Blue Bell Private Wealth Management, LLC Equus Total Return, Inc. Transaction History
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Equus Total Return, Inc. stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 9,102 shares of EQS stock, worth $17,111. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,102
Previous 9,102
-0.0%
Holding current value
$17,111
Previous $12,000
66.67%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding EQS
# of Institutions
10Shares Held
149KCall Options Held
0Put Options Held
0-
Shufro Rose & CO LLC60KShares$112,8000.01% of portfolio
-
Morgan Stanley New York, NY35.7KShares$67,0520.0% of portfolio
-
Schwarz Dygos Wheeler Investment Advisors LLC Minneapolis, MN20KShares$37,6000.01% of portfolio
-
Msh Capital Advisors LLC Scottsdale, AZ16.7KShares$31,3320.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.22KShares$7,9370.0% of portfolio
About EQUUS TOTAL RETURN, INC.
- Ticker EQS
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 13,518,100
- Market Cap $25.4M
- Description
- Equus Total Return, Inc. is a business development company (BDC) specializing in leveraged buyouts, management buyouts, corporate partnerships/joint ventures, growth and expansion capital, acquisition financing, roll-up acquisition strategies, operational turnarounds, recapitalizations of existing businesses, special situations, equity and equit...