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 |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
4.91K+ 9.86% |
$75.4K - $83.5K
|
54.7K
$932K
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
888+ 5.17% |
$13.6K - $15.1K
|
18.1K
$308K
|
|
Q1 2025 | |||||||
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
139KNew |
$2.31M - $2.4M
|
139K
$2.38M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
101KNew |
$1.67M - $1.74M
|
101K
$1.72M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.6KNew |
$374K - $389K
|
22.6K
$385K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.1KNew |
$333K - $346K
|
20.1K
$343K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.9K+ 101.39% |
$279K - $290K
|
33.5K
$571K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
13.5K+ 9.12% |
$223K - $232K
|
161K
$2.75M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.6K+ 32.47% |
$175K - $182K
|
43.2K
$737K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.02K+ 7.52% |
$149K - $155K
|
129K
$2.2M
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
2.41K+ 4.79% |
$39.9K - $41.5K
|
52.7K
$899K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.47KNew |
$24.3K - $25.3K
|
1.47K
$25K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$16.5K - $17.2K
|
1K
$17.1K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
388+ 2.43% |
$6.42K - $6.68K
|
16.3K
$278K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
262+ 51.98% |
$4.33K - $4.51K
|
766
$13.1K
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
35+ 0.34% |
$579 - $603
|
10.4K
$177K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6+ 0.0% |
$99.2 - $103
|
208K
$3.55M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 1.19% |
$33.1 - $34.4
|
170
$2.9K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
83.2KNew |
$1.37M - $1.45M
|
83.2K
$1.42M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10KNew |
$165K - $174K
|
10K
$171K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.1K+ 67.9% |
$18.2K - $19.2K
|
2.72K
$46.4K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
426New |
$7.03K - $7.42K
|
426
$7.26K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.29% |
$16.5 - $17.4
|
351
$5.98K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.1% |
$184 - $210
|
11.5K
$196K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
48.1K+ 47.63% |
$700K - $747K
|
149K
$2.54M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8KNew |
$216K - $231K
|
14.8K
$253K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7KNew |
$215K - $228K
|
14.7K
$251K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.88KNew |
$41.9K - $44.4K
|
2.88K
$49K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.41KNew |
$35.1K - $37.2K
|
2.41K
$41K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
538+ 1793.33% |
$7.84K - $8.32K
|
568
$9.68K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
281New |
$4.1K - $4.34K
|
281
$4.79K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.53KNew |
$44.6K - $51.9K
|
3.53K
$60.1K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17KNew |
$14.9K - $17.3K
|
1.17K
$20K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$6.72K - $7.28K
|
500
$8.53K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
198New |
$2.69K - $2.98K
|
198
$3.38K
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
81+ 0.64% |
$1.1K - $1.22K
|
12.8K
$218K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.7KNew |
$37.5K - $48.7K
|
2.7K
$46K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
140New |
$1.95K - $2.52K
|
140
$2.39K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.8KNew |
$220K - $243K
|
14.8K
$252K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
200New |
$2.97K - $3.28K
|
200
$3.41K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
208KNew |
$3.62M - $4.21M
|
208K
$3.55M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.15KNew |
$37.4K - $43.5K
|
2.15K
$36.7K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.9KNew |
$658K - $776K
|
33.9K
$579K
|
|
Q3 2021 | |||||||
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$23.5K - $24.4K
|
1K
$17.1K
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12+ 1.5% |
$128 - $288
|
812
$13.8K
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
445+ 890.0% |
$7.28K - $8.34K
|
495
$8.44K
|
|
Q2 2018 | |||||||
Jul 27, 2018
Q2 2018
|
Whittier Trust CO
|
BUY
|
- |
3KNew |
$57.4K - $59K
|
3K
$51.2K
|