SRH Total Return Fund (STEW)

Largest owners	Shares	Value	Change
Ernest Horejsi Trust No 1B	45.34 mm	$438.03 mm	0.0%
Susan L Ciciora Trust	45.34 mm	$501.51 mm	0.0%
MS Morgan Stanley	2.73 mm	$43.07 bn	-9.6%
Bulldog Investors	1.22 mm	$19.31 bn	0.0%
Pathstone	1.20 mm	$18.93 bn	+11.5%
Allspring Global Investments	814.45 k	$12.87 bn	-2.5%
1607 Capital Partners	787.77 k	$12.45 bn	+22.4%
CSS	661.21 k	$10.45 bn	-1.3%
Shaker Financial Services	655.21 k	$10.35 bn	+3.0%
CNH Partners	432.84 k	$6.83 bn	+7.6%

Largest transactions	Shares	Bought/sold	Change
Atlas Wealth	0.00	-3.44 mm	EXIT
MS Morgan Stanley	2.73 mm	-289.81 k	-9.6%
Flagship Harbor Advisors	201.97 k	+201.97 k	NEW
Rocky Mountain Advisers	0.00	-190.64 k	EXIT
Raymond James & Associates	155.12 k	-188.48 k	-54.9%
1607 Capital Partners	787.77 k	+144.03 k	+22.4%
CNS Cohen & Steers	355.16 k	-141.00 k	-28.4%
Pathstone	1.20 mm	+123.45 k	+11.5%
Blue Bell Private Wealth Management	225.75 k	+81.01 k	+56.0%
Principal Securities	88.06 k	+79.38 k	+913.9%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

STEW insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
31 Oct 24	Joel W Looney	COMMON STOCK	Buy	Acquire P	No	No	15.6426	629.081	9.84 k	78,287.891
31 Oct 24	Joel W Looney	COMMON STOCK	Buy	Acquire P	No	No	15.6426	53.083	830.35	77,658.81
31 Jul 24	Joel W Looney	COMMON STOCK	Buy	Acquire P	No	No	15.38	634.152	9.75 k	77,605.728
31 Jul 24	Joel W Looney	COMMON STOCK	Buy	Acquire P	No	No	15.38	53.51	822.99	76,971.576
7 May 24	Thomas Jack Moore	Common Stock	Buy	Acquire P	No	No	14.48	1,426	20.65 k	2,960
30 Apr 24	Joel W Looney	COMMON STOCK	Buy	Acquire P	No	No	14.4093	670.476	9.66 k	76,918.066
30 Apr 24	Joel W Looney	COMMON STOCK	Buy	Acquire P	No	No	14.4092	56.576	815.21	76,247.59
1 Feb 24	Joel W Looney	COMMON STOCK	Buy	Acquire P	No	No	14.0687	680.061	9.57 k	76,191.014
1 Feb 24	Joel W Looney	COMMON STOCK	Buy	Acquire P	No	No	14.0687	57.384	807.32	75,510.953

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Press releases

From Benzinga Pro

SRH Total Return Fund, Inc. Increases Its Quarterly Distribution by 20% This Is the Fourth Consecutive Annual Increase

13 Nov 24

DENVER, CO / ACCESSWIRE / November 13, 2024 / SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund") is pleased to announce a 20% increase in the Fund's quarterly distribution to $0.165 per share beginning in

SRH Total Return Fund, Inc. Section 19a Notice

31 Oct 24

DENVER, CO / ACCESSWIRE / October 31, 2024 / On October 31, 2024, SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund"), a closed-end investment company, will pay a distribution on its common stock of $0.1375