Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SRH Total Return Fund, Inc. includono Lloyd Advisory Services, LLC., Colonial Trust Advisors, Rothschild Investment Llc, e Root Financial Partners, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
