC135,726$2.04M0.4%+16.1%0.140%Search for SEC Filing on Google Icon
4/23/2024Nations Financial Group Inc. IA ADV15,665$0.24M0.0%-6.0%0.016%Search for SEC Filing on Google Icon
4/23/2024Sugarloaf Wealth Management LLC44,963$0.68M0.1%-4.9%0.046%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates330,163$4.97M0.0%-1.0%0.340%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC1,010,374$15.22M0.0%-4.9%1.040%Search for SEC Filing on Google Icon
4/15/2024Kingswood Wealth Advisors LLC49,225$0.74M0.1%+15.7%0.051%Search for SEC Filing on Google Icon
4/10/2024Park Avenue Securities LLC87,564$1.32M0.0%-2.2%0.090%Search for SEC Filing on Google Icon
3/27/2024Nomura Holdings Inc.14,260$0.20M0.0%N/A0.015%Search for SEC Filing on Google Icon
3/15/2024B. Riley Wealth Advisors Inc.661,288$9.17M0.2%+21.3%0.681%Search for SEC Filing on Google Icon
3/1/2024Creekmur Asset Management LLC40,836$0.57M0.2%N/A0.042%Search for SEC Filing on Google Icon
2/15/2024Bulldog Investors LLP1,360,514$18.76M6.2%+12.8%1.401%Search for SEC Filing on Google Icon
2/13/2024Karpus Management Inc.41,003$0.57M0.0%N/A0.042%Search for SEC Filing on Google Icon
2/13/2024Quantedge Capital Pte Ltd135,403$1.88M0.9%+1.7%0.139%Search for SEC Filing on Google Icon
2/13/20241607 Capital Partners LLC192,445$2.67M0.2%+25.5%0.198%Search for SEC Filing on Google Icon
2/12/2024Roundview Capital LLC30,401$0.42M0.0%-2.5%0.031%Search for SEC Filing on Google Icon
2/9/2024Nemes Rush Group LLC3,609$50K0.0%N/A0.004%Search for SEC Filing on Google Icon
2/9/2024D.A. Davidson & CO.83,030$1.15M0.0%-5.3%0.085%Search for SEC Filing on Google Icon
2/8/2024Level Four Advisory Services LLC18,198$0.25M0.0%+6.7%0.019%Search for SEC Filing on Google Icon
2/8/2024Matisse Capital155,000$2.15M1.1%N/A0.160%Search for SEC Filing on Google Icon
2/7/2024Shaker Financial Services LLC618,768$8.58M3.5%+1.1%0.637%Search for SEC Filing on Google Icon
2/7/2024Principal Securities Inc.9,617$0.13M0.0%N/A0.010%Search for SEC Filing on Google Icon
2/6/2024Private Advisor Group LLC11,863$0.17M0.0%-36.4%0.012%Search for SEC Filing on Google Icon
2/6/2024Connecticut Wealth Management LLC10,128$0.14M0.0%N/A0.010%Search for SEC Filing on Google Icon
2/1/2024Wolverine Asset Management LLC222,011$3.08M0.0%-6.8%0.229%Search for SEC Filing on Google Icon
1/29/2024Baystate Wealth Management LLC7,000$97K0.0%N/A0.007%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC1,062,120$14.73M0.0%+32.3%1.094%Search for SEC Filing on Google Icon
1/25/2024Blue Bell Private Wealth Management LLC116,869$1.62M0.4%-1.3%0.120%Search for SEC Filing on Google Icon
1/24/2024Rocky Mountain Advisers LLC188,935$2.62M0.9%+0.5%0.195%Search for SEC Filing on Google Icon
1/24/2024Stratos Wealth Partners LTD.16,994$0.24M0.0%-18.4%0.017%Search for SEC Filing on Google Icon
1/24/2024Highlander Capital Management LLC20,926$0.29M0.1%-9.8%0.022%Search for SEC Filing on Google Icon
1/24/2024Clear Creek Financial Management LLC48,700$0.68M0.1%-4.9%0.050%Search for SEC Filing on Google Icon
1/22/2024Alta Capital Management LLC31,211$0.43M0.0%N/A0.032%Search for SEC Filing on Google Icon
1/16/2024Raymond James Financial Services Advisors Inc.50,698$0.70M0.0%-25.0%0.052%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates333,526$4.63M0.0%-2.2%0.343%Search for SEC Filing on Google Icon
1/10/2024Sugarloaf Wealth Management LLC47,279$0.66M0.1%+5.2%0.049%Search for SEC Filing on Google Icon
1/10/2024Integrated Capital Management Inc.11,815$0.16M0.1%-6.2%0.012%Search for SEC Filing on Google Icon
12/1/2023B. Riley Wealth Advisors Inc.545,138$7.08M0.2%-20.3%0.561%Search for SEC Filing on Google Icon
11/15/20231607 Capital Partners LLC153,303$1.99M0.1%+13.1%0.158%Search for SEC Filing on Google Icon
11/15/2023Advisors Asset Management Inc.36,762$0.48M0.0%-35.2%0.038%Search for SEC Filing on Google Icon
11/14/2023AQR Arbitrage LLC175,102$2.27M0.1%+111.1%0.180%Search for SEC Filing on Google Icon
11/14/2023Roundview Capital LLC31,165$0.41M0.0%-3.3%0.032%Search for SEC Filing on Google Icon
11/14/2023Thomas J. Herzfeld Advisors Inc.440,608$5.72M2.2%-6.5%0.454%Search for SEC Filing on Google Icon
11/13/2023Quantedge Capital Pte Ltd133,103$1.73M0.9%+1.1%0.137%Search for SEC Filing on Google Icon
11/13/2023Wolverine Asset Management LLC238,266$3.09M0.0%+17.7%0.245%Search for SEC Filing on Google Icon
11/8/2023HighTower Advisors LLC102,875$1.34M0.0%-7.7%0.106%Search for SEC Filing on Google Icon
11/8/2023Janney Montgomery Scott LLC14,323$0.19M0.0%-9.5%0.015%Search for SEC Filing on Google Icon
11/8/2023Atria Wealth Solutions Inc.210,141$2.73M0.0%-1.8%0.216%Search for SEC Filing on Google Icon
11/8/2023Landscape Capital Management L.L.C.10,518$0.14M0.0%-21.2%0.011%Search for SEC Filing on Google Icon
11/8/2023Oppenheimer & Co. Inc.73,432$0.95M0.0%-2.8%0.076%Search for SEC Filing on Google Icon
11/7/2023Atlas Wealth LLC3,425,252$44.46M8.3%-0.2%3.526%Search for SEC Filing on Google Icon
11/4/2023NBC Securities Inc.9,310$0.12M0.0%N/A0.010%Search for SEC Filing on Google Icon
11/2/2023Shaker Financial Services LLC612,125$7.95M3.7%+3.2%0.630%Search for SEC Filing on Google Icon
10/31/2023Rocky Mountain Advisers LLC188,072$2.44M1.2%+0.9%0.194%Search for SEC Filing on Google Icon
10/30/2023Blue Bell Private Wealth Management LLC118,407$1.54M0.4%-2.0%0.122%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC802,982$10.42M0.0%+34.8%0.827%Search for SEC Filing on Google Icon
10/26/2023Punch & Associates Investment Management Inc.379,386$4.92M0.3%-3.7%0.391%Search for SEC Filing on Google Icon
10/26/2023Park Avenue Securities LLC94,807$1.23M0.0%-3.0%0.098%Search for SEC Filing on Google Icon
10/26/2023Advisor Partners II LLC326,013$4.23M0.2%N/A0.336%Search for SEC Filing on Google Icon
10/24/2023Raymond James Financial Services Advisors Inc.67,599$0.88M0.0%+2.3%0.070%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates340,892$4.43M0.0%+1.5%0.351%Search for SEC Filing on Google Icon
10/17/2023Flagship Harbor Advisors LLC227,503$2.95M0.2%-6.2%0.234%Search for SEC Filing on Google Icon
10/11/2023CWM LLC5,415$70K0.0%+1,990.7%0.006%Search for SEC Filing on Google Icon
8/16/2023Thomas J. Herzfeld Advisors Inc.471,096$6.26M2.5%+8.7%0.484%Search for SEC Filing on Google Icon
8/15/2023Bulldog Investors LLP1,097,043$14.57M4.8%+0.6%1.127%Search for SEC Filing on Google Icon
8/14/2023CSS LLC IL585,898$7.78M0.5%+0.9%0.602%Search for SEC Filing on Google Icon
8/11/2023Almitas Capital LLC132,881$1.82M0.8%+12.9%0.137%Search for SEC Filing on Google Icon
8/11/2023Landscape Capital Management L.L.C.13,355$0.18M0.0%-17.3%0.014%Search for SEC Filing on Google Icon
8/11/2023D.A. Davidson & CO.87,918$1.17M0.0%-1.3%0.090%Search for SEC Filing on Google Icon
8/10/2023Private Advisor Group LLC18,639$0.25M0.0%+18.9%0.019%Search for SEC Filing on Google Icon
8/9/2023Kingswood Wealth Advisors LLC42,550$0.57M0.2%N/A0.044%Search for SEC Filing on Google Icon
8/8/2023Blue Bell Private Wealth Management LLC120,838$1.61M0.4%+6.6%0.124%Search for SEC Filing on Google Icon
8/8/2023Ieq Capital LLC10,259$0.14M0.0%N/A0.011%Search for SEC Filing on Google Icon
8/7/2023Wolverine Asset Management LLC202,409$2.69M0.0%+16.6%0.208%Search for SEC Filing on Google Icon
8/7/2023Shaker Financial Services LLC593,426$7.88M3.4%-8.9%0.610%Search for SEC Filing on Google Icon
8/4/2023Envestnet Asset Management Inc.94,442$1.25M0.0%-11.9%0.097%Search for SEC Filing on Google Icon
8/3/2023Atria Wealth Solutions Inc.213,925$2.84M0.0%-1.2%0.220%Search for SEC Filing on Google Icon
8/3/2023Oppenheimer & Co. Inc.75,532$1M0.0%-4.4%0.078%Search for SEC Filing on Google Icon
8/1/2023Wealthspire Advisors LLC14,678$0.20M0.0%N/A0.015%Search for SEC Filing on Google Icon
7/31/2023LPL Financial LLC61,212$0.81M0.0%-2.9%0.063%Search for SEC Filing on Google Icon
7/31/2023Integrated Capital Management Inc.13,011$0.17M0.2%N/A0.013%Search for SEC Filing on Google Icon
7/27/2023B. Riley Wealth Advisors Inc.684,060$9.08M0.2%+1.7%0.703%Search for SEC Filing on Google Icon
7/26/2023Janney Montgomery Scott LLC15,823$0.21M0.0%-11.2%0.016%Search for SEC Filing on Google Icon
7/25/2023Raymond James Financial Services Advisors Inc.66,077$0.88M0.0%-1.5%0.068%Search for SEC Filing on Google Icon
7/25/2023Raymond James & Associates335,904$4.46M0.0%-2.0%0.345%Search for SEC Filing on Google Icon
7/24/2023Allspring Global Investments Holdings LLC595,840$7.91M0.0%-0.9%0.612%Search for SEC Filing on Google Icon
7/21/2023Creative Planning13,664$0.18M0.0%-18.9%0.014%Search for SEC Filing on Google Icon
7/19/2023Eudaimonia Partners LLC59,906$0.80M0.2%+2.8%0.062%Search for SEC Filing on Google Icon
7/18/2023Allspring Global Investments Holdings LLC595,840$7.91M0.0%-0.9%0.612%Search for SEC Filing on Google Icon
7/17/2023Clear Creek Financial Management LLC51,200$0.68M0.1%+59.5%0.053%Search for SEC Filing on Google Icon
7/14/2023Park Avenue Securities LLC97,703$1.30M0.0%-14.4%0.100%Search for SEC Filing on Google Icon
7/13/2023Sugarloaf Wealth Management LLC44,939$0.60M0.1%-12.2%0.046%Search for SEC Filing on Google Icon
7/11/2023Flagship Harbor Advisors LLC242,591$3.22M0.3%+31.4%0.249%Search for SEC Filing on Google Icon
7/10/2023Level Four Advisory Services LLC14,479$0.19M0.0%+9.0%0.015%Search for SEC Filing on Google Icon
Data available starting January 2016

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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: $14.58
Low: $14.57
High: $14.69

50 Day Range

MA: $14.59
Low: $14.21
High: $15.06

52 Week Range

Now: $14.58
Low: $12.07
High: $15.09

Volume

73,488 shs

Average Volume

80,996 shs

Market Capitalization

$1.42 billion

P/E Ratio

N/A

Dividend Yield

3.59%

Beta

0.95

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

SRH Total Return Fund's top insider investors include:
  1. 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. Allspring Global Investments Holdings LLC — 1.04%
  2. Allspring Global Investments Holdings LLC — 1.04%
  3. B. Riley Wealth Advisors Inc. — 0.56%
  4. Raymond James & Associates — 0.34%
  5. Rocky Mountain Advisers LLC — 0.20%
  6. Matisse Capital — 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. B. Riley Wealth Advisors Inc.
  2. Allspring Global Investments Holdings LLC
  3. Allspring Global Investments Holdings LLC
  4. Creekmur Asset Management LLC
  5. Raymond James & Associates
  6. Sugarloaf Wealth Management LLC
  7. Park Avenue Securities LLC
  8. Advisors Asset Management Inc.

Which institutional investors are buying SRH Total Return Fund stock?

Within the previous quarter, STEW stock was bought by institutional investors including:
  1. Karpus Management Inc.
  2. Blue Bell Private Wealth Management LLC
  3. Matisse Capital
  4. Kingswood Wealth Advisors LLC
  5. Rocky Mountain Advisers LLC