STEW / SRH Total Return Fund, Inc. - Institutionellt ägande - Säljare

SRH Total Return Fund, Inc.
US ˙ NYSE

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2026-05-05 13F HighTower Advisors, LLC 107 147 −6,15 1 832 −13,42
2026-05-13 13F Mariner, LLC 0 −100,00 0
2026-04-07 13F Park Avenue Securities Llc 96 812 −8,24 2 0,00
2026-04-30 13F Costello Asset Management, INC 8 045 −5,11 138 −12,74
2026-04-30 13F Kestra Advisory Services, LLC 15 493 −16,52 265 −23,26
2026-05-07 13F Northwestern Mutual Wealth Management Co 12 550 −2,85 215 −10,46
2026-05-15 13F Morgan Stanley 2 166 650 −8,30 37 050 −15,42
2026-05-07 13F Dakota Wealth Management 0 −100,00 0
2026-05-04 13F Mml Investors Services, Llc 70 284 −6,51 1 202 −13,78
2026-05-14 13F Cwm, Llc 5 767 −0,17 99
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 −100,00 0
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-05-07 13F Integrated Capital Management, Inc. 16 710 −19,08 286 −25,39
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-05-15 13F Citadel Advisors Llc 10 124 −27,97 173 −33,46
2026-05-06 13F GatePass Capital, LLC 430 595 −0,94 7 363 −8,62
2026-05-11 13F Pathstone Holdings, LLC 910 227 −2,49 15 565 −10,07
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-05-15 13F Cnh Partners Llc 0 −100,00 0
2026-04-29 13F WPG Advisers, LLC 209 −51,28 4 −57,14
2026-05-06 13F Meridian Wealth Management, LLC 24 456 −5,41 418 −12,73
2026-05-13 13F/A Jpmorgan Chase & Co 0 −100,00 0
2026-03-12 13F Nalls Sherbakoff Group, Llc 312 −24,27 6 0,00
2026-04-20 13F Heritage Wealth Management, Inc. 0 −100,00 0
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-02-17 13F Two Sigma Investments, Lp 0 −100,00 0
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 207 230 −0,55 3 544 −8,28
2026-05-04 13F NWF Advisory Services Inc. 19 250 −8,11 329 −15,21
2026-05-13 13F Cetera Investment Advisers 25 591 −6,07 438 −13,47
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 0 −100,00 0
2026-05-12 13F Stifel Financial Corp 36 324 −7,16 621 −14,34
2026-05-13 13F Principal Securities, Inc. 133 164 −2,40 2 277 −9,96
2026-02-12 13F Commonwealth Equity Services, Llc 17 953 −18,47 333
2026-05-12 13F Thomas J. Herzfeld Advisors, Inc. 107 778 −71,79 1 843 −73,98
2026-01-06 13F Sanctuary Advisors, LLC 0 −100,00 0
2026-04-16 13F Evolve Private Wealth, Llc 158 980 −0,44 2 719 −8,18
2026-05-07 13F Basepoint Wealth LLC 10 478 −20,59 179 −26,64
2026-05-11 13F Wells Fargo & Company/mn 151 751 −0,22 2 595 −7,98
2026-05-05 13F UBS Group AG 78 842 −3,59 1 348 −11,08
2026-05-07 13F Z3 Capital Partners, LLC 15 566 −20,28 266 −26,32
2026-05-04 13F Envestnet Asset Management Inc 106 748 −9,37 1 825 −16,40
2026-05-04 13F Calamos Advisors LLC 0 −100,00 0
2026-05-15 13F Guggenheim Capital Llc 20 266 −3,83 347 −11,28
2026-05-14 13F Karpus Management, Inc. 29 393 −89,31 503 −90,15
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 329 −68,96 6 −73,68
2026-05-08 13F Pnc Financial Services Group, Inc. 220 −95,39 4 −96,59
2026-04-23 13F Oppenheimer & Co Inc 66 933 −1,71 1 145 −9,35
2026-04-28 13F Kingswood Wealth Advisors, Llc 72 775 −8,43 1 244 −15,55
2026-05-15 13F Royal Bank Of Canada 170 172 −12,72 2 910 −19,50
2026-01-29 13F Comerica Bank 1 758 −57,11 33 −56,76
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