HoldingsChannel.com
Funds Holding STEW

On this page, we present all of the funds holding STEW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding STEW, with a link to that fund's top holdings. The next columns indicate the amount of STEW stock held by each of the funds holding STEW, followed by the STEW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 110 funds holding STEW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Punch & Associates Investment Management Inc.. For more details on the positions held by Punch & Associates Investment Management Inc. (or by any of the other funds holding STEW), click the fund name in the "Holder" column of the funds-holding-STEW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $4,893,168 12/31/2023
     Call352,435$4,888,280 12/31/2023
     STEW352,435$4,888 12/31/2023
Morgan Stanley3,738,803$51,857 12/31/2023
     STEW3,738,803$51,857 12/31/2023
Bulldog Investors LLC1,360,514$18,761 12/31/2023
     STEW1,360,514$18,761 12/31/2023
Allspring Global Investments Holdings LLC1,010,374$15,216 03/31/2024
     STEW1,010,374$15,216 03/31/2024
Pathstone Holdings LLC1,029,804$14,283 12/31/2023
     STEW1,029,804$14,283 12/31/2023
National Asset Management Inc.661,288$9,172 12/31/2023
     STEW661,288$9,172 12/31/2023
Shaker Financial Services LLC618,768$8,582 12/31/2023
     STEW618,768$8,582 12/31/2023
CSS LLC IL593,055$8,226 12/31/2023
     STEW593,055$8,226 12/31/2023
Cohen & Steers Inc.486,158$6,743 12/31/2023
     STEW486,158$6,743 12/31/2023
Thomas J. Herzfeld Advisors Inc.396,155$5,495 12/31/2023
     STEW396,155$5,495 12/31/2023
Raymond James & Associates330,163$4,972 03/31/2024
     STEW330,163$4,972 03/31/2024
CNH Partners LLC233,788$3,243 12/31/2023
     STEW233,788$3,243 12/31/2023
Wolverine Asset Management LLC222,011$3,079 12/31/2023
     STEW222,011$3,079 12/31/2023
Flagship Harbor Advisors LLC200,211$3,015 03/31/2024
     STEW200,211$3,015 03/31/2024
Atria Wealth Solutions Inc.209,842$2,911 12/31/2023
     STEW209,842$2,911 12/31/2023
1607 Capital Partners LLC192,445$2,669 12/31/2023
     STEW192,445$2,669 12/31/2023
Rocky Mountain Advisers LLC188,935$2,621 12/31/2023
     STEW188,935$2,621 12/31/2023
Wells Fargo & Company MN169,420$2,350 12/31/2023
     STEW169,420$2,350 12/31/2023
Almitas Capital LLC162,267$2,251 12/31/2023
     STEW162,267$2,251 12/31/2023
Matisse Capital155,000$2,150 12/31/2023
     STEW155,000$2,150 12/31/2023
Royal Bank of Canada150,986$2,094 12/31/2023
     STEW150,986$2,094 12/31/2023
Blue Bell Private Wealth Management LLC135,726$2,044 03/31/2024
     STEW135,726$2,044 03/31/2024
Quantedge Capital Pte Ltd135,403$1,878 12/31/2023
     STEW135,403$1,878 12/31/2023
RPO LLC112,893$1,566 12/31/2023
     STEW112,893$1,566 12/31/2023
Bank of America Corp DE102,815$1,426 12/31/2023
     STEW102,815$1,426 12/31/2023
HighTower Advisors LLC96,169$1,337 12/31/2023
     STEW96,169$1,337 12/31/2023
Park Avenue Securities LLC87,564$1,319 03/31/2024
     STEW87,564$1,319 03/31/2024
Cambridge Investment Research Advisors Inc.83,264$1,254 03/31/2024
     STEW83,264$1,254 03/31/2024
Envestnet Asset Management Inc.87,495$1,214 12/31/2023
     STEW87,495$1,214 12/31/2023
D.A. Davidson & CO.83,030$1,152 12/31/2023
     STEW83,030$1,152 12/31/2023
UBS Group AG77,771$1,079 12/31/2023
     STEW77,771$1,079 12/31/2023
Oppenheimer & Co. Inc.73,267$1,016 12/31/2023
     STEW73,267$1,016 12/31/2023
MML Investors Services LLC70,501$978 12/31/2023
     STEW70,501$978 12/31/2023
Advisor Group Holdings Inc.64,806$899 12/31/2023
     STEW64,806$899 12/31/2023
LPL Financial LLC61,379$851 12/31/2023
     STEW61,379$851 12/31/2023
DCF Advisers LLC59,000$818 12/31/2023
     STEW59,000$818 12/31/2023
Twin Focus Capital Partners LLC55,019$763 12/31/2023
     STEW55,019$763 12/31/2023
Kingswood Wealth Advisors LLC49,225$741 03/31/2024
     STEW49,225$741 03/31/2024
Clear Creek Financial Management LLC48,700$733 03/31/2024
     STEW48,700$733 03/31/2024
Stifel Financial Corp51,100$709 12/31/2023
     STEW51,100$709 12/31/2023
GWM Advisors LLC50,685$699 12/31/2023
     STEW50,685$699 12/31/2023
SkyView Investment Advisors LLC49,618$688 12/31/2023
     STEW49,618$688 12/31/2023
Thrivent Financial for Lutherans49,448$686 12/31/2023
     STEW49,448$686 12/31/2023
Sugarloaf Wealth Management LLC44,963$677 03/31/2024
     STEW44,963$677 03/31/2024
Walleye Capital LLC44,311$615 12/31/2023
     STEW44,311$615 12/31/2023
Raymond James Financial Services Advisors Inc.40,355$608 03/31/2024
     STEW40,355$608 03/31/2024
Karpus Management Inc.41,003$569 12/31/2023
     STEW41,003$569 12/31/2023
Landscape Capital Management L.L.C.40,856$567 12/31/2023
     STEW40,856$567 12/31/2023
Creekmur Asset Management LLC40,836$566 12/31/2023
     STEW40,836$566 12/31/2023
Grace & White Inc. NY36,560$551 03/31/2024
     STEW36,560$551 03/31/2024
AE Wealth Management LLC36,946$522 12/31/2023
     STEW36,946$522 12/31/2023
WealthTrust Axiom LLC36,619$508 12/31/2023
     STEW36,619$508 12/31/2023
Captrust Financial Advisors35,420$491 12/31/2023
     STEW35,420$491 12/31/2023
Advisors Asset Management Inc.35,219$488 12/31/2023
     STEW35,219$488 12/31/2023
Alta Capital Management LLC31,211$470 03/31/2024
     STEW31,211$470 03/31/2024
Roundview Capital LLC30,401$422 12/31/2023
     STEW30,401$422 12/31/2023
Cetera Advisor Networks LLC28,952$402 12/31/2023
     STEW28,952$402 12/31/2023
Raymond James Trust N.A.23,693$357 03/31/2024
     STEW23,693$357 03/31/2024
Commonwealth Equity Services LLC25,220$350 12/31/2023
     STEW25,220$350 12/31/2023
Mariner LLC21,889$304 12/31/2023
     STEW21,889$304 12/31/2023
Ancora Advisors LLC21,141$293 12/31/2023
     STEW21,141$293 12/31/2023
Highlander Capital Management LLC20,926$290 12/31/2023
     STEW20,926$290 12/31/2023
Stolper Co19,105$288 03/31/2024
     STEW19,105$288 03/31/2024
Stratos Wealth Partners LTD.16,779$253 03/31/2024
     STEW16,779$253 03/31/2024
Level Four Advisory Services LLC18,198$252 12/31/2023
     STEW18,198$252 12/31/2023
Taddei Ludwig & Associates Inc.16,168$243 03/31/2024
     STEW16,168$243 03/31/2024
Nations Financial Group Inc. IA ADV15,665$236 03/31/2024
     STEW15,665$236 03/31/2024
Guggenheim Capital LLC16,274$226 12/31/2023
     STEW16,274$226 12/31/2023
Sontag Advisory LLC14,678$204 12/31/2023
     STEW14,678$204 12/31/2023
Janney Montgomery Scott LLC14,323$199 12/31/2023
     STEW14,323$199 12/31/2023
Nomura Holdings Inc.14,260$198 12/31/2023
     STEW14,260$198 12/31/2023
Caldwell Sutter Capital Inc.12,932$195 03/31/2024
     STEW12,932$195 03/31/2024
Creative Planning13,664$190 12/31/2023
     STEW13,664$190 12/31/2023
Horizon Wealth Management LLC12,276$185 03/31/2024
     STEW12,276$185 03/31/2024
Integrated Capital Management Inc.12,191$184 03/31/2024
     STEW12,191$184 03/31/2024
JPMorgan Chase & Co.12,705$176 12/31/2023
     STEW12,705$176 12/31/2023
High Falls Advisors Inc12,281$170 12/31/2023
     STEW12,281$170 12/31/2023
Monetary Management Group Inc.12,000$166 12/31/2023
     STEW12,000$166 12/31/2023
Private Advisor Group LLC11,863$165 12/31/2023
     STEW11,863$165 12/31/2023
Stephens Inc. AR11,583$161 12/31/2023
     STEW11,583$161 12/31/2023
Camelot Portfolios LLC10,851$151 12/31/2023
     STEW10,851$151 12/31/2023
Wedbush Securities Inc.10,626$147 12/31/2023
     STEW10,626$147 12/31/2023
Tactive Advisors LLC10,402$144 12/31/2023
     STEW10,402$144 12/31/2023
Matrix Private Capital Group LLC10,300$143 12/31/2023
     STEW10,300$143 12/31/2023
NBC Securities Inc.9,385$141 03/31/2024
     STEW9,385$141 03/31/2024
Moloney Securities Asset Management LLC10,133$141 12/31/2023
     STEW10,133$141 12/31/2023
Connecticut Wealth Management LLC10,128$140 12/31/2023
     STEW10,128$140 12/31/2023
Principal Securities Inc.9,617$133 12/31/2023
     STEW9,617$133 12/31/2023
Elequin Capital LP8,227$114 12/31/2023
     STEW8,227$114 12/31/2023
Baystate Wealth Management LLC7,000$97 12/31/2023
     STEW7,000$97 12/31/2023
Game Plan Financial Advisors LLC6,000$90 03/31/2024
     STEW6,000$90 03/31/2024
Comerica Bank6,302$87 12/31/2023
     STEW6,302$87 12/31/2023
Global Retirement Partners LLC5,523$83 03/31/2024
     STEW5,523$83 03/31/2024
CWM LLC5,415$82 03/31/2024
     STEW5,415$82 03/31/2024
Nemes Rush Group LLC3,609$50 12/31/2023
     STEW3,609$50 12/31/2023
Steward Partners Investment Advisory LLC3,100$43 12/31/2023
     STEW3,100$43 12/31/2023
Advisory Services Network LLC2,113$29 12/31/2023
     STEW2,113$29 12/31/2023
Huntington National Bank1,738$24 12/31/2023
     STEW1,738$24 12/31/2023
AdvisorNet Financial Inc1,500$23 03/31/2024
     STEW1,500$23 03/31/2024
Householder Group Estate & Retirement Specialist LLC1,608$22 12/31/2023
     STEW1,608$22 12/31/2023
Bessemer Group Inc.1,283$18 12/31/2023
     STEW1,283$18 12/31/2023
Coppell Advisory Solutions LLC1,200$17 12/31/2023
     STEW1,200$17 12/31/2023
MCF Advisors LLC1,060$16 03/31/2024
     STEW1,060$16 03/31/2024
Focused Wealth Management Inc907$13 12/31/2023
     STEW907$13 12/31/2023
American National Bank493$7 03/31/2024
     STEW493$7 03/31/2024
Nalls Sherbakoff Group LLC412$6 12/31/2023
     STEW412$6 12/31/2023
Asset Dedication LLC184$3 03/31/2024
     STEW184$3 03/31/2024
Allworth Financial LP7$0 03/31/2024
     STEW7$0 03/31/2024
FMR LLC1$0 12/31/2023
     STEW1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     STEW0$0 12/31/2023
Clean Yield Group0$0 12/31/2023
     STEW0$0 12/31/2023

See Summary: Institutional Holders of STEW
See Details: Top 10 Hedge Funds Holding STEW
Also See: STEW Insider Buying
Also See: STEW Holdings Changes

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