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 | 05/08/2025 | 60.00 K | $60.60 K | 0.00% | 0.44% |
| MORGAN STANLEY | 05/15/2025 | 35.67 K | $36.02 K | 0.00% | 0.26% |
| CSS LLC/IL | 05/15/2025 | 23.00 K | $23.23 K | 0.00% | 0.17% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/05/2025 | 9.10 K | $9.19 K | 0.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 4.50 K | $4.54 K | 80.10% | 0.03% |
| NBC SECURITIES, INC. | 04/09/2025 | 2.80 K | $2 | 139,900.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 100 | $101 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 1 | $1 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Equus Total Return, Inc. institutional Ownership - FAQ's
During the previous two years, 14 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
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 9,102
ADVISOR GROUP HOLDINGS, INC.: 4,497
NBC SECURITIES, INC.: 2,800
1.08% of Equus Total Return, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 175.12 K shares in the last 24 months. This purchase volume represents approximately $157.61 K in transactions.