Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SRH Total Return Fund, Inc. inkluderar Lloyd Advisory Services, LLC., Colonial Trust Advisors, Rothschild Investment Llc, och Root Financial Partners, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 286 488 | 163,71 | 4 899 | 143,20 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 922 | 1,10 | 0 | |||||
| 2026-05-12 | 13F | Quantedge Capital Pte Ltd | 255 603 | 10,60 | 4 371 | 2,01 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 19 281 | 0,04 | 330 | −7,84 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 8 393 | 0,56 | 144 | −7,14 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 11 811 | 1,46 | 202 | −6,51 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 26 362 | 451 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 22 857 | 3,27 | 391 | −4,88 | ||||
| 2026-04-13 | 13F | Stolper Co | 17 596 | 953,02 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 14 609 | 250 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43 213 | 8,59 | 739 | 0,14 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17 363 | 0,60 | 297 | −7,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 539 | 26 | ||||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 66 297 | 17,76 | 1 134 | 8,63 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 403 720 | 1,30 | 6 746 | −8,70 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 351 | 6,86 | 40 | 0,00 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 20 | 0 | ||||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 50 831 | 74,74 | 869 | 61,22 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 721 643 | 9,64 | 12 340 | 1,12 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 11 164 | 4,69 | 191 | −3,55 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 12 212 | 9,06 | 203 | −2,42 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 188 926 | 0,08 | 3 231 | −7,69 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 885 921 | 2,32 | 15 149 | −5,63 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 5 960 | 1,14 | 102 | −7,34 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 729 | 1,11 | 12 | −7,69 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 60 360 | 1 032 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 154 836 | 0,21 | 2 648 | −7,58 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 57 899 | 4,14 | 990 | −3,88 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 296 158 | 30,95 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 40 302 | 8,79 | 689 | 0,44 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 426 314 | 8,28 | 7 290 | −0,14 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 15 252 | 0,34 | 261 | −7,47 | ||||
| 2026-05-12 | 13F | Rpo Llc | 178 990 | 5,92 | 3 061 | −2,33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 278 867 | 0,48 | 4 769 | −7,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 78 243 | 9,69 | 1 338 | 1,13 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 49 082 | 20,02 | 839 | 10,69 | ||||
| 2026-02-12 | 13F | Winning Points Advisors, LLC | 184 162 | 3 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 83 645 | 0,70 | 1 430 | −7,14 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 93 534 | 162,22 | 1 599 | 141,91 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 75 | 1 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 13 240 | 0,95 | 245 | 2,94 | ||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 24 040 | 12,87 | 411 | 4,31 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 3 826 | 1,14 | 65 | −7,14 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 132 383 | 5,81 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 5 289 | 90 | ||||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 35 622 | 15,00 | 609 | 6,10 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 1 555 695 | 5,42 | 26 602 | −2,77 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 460 | 8 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8 005 | 38,33 | 148 | 40,95 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 116 755 | 306,54 | 1 997 | 275,19 | ||||
| 2026-05-08 | 13F | Bulldog Investors, LLP | 1 287 582 | 3,52 | 22 018 | −4,52 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 508 | 6 250,00 | 9 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 719 | 1,12 | 29 | −6,45 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 89 699 | 5,47 | 1 619 | 2,73 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 33 023 | 1 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 154 836 | 2 648 | ||||||
| 2026-05-08 | 13F | Matisse Capital | 216 000 | 20,00 | 3 694 | 10,67 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 5 000 | 86 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 350 678 | 7,21 | 5 997 | −1,12 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 222 619 | 1,94 | 3 807 | −5,98 |
