Equus Total ReturnEQS
13F holders, Q4 2024 (December 31)9holders
1new positions
1sold out
1famous investor
$1.10avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding Equus Total Return Inc. (EQS) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Shufro Rose & Co. LLC ($66K), Morgan Stanley ($39K) and CSS LLC ($25K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Equus Total Return Inc.
- CUSIP
- 294766100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 1 | $2K |
All 13F filers, Q3 2024 → Q4 2024: 22,744 shares bought and 1,822 shares sold, net +20,922 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 | $66K |
| Morgan Stanley | 0.00% | Add +0.0% | 35,666 | $39K |
| CSS LLC | 0.00% | No change | 22,999 | $25K |
| Citadel Advisors | 0.00% | New | 12,250 | $13K |
| UBS Group AG | 0.00% | Add +1552.2% | 11,169 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 9,102 | $10K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,497 | $3K |
| Lanark Financial, Inc. | 0.00% | — | 2 | $3 |
| 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.