Institutional Ownership Equus Total Return, Inc. (EQS)
This table provides information about the institutional ownership of Equus Total Return, Inc. (EQS). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 150,196 shares, which have been reported (via 13F filing form) to have a value of $282,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
60,000
shares
|
$112,800
0.01% of portfolio
|
Q1 2024
Reduced 22.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
35,666
shares
|
$67,052
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
20,000
shares
|
$37,600
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
16,666
shares
|
$31,332
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
9,102
shares
|
$17,111
0.0% of portfolio
|
Q3 2023
Reduced 6.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,222
shares
|
$7,937
0.0% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 28, 2026 Q4 2025 |
2,800
shares
|
$5,264
0.0% of portfolio
|
Q1 2025
Added 139900.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,000
shares
|
$1,880
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
739
shares
|
$1,389
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$1
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|