Institutional Ownership Flaherty & Crumrine Total Return Fund Inc (FLC)
This table provides information about the institutional ownership of Flaherty & Crumrine Total Return Fund Inc (FLC). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $41.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
559,576
shares
|
$9.53 Million
0.21% of portfolio
|
Q4 2024
Added 123.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
311,606
shares
|
$5.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
208,369
shares
|
$3.55 Million
0.19% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
147,767
shares
|
$2.52 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
143,839
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
131,427
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
119,882
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Added 35.44%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
103,093
shares
|
$1.76 Million
0.09% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
95,300
shares
|
$1.62 Million
0.83% of portfolio
|
Q2 2024
Added 22.96%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
88,557
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 88.53%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
83,202
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
52,968
shares
|
$902,045
0.0% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
50,316
shares
|
$856,881
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
32,625
shares
|
$555,603
0.0% of portfolio
|
Q4 2024
Added 67.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
24,388
shares
|
$415,327
0.0% of portfolio
|
Q4 2024
Reduced 37.44%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
21,966
shares
|
$374,080
0.13% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
20,790
shares
|
$354,053
0.24% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
19,937
shares
|
$339,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
19,424
shares
|
$330,790
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
18,061
shares
|
$307,578
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
16,634
shares
|
$283,277
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
15,945
shares
|
$271,543
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
15,487
shares
|
$263,743
0.0% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
12,560
shares
|
$213,896
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,272
shares
|
$208,992
0.0% of portfolio
|
Q4 2024
Reduced 0.2%
|