Atria Wealth Solutions Inc. Lowers Stock Position in SRH Total Return Fund, Inc. (NYSE:STEW)

Atria Wealth Solutions Inc. decreased its holdings in SRH Total Return Fund, Inc. (NYSE:STEW) by 5.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 112,606 shares of the company’s stock after selling 5,920 shares during the quarter. Atria Wealth Solutions Inc. owned 0.12% of SRH Total Return Fund worth $1,804,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Principal Securities Inc. boosted its stake in shares of SRH Total Return Fund by 14.9% in the fourth quarter. Principal Securities Inc. now owns 101,188 shares of the company’s stock valued at $1,621,000 after purchasing an additional 13,124 shares during the period. SRH Advisors LLC boosted its stake in shares of SRH Total Return Fund by 0.4% in the fourth quarter. SRH Advisors LLC now owns 192,242 shares of the company’s stock valued at $3,080,000 after purchasing an additional 796 shares during the period. Consolidated Portfolio Review Corp purchased a new position in shares of SRH Total Return Fund in the fourth quarter valued at approximately $2,277,000. Calamos Advisors LLC purchased a new position in shares of SRH Total Return Fund in the fourth quarter valued at approximately $272,000. Finally, JP Wealth Management Inc. purchased a new position in shares of SRH Total Return Fund in the fourth quarter valued at approximately $14,841,000. Hedge funds and other institutional investors own 15.61% of the company’s stock.

SRH Total Return Fund Price Performance

NYSE STEW opened at $16.67 on Friday. The firm has a 50 day simple moving average of $16.35 and a 200-day simple moving average of $16.02. SRH Total Return Fund, Inc. has a one year low of $14.19 and a one year high of $17.00.

SRH Total Return Fund Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 30th. Investors of record on Wednesday, April 23rd will be issued a $0.165 dividend. The ex-dividend date of this dividend is Wednesday, April 23rd. This represents a $0.66 annualized dividend and a yield of 3.96%.

SRH Total Return Fund Profile

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.