Equus Total Return, Inc.

NYSE:EQS Stock Report

Market Cap: US$14.5m

Equus Total Return Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of EQS?
Owner TypeNumber of SharesOwnership Percentage
Institutions135,5620.998%
Private Companies672,7284.95%
General Public5,215,77738.4%
Individual Insiders7,562,10655.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 18 shareholders own 61.61% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
27.4%
John Hardy
3,728,024US$4.0m0%no data
23.4%
Michael Tokarz
3,172,237US$3.4m0%no data
4.95%
Horberg Enterprises Limited Partnership
672,728US$719.8k0%no data
2.21%
Bradley Radoff
300,000US$321.0k0%no data
1.96%
Kenneth Denos
265,754US$284.4k0%no data
0.44%
Shufro, Rose & Co., LLC
60,000US$64.2k0%0.01%
0.34%
Fraser Atkinson
45,591US$48.8k0%no data
0.26%
Morgan Stanley, Investment Banking and Brokerage Investments
35,665US$38.2k0%no data
0.23%
Howard Horberg
31,000US$33.2k0%no data
0.17%
CSS LLC/IL, Asset Management Arm
22,999US$24.6k0%no data
0.14%
Henry Hankinson
19,500US$20.9k0%no data
0.067%
Blue Bell Private Wealth Management, LLC
9,102US$9.7k0%no data
0.021%
NBC Securities, Inc., Asset Management Arm
2,800US$3.0k0%no data
0.015%
Advisor Group Holdings, Inc., Asset Management Arm
2,000US$2.1k0%no data
0.013%
Uncommon Cents Investing, LLC
1,822US$1.9k0%no data
0.005%
UBS Asset Management AG
676US$724.0-67.5%no data
0.0037%
Osaic Wealth, Inc. , Asset Management Arm
497US$532.10%no data
0.00001%
Wells Fargo & Company, Securities and Brokerage Investments
1US$1.50%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 04:44
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Equus Total Return, Inc. is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Adrian KowollikFirst Berlin Equity Research GmbH