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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Punch & Associates Investment Management Inc. | $4,893,168 | 12/31/2023 | |
Call | 352,435 | $4,888,280 | 12/31/2023 |
STEW | 352,435 | $4,888 | 12/31/2023 |
Morgan Stanley | 3,738,803 | $51,857 | 12/31/2023 |
STEW | 3,738,803 | $51,857 | 12/31/2023 |
Bulldog Investors LLC | 1,360,514 | $18,761 | 12/31/2023 |
STEW | 1,360,514 | $18,761 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 1,010,374 | $15,216 | 03/31/2024 |
STEW | 1,010,374 | $15,216 | 03/31/2024 |
Pathstone Holdings LLC | 1,029,804 | $14,283 | 12/31/2023 |
STEW | 1,029,804 | $14,283 | 12/31/2023 |
National Asset Management Inc. | 661,288 | $9,172 | 12/31/2023 |
STEW | 661,288 | $9,172 | 12/31/2023 |
Shaker Financial Services LLC | 618,768 | $8,582 | 12/31/2023 |
STEW | 618,768 | $8,582 | 12/31/2023 |
CSS LLC IL | 593,055 | $8,226 | 12/31/2023 |
STEW | 593,055 | $8,226 | 12/31/2023 |
Cohen & Steers Inc. | 486,158 | $6,743 | 12/31/2023 |
STEW | 486,158 | $6,743 | 12/31/2023 |
Thomas J. Herzfeld Advisors Inc. | 396,155 | $5,495 | 12/31/2023 |
STEW | 396,155 | $5,495 | 12/31/2023 |
Raymond James & Associates | 330,163 | $4,972 | 03/31/2024 |
STEW | 330,163 | $4,972 | 03/31/2024 |
CNH Partners LLC | 233,788 | $3,243 | 12/31/2023 |
STEW | 233,788 | $3,243 | 12/31/2023 |
Wolverine Asset Management LLC | 222,011 | $3,079 | 12/31/2023 |
STEW | 222,011 | $3,079 | 12/31/2023 |
Flagship Harbor Advisors LLC | 200,211 | $3,015 | 03/31/2024 |
STEW | 200,211 | $3,015 | 03/31/2024 |
Atria Wealth Solutions Inc. | 209,842 | $2,911 | 12/31/2023 |
STEW | 209,842 | $2,911 | 12/31/2023 |
1607 Capital Partners LLC | 192,445 | $2,669 | 12/31/2023 |
STEW | 192,445 | $2,669 | 12/31/2023 |
Rocky Mountain Advisers LLC | 188,935 | $2,621 | 12/31/2023 |
STEW | 188,935 | $2,621 | 12/31/2023 |
Wells Fargo & Company MN | 169,420 | $2,350 | 12/31/2023 |
STEW | 169,420 | $2,350 | 12/31/2023 |
Almitas Capital LLC | 162,267 | $2,251 | 12/31/2023 |
STEW | 162,267 | $2,251 | 12/31/2023 |
Matisse Capital | 155,000 | $2,150 | 12/31/2023 |
STEW | 155,000 | $2,150 | 12/31/2023 |
Royal Bank of Canada | 150,986 | $2,094 | 12/31/2023 |
STEW | 150,986 | $2,094 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 135,726 | $2,044 | 03/31/2024 |
STEW | 135,726 | $2,044 | 03/31/2024 |
Quantedge Capital Pte Ltd | 135,403 | $1,878 | 12/31/2023 |
STEW | 135,403 | $1,878 | 12/31/2023 |
RPO LLC | 112,893 | $1,566 | 12/31/2023 |
STEW | 112,893 | $1,566 | 12/31/2023 |
Bank of America Corp DE | 102,815 | $1,426 | 12/31/2023 |
STEW | 102,815 | $1,426 | 12/31/2023 |
HighTower Advisors LLC | 96,169 | $1,337 | 12/31/2023 |
STEW | 96,169 | $1,337 | 12/31/2023 |
Park Avenue Securities LLC | 87,564 | $1,319 | 03/31/2024 |
STEW | 87,564 | $1,319 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 83,264 | $1,254 | 03/31/2024 |
STEW | 83,264 | $1,254 | 03/31/2024 |
Envestnet Asset Management Inc. | 87,495 | $1,214 | 12/31/2023 |
STEW | 87,495 | $1,214 | 12/31/2023 |
D.A. Davidson & CO. | 83,030 | $1,152 | 12/31/2023 |
STEW | 83,030 | $1,152 | 12/31/2023 |
UBS Group AG | 77,771 | $1,079 | 12/31/2023 |
STEW | 77,771 | $1,079 | 12/31/2023 |
Oppenheimer & Co. Inc. | 73,267 | $1,016 | 12/31/2023 |
STEW | 73,267 | $1,016 | 12/31/2023 |
MML Investors Services LLC | 70,501 | $978 | 12/31/2023 |
STEW | 70,501 | $978 | 12/31/2023 |
Advisor Group Holdings Inc. | 64,806 | $899 | 12/31/2023 |
STEW | 64,806 | $899 | 12/31/2023 |
LPL Financial LLC | 61,379 | $851 | 12/31/2023 |
STEW | 61,379 | $851 | 12/31/2023 |
DCF Advisers LLC | 59,000 | $818 | 12/31/2023 |
STEW | 59,000 | $818 | 12/31/2023 |
Twin Focus Capital Partners LLC | 55,019 | $763 | 12/31/2023 |
STEW | 55,019 | $763 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 49,225 | $741 | 03/31/2024 |
STEW | 49,225 | $741 | 03/31/2024 |
Clear Creek Financial Management LLC | 48,700 | $733 | 03/31/2024 |
STEW | 48,700 | $733 | 03/31/2024 |
Stifel Financial Corp | 51,100 | $709 | 12/31/2023 |
STEW | 51,100 | $709 | 12/31/2023 |
GWM Advisors LLC | 50,685 | $699 | 12/31/2023 |
STEW | 50,685 | $699 | 12/31/2023 |
SkyView Investment Advisors LLC | 49,618 | $688 | 12/31/2023 |
STEW | 49,618 | $688 | 12/31/2023 |
Thrivent Financial for Lutherans | 49,448 | $686 | 12/31/2023 |
STEW | 49,448 | $686 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 44,963 | $677 | 03/31/2024 |
STEW | 44,963 | $677 | 03/31/2024 |
Walleye Capital LLC | 44,311 | $615 | 12/31/2023 |
STEW | 44,311 | $615 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 40,355 | $608 | 03/31/2024 |
STEW | 40,355 | $608 | 03/31/2024 |
Karpus Management Inc. | 41,003 | $569 | 12/31/2023 |
STEW | 41,003 | $569 | 12/31/2023 |
Landscape Capital Management L.L.C. | 40,856 | $567 | 12/31/2023 |
STEW | 40,856 | $567 | 12/31/2023 |
Creekmur Asset Management LLC | 40,836 | $566 | 12/31/2023 |
STEW | 40,836 | $566 | 12/31/2023 |
Grace & White Inc. NY | 36,560 | $551 | 03/31/2024 |
STEW | 36,560 | $551 | 03/31/2024 |
AE Wealth Management LLC | 36,946 | $522 | 12/31/2023 |
STEW | 36,946 | $522 | 12/31/2023 |
WealthTrust Axiom LLC | 36,619 | $508 | 12/31/2023 |
STEW | 36,619 | $508 | 12/31/2023 |
Captrust Financial Advisors | 35,420 | $491 | 12/31/2023 |
STEW | 35,420 | $491 | 12/31/2023 |
Advisors Asset Management Inc. | 35,219 | $488 | 12/31/2023 |
STEW | 35,219 | $488 | 12/31/2023 |
Alta Capital Management LLC | 31,211 | $470 | 03/31/2024 |
STEW | 31,211 | $470 | 03/31/2024 |
Roundview Capital LLC | 30,401 | $422 | 12/31/2023 |
STEW | 30,401 | $422 | 12/31/2023 |
Cetera Advisor Networks LLC | 28,952 | $402 | 12/31/2023 |
STEW | 28,952 | $402 | 12/31/2023 |
Raymond James Trust N.A. | 23,693 | $357 | 03/31/2024 |
STEW | 23,693 | $357 | 03/31/2024 |
Commonwealth Equity Services LLC | 25,220 | $350 | 12/31/2023 |
STEW | 25,220 | $350 | 12/31/2023 |
Mariner LLC | 21,889 | $304 | 12/31/2023 |
STEW | 21,889 | $304 | 12/31/2023 |
Ancora Advisors LLC | 21,141 | $293 | 12/31/2023 |
STEW | 21,141 | $293 | 12/31/2023 |
Highlander Capital Management LLC | 20,926 | $290 | 12/31/2023 |
STEW | 20,926 | $290 | 12/31/2023 |
Stolper Co | 19,105 | $288 | 03/31/2024 |
STEW | 19,105 | $288 | 03/31/2024 |
Stratos Wealth Partners LTD. | 16,779 | $253 | 03/31/2024 |
STEW | 16,779 | $253 | 03/31/2024 |
Level Four Advisory Services LLC | 18,198 | $252 | 12/31/2023 |
STEW | 18,198 | $252 | 12/31/2023 |
Taddei Ludwig & Associates Inc. | 16,168 | $243 | 03/31/2024 |
STEW | 16,168 | $243 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 15,665 | $236 | 03/31/2024 |
STEW | 15,665 | $236 | 03/31/2024 |
Guggenheim Capital LLC | 16,274 | $226 | 12/31/2023 |
STEW | 16,274 | $226 | 12/31/2023 |
Sontag Advisory LLC | 14,678 | $204 | 12/31/2023 |
STEW | 14,678 | $204 | 12/31/2023 |
Janney Montgomery Scott LLC | 14,323 | $199 | 12/31/2023 |
STEW | 14,323 | $199 | 12/31/2023 |
Nomura Holdings Inc. | 14,260 | $198 | 12/31/2023 |
STEW | 14,260 | $198 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 12,932 | $195 | 03/31/2024 |
STEW | 12,932 | $195 | 03/31/2024 |
Creative Planning | 13,664 | $190 | 12/31/2023 |
STEW | 13,664 | $190 | 12/31/2023 |
Horizon Wealth Management LLC | 12,276 | $185 | 03/31/2024 |
STEW | 12,276 | $185 | 03/31/2024 |
Integrated Capital Management Inc. | 12,191 | $184 | 03/31/2024 |
STEW | 12,191 | $184 | 03/31/2024 |
JPMorgan Chase & Co. | 12,705 | $176 | 12/31/2023 |
STEW | 12,705 | $176 | 12/31/2023 |
High Falls Advisors Inc | 12,281 | $170 | 12/31/2023 |
STEW | 12,281 | $170 | 12/31/2023 |
Monetary Management Group Inc. | 12,000 | $166 | 12/31/2023 |
STEW | 12,000 | $166 | 12/31/2023 |
Private Advisor Group LLC | 11,863 | $165 | 12/31/2023 |
STEW | 11,863 | $165 | 12/31/2023 |
Stephens Inc. AR | 11,583 | $161 | 12/31/2023 |
STEW | 11,583 | $161 | 12/31/2023 |
Camelot Portfolios LLC | 10,851 | $151 | 12/31/2023 |
STEW | 10,851 | $151 | 12/31/2023 |
Wedbush Securities Inc. | 10,626 | $147 | 12/31/2023 |
STEW | 10,626 | $147 | 12/31/2023 |
Tactive Advisors LLC | 10,402 | $144 | 12/31/2023 |
STEW | 10,402 | $144 | 12/31/2023 |
Matrix Private Capital Group LLC | 10,300 | $143 | 12/31/2023 |
STEW | 10,300 | $143 | 12/31/2023 |
NBC Securities Inc. | 9,385 | $141 | 03/31/2024 |
STEW | 9,385 | $141 | 03/31/2024 |
Moloney Securities Asset Management LLC | 10,133 | $141 | 12/31/2023 |
STEW | 10,133 | $141 | 12/31/2023 |
Connecticut Wealth Management LLC | 10,128 | $140 | 12/31/2023 |
STEW | 10,128 | $140 | 12/31/2023 |
Principal Securities Inc. | 9,617 | $133 | 12/31/2023 |
STEW | 9,617 | $133 | 12/31/2023 |
Elequin Capital LP | 8,227 | $114 | 12/31/2023 |
STEW | 8,227 | $114 | 12/31/2023 |
Baystate Wealth Management LLC | 7,000 | $97 | 12/31/2023 |
STEW | 7,000 | $97 | 12/31/2023 |
Game Plan Financial Advisors LLC | 6,000 | $90 | 03/31/2024 |
STEW | 6,000 | $90 | 03/31/2024 |
Comerica Bank | 6,302 | $87 | 12/31/2023 |
STEW | 6,302 | $87 | 12/31/2023 |
Global Retirement Partners LLC | 5,523 | $83 | 03/31/2024 |
STEW | 5,523 | $83 | 03/31/2024 |
CWM LLC | 5,415 | $82 | 03/31/2024 |
STEW | 5,415 | $82 | 03/31/2024 |
Nemes Rush Group LLC | 3,609 | $50 | 12/31/2023 |
STEW | 3,609 | $50 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 3,100 | $43 | 12/31/2023 |
STEW | 3,100 | $43 | 12/31/2023 |
Advisory Services Network LLC | 2,113 | $29 | 12/31/2023 |
STEW | 2,113 | $29 | 12/31/2023 |
Huntington National Bank | 1,738 | $24 | 12/31/2023 |
STEW | 1,738 | $24 | 12/31/2023 |
AdvisorNet Financial Inc | 1,500 | $23 | 03/31/2024 |
STEW | 1,500 | $23 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 1,608 | $22 | 12/31/2023 |
STEW | 1,608 | $22 | 12/31/2023 |
Bessemer Group Inc. | 1,283 | $18 | 12/31/2023 |
STEW | 1,283 | $18 | 12/31/2023 |
Coppell Advisory Solutions LLC | 1,200 | $17 | 12/31/2023 |
STEW | 1,200 | $17 | 12/31/2023 |
MCF Advisors LLC | 1,060 | $16 | 03/31/2024 |
STEW | 1,060 | $16 | 03/31/2024 |
Focused Wealth Management Inc | 907 | $13 | 12/31/2023 |
STEW | 907 | $13 | 12/31/2023 |
American National Bank | 493 | $7 | 03/31/2024 |
STEW | 493 | $7 | 03/31/2024 |
Nalls Sherbakoff Group LLC | 412 | $6 | 12/31/2023 |
STEW | 412 | $6 | 12/31/2023 |
Asset Dedication LLC | 184 | $3 | 03/31/2024 |
STEW | 184 | $3 | 03/31/2024 |
Allworth Financial LP | 7 | $0 | 03/31/2024 |
STEW | 7 | $0 | 03/31/2024 |
FMR LLC | 1 | $0 | 12/31/2023 |
STEW | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
STEW | 0 | $0 | 12/31/2023 |
Clean Yield Group | 0 | $0 | 12/31/2023 |
STEW | 0 | $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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