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.
Q3 2023 vs. Q2 2023
How the institutions holding SRH Total Return Fund, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 99 | 100 | +1 |
| Shares | 17.8M | 18.3M | +494.7K (+2.8%) |
| Value | $237.1M | $237.5M | +$401.0K (+0.2%) |
New holders (7)
Institutions that held SRH Total Return Fund, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisor Partners II, LLC | 326,013 | $4.23M | 0.17% |
| NBC Securities, Inc. | 9,310 | $120.0K | 0.01% |
| Comerica Bank | 6,625 | $86.0K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 1,608 | $20.9K | 0.01% |
| AdvisorNet Financial, Inc | 1,500 | $19.5K | 0.00% |
| RE Dickinson Investment Advisors, LLC | 1,230 | $16.0K | 0.01% |
| Gradient Investments LLC | 400 | $5.19K | 0.00% |
Sold out (6)
Institutions that held SRH Total Return Fund, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| PFG Advisors | 12,550 | $166.7K |
| Ieq Capital, LLC | 10,259 | $136.2K |
| Montag A & Associates Inc | 8,009 | $106.4K |
| Coppell Advisory Solutions LLC | 1,200 | $15.7K |
| EverSource Wealth Advisors, LLC | 142 | $1.89K |
| FMR LLC | 1 | $13 |