Equus Total Return, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | 02/25/2025 | 60,000 | $66,000 | 0.00% | 0.44% |
| MORGAN STANLEY | 02/14/2025 | 35,666 | $39,234 | 0.00% | 0.26% |
| CSS LLC/IL | 02/18/2025 | 22,999 | $25,299 | 0.00% | 0.17% |
| CITADEL ADVISORS LLC | 02/14/2025 | 12,250 | $13,475 | 100.00% | 0.09% |
| UBS GROUP AG | 02/14/2025 | 11,169 | $12,286 | 1,552.22% | 0.08% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/07/2025 | 9,102 | $10,012 | 0.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 2,497 | $2,875 | 0.00% | 0.02% |
| NBC SECURITIES, INC. | 01/22/2025 | 2 | $3 | -99.93% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 1 | $1 | 0.00% | 0.00% |
| UNCOMMON CENTS INVESTING LLC | 01/16/2025 | 0 | $0 | -100.00% | 0.00% |
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Equus Total Return, Inc. institutional Ownership - FAQ's
During the previous two years, 13 institutional investors and hedge funds held shares of Equus Total Return, Inc.. The most heavily invested institutionals were:
SHUFRO ROSE & CO LLC: 60,000
MORGAN STANLEY: 35,666
CSS LLC/IL: 22,999
CITADEL ADVISORS LLC: 12,250
UBS Group AG: 11,169
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 9,102
1.13% of Equus Total Return, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 193,642 shares in the last 24 months. This purchase volume represents approximately $183,960 in transactions.