Institutional Ownership
Equus Total Return Inc
CUSIP 294766100COMEQSQ1 2026
13D / 13G Filings
12
Schedule 13D/13G on record
Beneficial Filers
7
Distinct reporting persons
Largest Stake
23.9%
Max % of class reported
Institutional Holders
8
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
12 filings · latest Feb 13, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 13, 2024 | Radoff Bradley Louis | 13G/A | 2.2% | 300.0K | SEC |
| 2 | Feb 12, 2024 | Horberg Howard Todd | 13G/A | 5.2% | 703.7K | SEC |
| 3 | Feb 14, 2023 | Radoff Bradley Louis | 13G/A | 10.0% | 1.35M | SEC |
| 4 | Oct 7, 2022 | Horberg Howard Todd | 13G | 5.0% | 682.6K | SEC |
| 5 | Jul 11, 2022 | Lazar David E. | 13D/A | 3.4% | 463.3K | SEC |
| 6 | Feb 14, 2022 | Radoff Bradley Louis | 13G/A | 6.8% | 913.3K | SEC |
| 7 | Oct 18, 2021 | Des Pallieres Bertrand | 13D/A | 2.6% | 345.4K | SEC |
| 8 | Oct 4, 2021 | Tokarz Michael T | 13D | 23.5% | 3.17M | SEC |
| 9 | Jul 20, 2021 | Custodian Ventures LLC. | 13D | 4.7% | 632.2K | SEC |
| 10 | Jul 16, 2021 | Tokarz Michael T | 13G | 9.8% | 1.33M | SEC |
2 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Equus Total Return Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 35.7K | $65.6K |
| 2 | Shufro Rose & Co LLC | 31.3K | $57.6K |
| 3 | Msh Capital Advisors LLC | 21.7K | $39.9K |
| 4 | Schwarz Dygos Wheeler Investment Advisors LLC | 20.0K | $36.8K |
| 5 | Blue Bell Private Wealth Management, LLC | 9.1K | $16.7K |
| 6 | Osaic Holdings, Inc. | 4.9K | $9.1K |
| 7 | Nbc Securities, Inc. | 2.8K | $5.2K |
| 8 | Wells Fargo & Company/Mn | 1 | $1 |