Purchases and Sales Made in Q4 2024 in Flaherty & Crumrine Total Return Fund Inc (FLC)
This table provides information about the institutional ownership of Flaherty & Crumrine Total Return Fund Inc (FLC) during Q4 2024. The information is specifically focused on institutions that hold shares of FLAHERTY & CRUMRINE TOTAL RETURN FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.6KNew |
$274K - $290K
|
16.6K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
504New |
$8.32K - $8.77K
|
504
$8.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
328+ 32.32% |
$5.41K - $5.71K
|
1.34K
$22.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
122+ 1.19% |
$2.01K - $2.12K
|
10.4K
$177K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-100- 0.97% |
$1.65K - $1.74K
|
10.2K
$174K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-555- 4.94% |
$9.16K - $9.66K
|
10.7K
$182K
|