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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
133K+ 24.71% |
$2.04M - $2.25M
|
669K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
82.3K+ 81.39% |
$1.26M - $1.4M
|
183K
$3.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
43.9K+ 130.98% |
$674K - $746K
|
77.4K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
23.2KNew |
$356K - $394K
|
23.2K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.2K+ 105.59% |
$326K - $361K
|
41.3K
$709K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
21.2KNew |
$325K - $360K
|
21.2K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7KNew |
$180K - $199K
|
11.7K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.5KNew |
$176K - $195K
|
11.5K
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1KNew |
$171K - $189K
|
11.1K
$191K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.6KNew |
$163K - $180K
|
10.6K
$182K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
4.91K+ 9.86% |
$75.4K - $83.5K
|
54.7K
$937K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.15K+ 4.88% |
$63.7K - $70.6K
|
89.2K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.39K+ 2.38% |
$52K - $57.6K
|
146K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.92K+ 17.35% |
$44.8K - $49.6K
|
19.7K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.72K+ 185.43% |
$41.8K - $46.3K
|
4.19K
$71.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.48K+ 15.2% |
$38.1K - $42.2K
|
18.8K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 5.06% |
$17.5K - $19.4K
|
23.7K
$407K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
888+ 5.17% |
$13.6K - $15.1K
|
18.1K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
804+ 628.13% |
$12.3K - $13.7K
|
932
$16K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
722+ 9.25% |
$11.1K - $12.3K
|
8.53K
$146K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
683New |
$10.5K - $11.6K
|
683
$11.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
482New |
$7.4K - $8.19K
|
482
$8.26K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
400New |
$6.14K - $6.8K
|
400
$6.86K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 0.18% |
$92.1 - $102
|
3.42K
$58.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6+ 0.0% |
$92.1 - $102
|
208K
$3.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 1.76% |
$46.1 - $51
|
173
$2.97K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
13.5K+ 9.12% |
$223K - $232K
|
161K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$16.5K - $17.2K
|
1K
$17.1K
|
|
|
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
$178K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
83.2KNew |
$1.37M - $1.45M
|
83.2K
$1.43M
|
|
|
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
$46.6K
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
858+ 0.62% |
$14.2K - $14.9K
|
140K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.29% |
$16.5 - $17.4
|
351
$6.02K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.1% |
$184 - $210
|
11.5K
$197K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
48.1K+ 47.63% |
$700K - $747K
|
149K
$2.56M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7KNew |
$215K - $228K
|
14.7K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.88KNew |
$41.9K - $44.4K
|
2.88K
$49.3K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.41KNew |
$35.1K - $37.2K
|
2.41K
$41.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
538+ 1793.33% |
$7.84K - $8.32K
|
568
$9.74K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
281New |
$4.1K - $4.34K
|
281
$4.82K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.53KNew |
$44.6K - $51.9K
|
3.53K
$60.4K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17KNew |
$14.9K - $17.3K
|
1.17K
$20.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$6.72K - $7.28K
|
500
$8.57K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
198New |
$2.69K - $2.98K
|
198
$3.39K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
81+ 0.64% |
$1.1K - $1.22K
|
12.8K
$220K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.7KNew |
$37.5K - $48.7K
|
2.7K
$46.3K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
140New |
$1.95K - $2.52K
|
140
$2.4K
|
|