Winning Points Advisors LLC Buys New Position in SRH Total Return Fund, Inc. $STEW

Winning Points Advisors LLC bought a new stake in shares of SRH Total Return Fund, Inc. (NYSE:STEW) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 184,162 shares of the company’s stock, valued at approximately $3,414,000. SRH Total Return Fund accounts for 3.2% of Winning Points Advisors LLC’s holdings, making the stock its 5th biggest holding.

Several other large investors also recently added to or reduced their stakes in the business. JP Wealth Management Inc. grew its position in SRH Total Return Fund by 17.5% during the fourth quarter. JP Wealth Management Inc. now owns 1,475,715 shares of the company’s stock valued at $27,360,000 after buying an additional 219,432 shares during the period. 1607 Capital Partners LLC grew its position in SRH Total Return Fund by 3.5% during the third quarter. 1607 Capital Partners LLC now owns 800,865 shares of the company’s stock valued at $14,544,000 after buying an additional 27,290 shares during the period. LPL Financial LLC grew its position in SRH Total Return Fund by 44.0% during the fourth quarter. LPL Financial LLC now owns 393,713 shares of the company’s stock valued at $7,299,000 after buying an additional 120,366 shares during the period. Blue Bell Private Wealth Management LLC grew its position in SRH Total Return Fund by 8.6% during the fourth quarter. Blue Bell Private Wealth Management LLC now owns 327,106 shares of the company’s stock valued at $6,065,000 after buying an additional 25,972 shares during the period. Finally, Bank of America Corp DE grew its position in SRH Total Return Fund by 4.8% during the third quarter. Bank of America Corp DE now owns 295,198 shares of the company’s stock valued at $5,361,000 after buying an additional 13,631 shares during the period. 15.61% of the stock is currently owned by institutional investors.

Insider Buying and Selling at SRH Total Return Fund

In other news, Director Jacob E. Hemmer purchased 5,000 shares of the company’s stock in a transaction on Thursday, May 21st. The stock was acquired at an average cost of $17.53 per share, for a total transaction of $87,650.00. Following the completion of the transaction, the director directly owned 10,000 shares in the company, valued at $175,300. This trade represents a 100.00% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. 0.09% of the stock is currently owned by insiders.

SRH Total Return Fund Stock Performance

Shares of NYSE STEW opened at $17.75 on Friday. The firm has a 50 day moving average of $17.63 and a 200 day moving average of $17.83. SRH Total Return Fund, Inc. has a 12-month low of $16.55 and a 12-month high of $18.67.

SRH Total Return Fund Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, July 24th will be given a $0.20 dividend. This represents a $0.80 dividend on an annualized basis and a dividend yield of 4.5%. The ex-dividend date is Friday, July 24th.

SRH Total Return Fund Profile

SRH Total Return Fund (NYSE: STEW) is a diversified closed-end management investment company seeking high total return through a combination of income and capital appreciation. The fund pursues its objective by investing primarily in income-producing securities such as corporate bonds, convertible securities, preferred stocks and dividend-paying common stocks.

Portfolio managers employ active credit analysis and duration management to navigate changing market conditions and capture yield opportunities across both investment-grade and high-yield segments.