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| Keyboard |
| SRH Total Return Fund Inc | |
|---|---|
| Ticker | STEW |
| CIK # | 0000102426 |
| CUSIP | 101507101 |
| Sector | - |
| Address | 1700 Broadway Suite 1230, Denver, CO 80290 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0000102426] | 3 | |
| [0000102426] | 4 | |
| [0000102426] | 5 | |
| [0000102426] | 8-K | |
| [0000102426] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Sun Life Financial Inc | Boulder Growth & Income Fund | [2020-12-10] | 14.13 |
| Sun Life Assurance Co of Canada | Boulder Growth & Income Fund | [2020-12-10] | 14.13 |
| Karpus Management Inc | Boulder Growth & Income Fund | [2015-04-13] | 40.0 |
| Karpus Management Inc | Boulder Growth & Income Fund | [2015-04-10] | 40.0 |
| Morgan Stanley | Boulder Growth & Income Fund | [2015-04-06] | 6.6 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Looney Joel W
COMMON STOCK
|
2025-07-31 | Buy | 684.67 | $17.74 | 12,146 |
|
Looney Joel W
COMMON STOCK
|
2025-04-30 | Buy | 712.61 | $16.88 | 12,029 |
|
Moore Thomas Jack
Common Stock
|
2025-04-10 | Buy | 3,080 | $16.23 | 49,988 |
|
Looney Joel W
COMMON STOCK
|
2025-03-26 | Other | 6,152.31 | $17.28 | 106,312 |
|
Looney Joel W
COMMON STOCK
|
2025-03-26 | Other | 6,152.31 | $17.28 | 106,312 |
|
Looney Joel W
COMMON STOCK
|
2025-01-31 | Buy | 60.35 | $16.66 | 1,005 |
|
Looney Joel W
COMMON STOCK
|
2025-01-31 | Buy | 715.18 | $16.66 | 11,915 |
|
Looney Joel W
COMMON STOCK
|
2024-10-31 | Buy | 629.08 | $15.64 | 9,839 |
|
Looney Joel W
COMMON STOCK
|
2024-10-31 | Buy | 53.08 | $15.64 | 830 |
|
Looney Joel W
COMMON STOCK
|
2024-07-31 | Buy | 634.15 | $15.38 | 9,753 |
|
Looney Joel W
COMMON STOCK
|
2024-07-31 | Buy | 53.51 | $15.38 | 823 |
|
Common Stock
|
2024-05-07 | Buy | 1,426 | $14.48 | 20,648 |
|
Moore Thomas Jack
Common Stock
|
2024-05-07 | Buy | 1,426 | $20,491.62 | 29,221,050 |
|
Looney Joel W
COMMON STOCK
|
2024-04-30 | Buy | 670.48 | $14.41 | 9,662 |
|
Looney Joel W
COMMON STOCK
|
2024-04-30 | Buy | 56.58 | $14.41 | 815 |
|
Looney Joel W
COMMON STOCK
|
2024-02-01 | Buy | 57.38 | $14.07 | 807 |
|
Looney Joel W
COMMON STOCK
|
2024-02-01 | Buy | 680.06 | $14.07 | 9,568 |
|
Moore Thomas Jack
Common Stock
|
2023-11-08 | Buy | 1,534 | $13.03 | 19,988 |
|
Looney Joel W
COMMON STOCK
|
2023-11-01 | Buy | 57.52 | $12.64 | 727 |
|
Looney Joel W
COMMON STOCK
|
2023-11-01 | Buy | 681.61 | $12.64 | 8,616 |
| showing 20 of 187 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 126 | 15,695,625 |
| 2025-12-31 | 129 | 15,675,269 |
| 2025-09-30 | 116 | 15,092,834 |
| 2025-06-30 | 113 | 14,786,792 |
| 2025-03-31 | 111 | 14,627,720 |
| 2024-12-31 | 117 | 15,693,602 |
| 2024-09-30 | 113 | 14,344,941 |
| 2024-06-30 | 114 | 17,963,046 |
| 2024-03-31 | 107 | 20,944,946 |
| 2023-12-31 | 114 | 18,865,254 |
| 2023-09-30 | 100 | 18,028,198 |
| 2023-06-30 | 100 | 17,637,190 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| JP Wealth Management Inc | [2026-06-30] | SOLE | 1,573,433 | 1,573,433 |
| B Riley Wealth Advisors Inc | [2026-06-30] | SOLE | 405,048 | 405,048 |
| Shaker Financial Services LLC | [2026-06-30] | SOLE | 298,716 | 298,716 |
| Grace & White Inc /NY | [2026-06-30] | SOLE | 10,560 | 36,560 |
| Integrated Capital Management Inc | [2026-06-30] | SOLE | 0 | 14,857 |
| Decision Investments Inc | [2026-06-30] | SOLE | 0 | 11,641 |
| Sage Capital Management LLC | [2026-06-30] | SOLE | 11,269 | 11,269 |
| Camelot Portfolios LLC | [2026-06-30] | SOLE | 10,851 | 10,851 |
| Thurston Springer Miller Herd & Titak Inc | [2026-06-30] | SOLE | 2,452 | 2,452 |
| Park Avenue Securities LLC | [2026-06-30] | SOLE | 0 | 96 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 18 |
| Stolper Co | [2026-06-30] | SOLE | 0 | 17 | Prev | Page 1 | Next |