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 41 institutions that hold shares in the stock, with a total of 1.73 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,502
shares
|
$127,984
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,000
shares
|
$68,240
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
2,875
shares
|
$49,047
0.02% of portfolio
|
Q1 2024
New holding
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
1,620
shares
|
$27,637
0.03% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,343
shares
|
$22,911
0.0% of portfolio
|
Q4 2024
Added 32.32%
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$17,060
0.01% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$17,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
800
shares
|
$13,647
0.0% of portfolio
|
Q1 2020
Added 1.5%
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
700
shares
|
$11,942
0.0% of portfolio
|
Q3 2024
Reduced 93.42%
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
504
shares
|
$8,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$8,530
0.0% of portfolio
|
Q3 2023
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
495
shares
|
$8,444
0.01% of portfolio
|
Q4 2018
Added 890.0%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
350
shares
|
$5,971
0.0% of portfolio
|
Q3 2024
Added 8.36%
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
164
shares
|
$2,797
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
140
shares
|
$2,388
0.0% of portfolio
|
Q1 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|