SRH Total Return Fund Ownership

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

Recent Insider Transactions

NYSE:STEW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
08 Nov 23	BuyUS$19,985	Thomas Moore	Individual		1,534	US$13.03
01 Nov 23	BuyUS$36,841	Joel Looney	Individual		2,820.23	US$13.78

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 STEW?
Owner Type	Number of Shares	Ownership Percentage
Institutions	15,526,548	16%
Individual Insiders	17,073,929	17.5%
Private Companies	28,444,526	29.2%
General Public	36,288,115	37.3%

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

Top Shareholders

Top 25 shareholders own 58.88% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
24%	Susan L. Ciciora Trust	23,349,382	US$332.7m	0%	no data
17.4%	John Horejsi	16,900,168	US$240.8m	0%	no data
2.13%	Morgan Stanley, Investment Banking and Brokerage Investments	2,072,107	US$29.5m	-7.38%	no data
1.71%	Eaton Vance Management	1,666,696	US$23.8m	0%	0.01%
1.4%	Bulldog Investors, LLP	1,360,514	US$19.4m	12.8%	5.87%
1.18%	Courtney M. Ciciora Trust	1,150,096	US$16.4m	0%	no data
1.18%	Jack S. Ciciora Trust	1,150,096	US$16.4m	0%	no data
1.18%	Amanda N. Ciciora Trust	1,150,096	US$16.4m	0%	no data
1.06%	Pathstone Family Office, LLC	1,029,804	US$14.7m	0%	0.08%
1.04%	Allspring Global Investments, LLC	1,010,374	US$14.4m	-4.87%	0.02%
0.99%	John X. Ciciora Trust	967,009	US$13.8m	0%	no data
0.7%	John S Horejsi Trust	677,847	US$9.7m	0%	no data
0.68%	B. Riley Wealth Advisors, Inc.	661,288	US$9.4m	21.3%	0.24%
0.64%	Shaker Financial Services, LLC	618,768	US$8.8m	1.09%	3.67%
0.61%	CSS LLC/IL, Asset Management Arm	593,055	US$8.5m	0.95%	2.14%
0.5%	Cohen & Steers Capital Management, Inc.	486,158	US$6.9m	0%	0.01%
0.41%	Thomas J. Herzfeld Advisors, Inc.	396,155	US$5.6m	-10.1%	2.06%
0.36%	Punch & Associates Investment Management, Inc.	352,435	US$5.0m	-7.1%	0.29%
0.34%	Raymond James Financial Inc., Asset Management Arm	330,163	US$4.7m	-1.01%	no data
0.33%	Advisor Partners II, LLC	326,013	US$4.6m	0%	0.16%
0.24%	AQR Capital Management, LLC	233,788	US$3.3m	33.5%	0.01%
0.23%	Wolverine Asset Management, LLC	222,011	US$3.2m	-6.82%	0.18%
0.22%	Atria Wealth Solutions, Inc.	209,842	US$3.0m	-0.14%	0.05%
0.21%	Flagship Harbor Advisors, LLC	200,211	US$2.9m	-0.11%	0.19%
0.2%	1607 Capital Partners, LLC	192,445	US$2.7m	25.5%	0.08%