Equus Total ReturnEQS
13F holders, Q3 2024 (September 30)9holders −1
1new positions
2sold out
$1.34avg. 13F price*
At the end of Q3 2024, 9 institutions reported holding Equus Total Return Inc. (EQS) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Shufro Rose & Co. LLC ($79K), Morgan Stanley ($49K) and CSS LLC ($31K).
- Company
- Equus Total Return Inc.
- CUSIP
- 294766100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 2 | $108K |
All 13F filers, Q2 2024 → Q3 2024: 1,822 shares bought and 83,480 shares sold, net −81,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Shufro Rose & Co. LLC | 0.01% | No change | 60,000 | $79K |
| Morgan Stanley | 0.00% | Reduce 0.0% | 35,665 | $49K |
| CSS LLC | 0.01% | No change | 22,999 | $31K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 9,102 | $12K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,497 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 2,800 | $3K |
| Uncommon Cents Investing LLC | 0.00% | New | 1,822 | $2K |
| UBS Group AG | 0.00% | Reduce -67.5% | 676 | $919 |
| 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.