Equus Total Return Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 35.67 K | $44.23 K | 0.00% | 0.26% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 31.29 K | $38.80 K | 0.00% | 0.22% |
| CITADEL ADVISORS LLC | 09/02/2026 | 20.33 K | $25.21 K | 100.00% | 0.15% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 08/07/2026 | 20.00 K | $24.80 K | 0.00% | 0.14% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 8.90 K | $11.03 K | -2.25% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 6.45 K | $7.99 K | 30.32% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $1 | 0.00% | 0.00% |
| NBC SECURITIES, INC. | 07/21/2026 | 0 | $0 | -100.00% | 0.00% |
| MSH CAPITAL ADVISORS LLC | 08/11/2026 | 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:
MORGAN STANLEY: 35,666
SHUFRO ROSE & CO LLC: 31,287
CITADEL ADVISORS LLC: 20,330
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC: 20,000
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 8,897
ADVISOR GROUP HOLDINGS, INC.: 6,447
0.88% of Equus Total Return Inc stock is owned by institutional investors.
Institutional investors have bought a total of 162.59 K shares in the last 24 months. This purchase volume represents approximately $239.00 K in transactions.