SRH Total Return Fund, Inc.
STEW- Exchange
- NYSE
- SEC CIK
- 0000102426
No open-market purchases or sales by SRH Total Return Fund, Inc. insiders were filed in the last 90 days; 128 institutions reported holding it in 13F filings for Q2 2026, worth $349.8M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding SRH Total Return Fund, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 96 | 97 | +1 |
| Shares | 15.1M | 15.3M | +165.7K (+1.1%) |
| Value | $198.4M | $216.3M | +$17.8M (+9.0%) |
New holders (10)
Institutions that held SRH Total Return Fund, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Clough Capital Partners L P | 84,312 | $1.20M | 0.08% |
| Nations Financial Group Inc, | 19,112 | $272.0K | 0.04% |
| Shepherd Kaplan Krochuk, LLC | 12,260 | $174.0K | 0.06% |
| Comprehensive Financial Consultants Institutional, Inc. | 7,325 | $102.0K | 0.07% |
| McIlrath & Eck, LLC | 5,000 | $71.0K | 0.02% |
| Retirement Planning Co of New England, Inc. | 4,846 | $68.0K | 0.03% |
| Atwood & Palmer Inc | 1,568 | $22.0K | 0.00% |
| Bessemer Group Inc | 1,272 | $18.0K | 0.00% |
| CWM, LLC | 995 | $14.0K | 0.00% |
| Signet Financial Management, LLC | 145 | $2.00K | 0.00% |
Sold out (9)
Institutions that held SRH Total Return Fund, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Wealthspire Advisors, LLC | 15,789 | $207.0K |
| Citadel Advisors LLC | 11,574 | $152.0K |
| Beach Investment Counsel Inc | 11,117 | $146.0K |
| FNY Investment Advisers, LLC | 5,750 | $75.0K |
| Harbour Investments, Inc. | 1,488 | $20.0K |
| MCF Advisors LLC | 1,060 | $14.0K |
| Global Retirement Partners, LLC | 944 | $12.0K |
| Meridian Wealth Partners, LLC | 713 | $9.00K |
| Citigroup Inc | 74 | $1.00K |