Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em SRH Total Return Fund, Inc. incluem Lloyd Advisory Services, LLC., Colonial Trust Advisors, Rothschild Investment Llc, e Root Financial Partners, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 286,488 | 163.71 | 4,899 | 143.20 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 922 | 1.10 | 0 | |||||
| 2026-05-12 | 13F | Quantedge Capital Pte Ltd | 255,603 | 10.60 | 4,371 | 2.01 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 19,281 | 0.04 | 330 | -7.84 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 8,393 | 0.56 | 144 | -7.14 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 11,811 | 1.46 | 202 | -6.51 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 26,362 | 451 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 22,857 | 3.27 | 391 | -4.88 | ||||
| 2026-04-13 | 13F | Stolper Co | 17,596 | 953.02 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 14,609 | 250 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43,213 | 8.59 | 739 | 0.14 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17,363 | 0.60 | 297 | -7.50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1,539 | 26 | ||||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 66,297 | 17.76 | 1,134 | 8.63 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 403,720 | 1.30 | 6,746 | -8.70 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,351 | 6.86 | 40 | 0.00 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 20 | 0 | ||||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 50,831 | 74.74 | 869 | 61.22 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 721,643 | 9.64 | 12,340 | 1.12 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 11,164 | 4.69 | 191 | -3.55 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 12,212 | 9.06 | 203 | -2.42 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 188,926 | 0.08 | 3,231 | -7.69 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 885,921 | 2.32 | 15,149 | -5.63 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 5,960 | 1.14 | 102 | -7.34 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 729 | 1.11 | 12 | -7.69 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 60,360 | 1,032 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 154,836 | 0.21 | 2,648 | -7.58 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 57,899 | 4.14 | 990 | -3.88 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 296,158 | 30.95 | 5 | 25.00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 40,302 | 8.79 | 689 | 0.44 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 426,314 | 8.28 | 7,290 | -0.14 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 15,252 | 0.34 | 261 | -7.47 | ||||
| 2026-05-12 | 13F | Rpo Llc | 178,990 | 5.92 | 3,061 | -2.33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 278,867 | 0.48 | 4,769 | -7.33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 78,243 | 9.69 | 1,338 | 1.13 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 49,082 | 20.02 | 839 | 10.69 | ||||
| 2026-02-12 | 13F | Winning Points Advisors, LLC | 184,162 | 3 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 83,645 | 0.70 | 1,430 | -7.14 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 93,534 | 162.22 | 1,599 | 141.91 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 75 | 1 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 13,240 | 0.95 | 245 | 2.94 | ||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 24,040 | 12.87 | 411 | 4.31 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 3,826 | 1.14 | 65 | -7.14 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 132,383 | 5.81 | 2 | 0.00 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 5,289 | 90 | ||||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 35,622 | 15.00 | 609 | 6.10 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 1,555,695 | 5.42 | 26,602 | -2.77 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 460 | 8 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8,005 | 38.33 | 148 | 40.95 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 116,755 | 306.54 | 1,997 | 275.19 | ||||
| 2026-05-08 | 13F | Bulldog Investors, LLP | 1,287,582 | 3.52 | 22,018 | -4.52 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 508 | 6,250.00 | 9 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1,719 | 1.12 | 29 | -6.45 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 89,699 | 5.47 | 1,619 | 2.73 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 33,023 | 1 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 154,836 | 2,648 | ||||||
| 2026-05-08 | 13F | Matisse Capital | 216,000 | 20.00 | 3,694 | 10.67 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 5,000 | 86 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 350,678 | 7.21 | 5,997 | -1.12 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 222,619 | 1.94 | 3,807 | -5.98 |
