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 | 11/12/2025 | 60.00 K | $60.60 K | 0.00% | 0.44% |
| MORGAN STANLEY | 11/14/2025 | 35.67 K | $80.25 K | 0.00% | 0.26% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 11/07/2025 | 20.00 K | $45.00 K | 100.00% | 0.15% |
| MSH CAPITAL ADVISORS LLC | 11/06/2025 | 16.67 K | $37.50 K | 100.00% | 0.12% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 9.10 K | $20.48 K | 0.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 4.22 K | $9.54 K | 5.63% | 0.03% |
| NBC SECURITIES, INC. | 11/14/2025 | 2.80 K | $6.30 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1 | $1 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CSS LLC/IL | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
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Equus Total Return, Inc. institutional Ownership - FAQ's
During the previous two years, 16 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
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC: 20,000
MSH Capital Advisors LLC: 16,666
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 9,102
ADVISOR GROUP HOLDINGS, INC.: 4,222
1.09% of Equus Total Return, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 188.42 K shares in the last 24 months. This purchase volume represents approximately $341.03 K in transactions.