Equus Total ReturnEQS
13F holders, Q1 2024 (March 31)9holders
$1.46avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding Equus Total Return Inc. (EQS) in their 13F filings. The largest holders were FNY Investment Advisers, LLC ($128K), Shufro Rose & Co. LLC ($88K) and Morgan Stanley ($52K).
- Company
- Equus Total Return Inc.
- CUSIP
- 294766100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $779 |
| Exits | 1 | $15K |
Ownership 9 holders
| FNY Investment Advisers, LLC | 0.08% | Reduce -11.7% | 88,264 | $128K |
| Shufro Rose & Co. LLC | 0.01% | Reduce -22.8% | 60,000 | $88K |
| Morgan Stanley | 0.00% | No change | 35,666 | $52K |
| CSS LLC | 0.01% | No change | 22,999 | $34K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 9,102 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 2,800 | $4K |
| Osaic Holdings, Inc. | 0.00% | New | 497 | $725 |
| UBS Group AG | 0.00% | New | 37 | $54 |
| Wells Fargo & Company | 0.00% | No change | 1 | $1 |
"% of holder's portfolio" is EQS's weight in each manager's 13F, not the share of Equus Total Return Inc. the manager owns.