Atria Wealth Solutions Inc. lowered its stake in shares of SRH Total Return Fund, Inc. (NYSE:STEW – Free Report) by 5.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 112,606 shares of the company’s stock after selling 5,920 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in SRH Total Return Fund were worth $1,804,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Pathstone Holdings LLC raised its holdings in SRH Total Return Fund by 11.5% during the third quarter. Pathstone Holdings LLC now owns 1,197,409 shares of the company’s stock worth $18,934,000 after purchasing an additional 123,445 shares in the last quarter. JP Wealth Management Inc. purchased a new position in shares of SRH Total Return Fund during the fourth quarter worth approximately $14,841,000. Dakota Wealth Management purchased a new position in shares of SRH Total Return Fund during the fourth quarter worth approximately $308,000. Consolidated Portfolio Review Corp purchased a new position in shares of SRH Total Return Fund during the fourth quarter worth approximately $2,277,000. Finally, Calamos Advisors LLC purchased a new position in shares of SRH Total Return Fund during the fourth quarter worth approximately $272,000. Institutional investors and hedge funds own 15.61% of the company’s stock.
SRH Total Return Fund Stock Performance
Shares of STEW opened at $16.67 on Friday. The company’s 50 day simple moving average is $16.35 and its 200-day simple moving average is $16.02. SRH Total Return Fund, Inc. has a 12-month low of $14.19 and a 12-month high of $17.00.
SRH Total Return Fund Announces Dividend
About SRH Total Return Fund
SRH Total Return Fund, Inc is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in equity and fixed-income markets across the globe. It seeks to invest in securities of companies operating across diversified industries.
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