EQS Institutional Ownership
Equus Total Return Inc
1W: -11.5%
1M: -14.2%
3M: -27.0%
YTD: -35.0%
1Y: -61.1%
3Y: -39.9%
5Y: -62.2%
$0.88
+0.05 (+5.83%)
Weekly Expected Move ±9.9%
$1
$1
$1
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Institutional Ownership — EQS
9
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
1
New Positions
1
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 35,666 | $$32K | — | +0.0% | 23Q | SEC ↗ |
| 2 | SHUFRO ROSE & CO LLC | 31,287 | $$28K | — | +0.0% | 58Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC NEW | 20,330 | $$18K | — | +0.0% | 1Q | SEC ↗ |
| 4 | SCHWARZ DYGOS WHEELER INVESTMENT ADVIS | 20,000 | $$18K | — | +0.0% | 4Q | SEC ↗ |
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 8,897 | $$8K | -205 | -2.3% | 51Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 6,447 | $$6K | +1,500 | +30.3% | 10Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 1 | $$0K | — | +0.0% | 14Q | SEC ↗ |
| 8 | MSH Capital Advisors LLC | 0 | $$0K | -21,666 | -100.0% | 3Q | SEC ↗ |
| 9 | UBS Group AG | 0 | $$0K | -739 | -100.0% | 1Q | SEC ↗ |
| 10 | NBC SECURITIES, INC. | 0 | $$0K | -2,800 | -100.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 20,330 | $$18K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MSH Capital Advisors LLC | 21,666 | $$19K |
| NBC SECURITIES, INC. | 2,800 | $$2K |
| UBS Group AG | 739 | $$1K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +1,500 | +30.3% | 6,447 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT | -205 | -2.3% | 8,897 |