SRH Total Return Fund, Inc.
Institutional Ownership & Holdings Analysis
About
srh-total-return-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
# | Institution | Value |
---|---|---|
1 | MORGAN STANLEY(2025-03-31) | $37.1M |
2 | Bulldog Investors, LLP(2025-03-31) | $21.0M |
3 | Pathstone Holdings, LLC(2025-03-31) | $19.5M |
4 | JP Wealth Management, Inc.(2025-03-31) | $16.7M |
5 | 1607 Capital Partners, LLC(2025-03-31) | $13.5M |
6 | CSS LLC/IL(2025-03-31) | $10.8M |
7 | Allspring Global Investments Holdings, LLC(2025-03-31) | $9.3M |
8 | Karpus Management, Inc.(2025-03-31) | $8.8M |
9 | AQR Arbitrage LLC(2025-03-31) | $7.6M |
10 | B. Riley Wealth Advisors, Inc.(2024-12-31) | $6.4M |
11 | Almitas Capital LLC(2025-03-31) | $5.2M |
12 | Shaker Financial Services, LLC(2025-03-31) | $4.8M |
13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC(2025-03-31) | $4.7M |
14 | BANK OF AMERICA CORP /DE/(2025-03-31) | $4.3M |
15 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $3.8M |
16 | Consolidated Portfolio Review Corp(2025-03-31) | $3.5M |
17 | FLAGSHIP HARBOR ADVISORS, LLC(2025-03-31) | $3.5M |
18 | WELLS FARGO & COMPANY/MN(2025-03-31) | $3.4M |
19 | Quantedge Capital Pte Ltd(2025-03-31) | $3.4M |
20 | LPL Financial LLC(2025-03-31) | $3.2M |
As of 2025-03-31
Value:$37.1M
As of 2025-03-31
Value:$21.0M
As of 2025-03-31
Value:$19.5M
As of 2025-03-31
Value:$16.7M
As of 2025-03-31
Value:$13.5M
As of 2025-03-31
Value:$10.8M
As of 2025-03-31
Value:$9.3M
As of 2025-03-31
Value:$8.8M
As of 2025-03-31
Value:$7.6M
As of 2024-12-31
Value:$6.4M
As of 2025-03-31
Value:$5.2M
As of 2025-03-31
Value:$4.8M
As of 2025-03-31
Value:$4.7M
As of 2025-03-31
Value:$4.3M
As of 2025-03-31
Value:$3.8M
As of 2025-03-31
Value:$3.5M
As of 2025-03-31
Value:$3.5M
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$3.2M
Total Institutional Holders:119
Top 10 Holders Own:58.0%