Equus Total Return Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 35.67 K | $50.46 K | 0.00% | 0.26% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 31.29 K | $44.27 K | -47.86% | 0.23% |
| CITADEL ADVISORS LLC | 02/17/2026 | 23.88 K | $33.79 K | 100.00% | 0.17% |
| MSH CAPITAL ADVISORS LLC | 02/09/2026 | 21.67 K | $30.65 K | 30.00% | 0.16% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 02/09/2026 | 20.00 K | $28.30 K | 0.00% | 0.15% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 9.10 K | $12.88 K | 0.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 4.22 K | $5.96 K | 0.00% | 0.03% |
| NBC SECURITIES, INC. | 01/29/2026 | 2.80 K | $3.96 K | 0.00% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 739 | $1.05 K | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $1 | 0.00% | 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:
NBC SECURITIES, INC.: 2,800
UBS Group AG: 0
MORGAN STANLEY: 35,666
SHUFRO ROSE & CO LLC: 31,287
CITADEL ADVISORS LLC: 23,884
MSH Capital Advisors LLC: 21,666
1.09% of Equus Total Return Inc stock is owned by institutional investors.
Institutional investors have bought a total of 188.59 K shares in the last 24 months. This purchase volume represents approximately $277.22 K in transactions.