Latest Institutional Purchases of Flaherty & Crumrine Total Return Fund Inc (FLC)
This list provides information on the latest institutional transactions involving Flaherty & Crumrine Total Return Fund Inc (FLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
95.7K+ 62.01% |
$1.47M - $1.67M
|
250K
$4.17M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
56.7KNew |
$869K - $990K
|
56.7K
$944K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
53.6K+ 153.87% |
$822K - $937K
|
88.5K
$1.48M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.9K+ 12.32% |
$536K - $610K
|
318K
$5.31M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$298K - $339K
|
19.4K
$324K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.6K+ 60.04% |
$270K - $308K
|
47K
$783K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 67.86% |
$242K - $275K
|
39K
$650K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 10.02% |
$192K - $218K
|
137K
$2.29M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
10.3KNew |
$158K - $180K
|
10.3K
$171K
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.2KNew |
$157K - $179K
|
10.2K
$171K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.57K+ 36.04% |
$85.4K - $97.4K
|
21K
$351K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
580+ 8.38% |
$8.89K - $10.1K
|
7.5K
$125K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32+ 0.22% |
$491 - $559
|
14.4K
$240K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27+ 8.36% |
$414 - $472
|
350
$5.83K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25+ 0.2% |
$383 - $437
|
12.3K
$205K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.1% |
$184 - $210
|
11.5K
$192K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.07% |
$123 - $140
|
11.7K
$195K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.15% |
$92 - $105
|
4K
$66.7K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 1.23% |
$30.7 - $34.9
|
164
$2.73K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
48.1K+ 47.63% |
$700K - $747K
|
149K
$2.48M
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
17.8K+ 22.96% |
$259K - $277K
|
95.3K
$1.59M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8KNew |
$216K - $231K
|
14.8K
$247K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$14.6K - $15.5K
|
1K
$16.7K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7KNew |
$215K - $228K
|
14.7K
$246K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.88KNew |
$41.9K - $44.4K
|
2.88K
$47.9K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.41KNew |
$35.1K - $37.2K
|
2.41K
$40.1K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
538+ 1793.33% |
$7.84K - $8.32K
|
568
$9.47K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
281New |
$4.1K - $4.34K
|
281
$4.68K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
22.7KNew |
$287K - $334K
|
22.7K
$378K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.53KNew |
$44.6K - $51.9K
|
3.53K
$58.8K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17KNew |
$14.9K - $17.3K
|
1.17K
$19.6K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$6.72K - $7.28K
|
500
$8.34K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
198New |
$2.69K - $2.98K
|
198
$3.3K
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
81+ 0.64% |
$1.1K - $1.22K
|
12.8K
$214K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.7KNew |
$37.5K - $48.7K
|
2.7K
$45K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
140New |
$1.95K - $2.52K
|
140
$2.33K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.8KNew |
$220K - $243K
|
14.8K
$247K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
200New |
$2.97K - $3.28K
|
200
$3.33K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
208KNew |
$3.62M - $4.21M
|
208K
$3.47M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.15KNew |
$37.4K - $43.5K
|
2.15K
$35.9K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.9KNew |
$658K - $776K
|
33.9K
$566K
|
|
Q3 2021 | |||||||
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$23.5K - $24.4K
|
1K
$16.7K
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12+ 1.5% |
$128 - $288
|
812
$13.5K
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
445+ 890.0% |
$7.28K - $8.34K
|
495
$8.25K
|
|
Q2 2018 | |||||||
Jul 27, 2018
Q2 2018
|
Whittier Trust CO
|
BUY
|
- |
3KNew |
$57.4K - $59K
|
3K
$50K
|