Equus Total Return Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 35.67 K | $65.63 K | 0.00% | 0.26% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 31.29 K | $57.57 K | 0.00% | 0.23% |
| MSH CAPITAL ADVISORS LLC | 05/11/2026 | 21.67 K | $39.87 K | 0.00% | 0.16% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 05/08/2026 | 20.00 K | $36.80 K | 0.00% | 0.15% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 9.10 K | $16.75 K | 0.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 4.95 K | $9.10 K | 17.17% | 0.04% |
| NBC SECURITIES, INC. | 04/14/2026 | 2.80 K | $5.15 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $1 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
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Equus Total Return Inc institutional Ownership - FAQ's
During the previous two years, 15 institutional investors and hedge funds held shares of Equus Total Return Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 35,666
SHUFRO ROSE & CO LLC: 31,287
MSH Capital Advisors LLC: 21,666
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC: 20,000
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 9,102
ADVISOR GROUP HOLDINGS, INC.: 4,947
0.92% of Equus Total Return Inc stock is owned by institutional investors.
Institutional investors have bought a total of 165.43 K shares in the last 24 months. This purchase volume represents approximately $243.18 K in transactions.