Equus Total Return Inc: Ownership
| Ownership Information |
| Shares Outstanding |
9.00 Mil | | Institutional Ownership (%) | 1.96 | | Top 10 Institutions (%) | 2.80 | | Mutual Fund Ownership (%) | .00 | | 5%/Insider Ownership (%) | 16.43 | | Float (%) | 83.57 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
11 | 176,503 | | New Positions | NA | 0 | | Soldout Positions | 9 | 0 | | Net Position Change | -9 | -273,587 | | Buyers | 3 | 70,358 | | Sellers | 12 | -343,945 |
| advertisement |
|
|
|---|
| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| Rushmore Investment Advisors, Inc. |
100,000 |
67,814 |
210.7 |
231,270 |
1.1 |
0.1 |
06-30-09 |
| First Manhattan Company |
17,840 |
0 |
0.0 |
-178 |
0.2 |
0.0 |
09-30-09 |
| 1st Source Corporation Investment Advisors, Inc. |
14,543 |
-13,235 |
-47.6 |
-42,895 |
0.2 |
0.0 |
09-30-09 |
| Banc of America Securities Merrill Lynch |
14,540 |
0 |
0.0 |
-145 |
0.2 |
0.0 |
09-30-09 |
| TFS Capital, L.L.C. |
10,887 |
-4,300 |
-28.3 |
-13,998 |
0.1 |
0.0 |
09-30-09 |
| RiverSource Investments, LLC |
7,021 |
0 |
0.0 |
2,668 |
0.1 |
0.0 |
06-30-09 |
| UBS Securities LLC |
5,570 |
1,208 |
27.7 |
3,846 |
0.1 |
0.0 |
09-30-09 |
| Legal & General Investment Management Ltd. (UK) |
3,951 |
0 |
0.0 |
-40 |
0.0 |
0.0 |
09-30-09 |
| Atlantic Trust Private Wealth Management |
1,493 |
1,336 |
851.0 |
4,375 |
0.0 |
0.0 |
06-30-09 |
| Wells Fargo Bank, N.A. |
552 |
0 |
0.0 |
210 |
0.0 |
0.0 |
06-30-09 |
| Wells Fargo Securities, LLC |
106 |
-13 |
-10.9 |
3 |
0.0 |
0.0 |
06-30-09 |
| RBC Capital Markets Wealth Management |
0 |
-800 |
-100.0 |
-5,608 |
0.0 |
0.0 |
09-30-08 |
| Punch & Associates Investment Management, Inc. |
0 |
-149,239 |
-100.0 |
-425,331 |
0.0 |
0.0 |
06-30-09 |
| Citi Investment Research (US) |
0 |
-42,994 |
-100.0 |
-138,871 |
0.0 |
0.0 |
09-30-09 |
| Gramercy Advisors, L.L.C. |
0 |
-107,847 |
-100.0 |
-307,364 |
0.0 |
0.0 |
06-30-09 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
Page generated 11/25/2009 12:51 AM Eastern Time