SRH Total Return Fund, Inc.

STEWNYSE

$17.570.00 (0.00%)as of Oct 5, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

SRH Total Return Fund, Inc. price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-3.2%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Atlas Wealth LLC	Not reported	$62.9M	8.96%	New Not reported
Morgan Stanley	Not reported	$37.1M	0.00%	Not reported
JP Wealth Management, Inc.	Not reported	$28.2M	17.73%	Add 1.14%
Bulldog Investors, LLP	Not reported	$24.1M	5.30%	Add 4.66%
1607 Capital Partners, LLC	Not reported	$16.1M	1.40%	Add 1.52%
Pathstone Holdings, LLC	Not reported	$16M	0.05%	Not reported
CSS LLC	Not reported	$8.27M	0.32%	Not reported
LPL Financial LLC	Not reported	$8M	0.00%	Not reported
GatePass Capital, LLC	Not reported	$7.94M	3.01%	Add 3.02%
B. Riley Wealth Advisors, Inc.	Not reported	$7.22M	0.39%	Not reported
Blue Bell Private Wealth Management, LLC	Not reported	$6.69M	0.83%	Not reported
Shaker Financial Services, LLC	Not reported	$5.35M	1.67%	Add 4.27%
Bank of America Corp	Not reported	$5.12M	0.00%	Not reported
Cambridge Investment Research Advisors, Inc.	Not reported	$4.86M	0.01%	Not reported
Cohen & Steers, Inc.	Not reported	$4.59M	0.01%	Reduce 13.51%
Quantedge Capital Pte Ltd	Not reported	$4.39M	3.33%	Reduce 4.11%
Matisse Capital	Not reported	$4.05M	1.62%	Add 4.63%
Flagship Harbor Advisors, LLC	Not reported	$3.83M	0.15%	Not reported
Raymond James Financial Inc	Not reported	$3.66M	0.00%	Not reported
Rpo LLC	Not reported	$3.2M	10.54%	Not reported
Wolverine Asset Management LLC	Not reported	$3.19M	0.03%	Not reported
Wells Fargo & Company	Not reported	$3.11M	0.00%	Not reported
Winning Points Advisors, LLC	Not reported	$3.08M	4.06%	Not reported
SRH Advisors, LLC	Not reported	$2.95M	0.75%	Reduce 12.76%
Kingdom Financial Group LLC.	Not reported	$2.92M	0.75%	Add 5.31%
Principal Securities, Inc.	Not reported	$2.8M	0.03%	Add 17.59%
Rockefeller Capital Management L.P.	Not reported	$2.79M	0.00%	Not reported
Evolve Private Wealth, LLC	Not reported	$2.62M	0.16%	Reduce 7.94%
Almitas Capital LLC	Not reported	$2.39M	0.57%	Not reported
Royal Bank of Canada	Not reported	$2.3M	0.00%	Not reported
Uhlmann Price Securities, LLC	Not reported	$2.05M	0.08%	Add 27.51%
Capstone Investment Advisors, LLC	Not reported	$2M	0.00%	Not reported
Envestnet Asset Management Inc	Not reported	$1.9M	0.00%	Not reported
HighTower Advisors, LLC	Not reported	$1.85M	0.00%	Not reported
SouthState Bank Corp	Not reported	$1.79M	0.07%	Not reported
Park Avenue Securities LLC	Not reported	$1.72M	0.01%	Reduce 0.60%
D.A. Davidson & Co.	Not reported	$1.5M	0.01%	Add 0.07%
&Partners	Not reported	$1.4M	0.01%	Reduce 0.16%
UBS Group AG	Not reported	$1.36M	0.00%	Not reported
NewEdge Advisors, LLC	Not reported	$1.35M	0.00%	Not reported
Oppenheimer & Co Inc	Not reported	$1.34M	0.01%	Add 11.87%
Kingswood Wealth Advisors, LLC	Not reported	$1.3M	0.05%	Not reported
MML Investors Services, LLC	Not reported	$1.27M	0.00%	Add 0.72%
Boothbay Fund Management, LLC	Not reported	$1.19M	0.02%	Not reported
Advisory Advocates, LLC	Not reported	$1.11M	0.95%	Add 6.93%
Beverly Hills Private Wealth, LLC	Not reported	$1.06M	0.20%	Add 16.79%
Peak Asset Management, LLC	Not reported	$918K	0.14%	New Not reported
Monetary Management Group Inc	Not reported	$911K	0.19%	Add 71.38%
DCF Advisers, LLC	Not reported	$895K	0.16%	Not reported
Advisors Asset Management, Inc.	Not reported	$842K	0.01%	Not reported

50 of 122 holders

Activity score

Premium

100

WEAK

STRONG

Unlock

AI Activity Analysis

Premium

Coming soonAI reads of insider, institutional and company activity will appear here for Premium accounts.

Historical Activity Patterns

Premium

Historical Activity PatternsHistorical periods where multiple activity categories converged, with subsequent market performance shown for context.Unlock