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 1.7 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 |
Aug 13, 2024 Q2 2024 |
6,922
shares
|
$119,058
0.0% of portfolio
|
Q2 2024
Reduced 64.01%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
3,994
shares
|
$68,696
0.0% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
2,875
shares
|
$49,450
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
2,405
shares
|
$41,366
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jul 23, 2024 Q2 2024 |
2,030
shares
|
$34,916
0.03% of portfolio
|
Q2 2024
Added 25.31%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,015
shares
|
$17,458
0.0% of portfolio
|
Q2 2024
Reduced 10.57%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
1,000
shares
|
$17,200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Aug 06, 2024 Q2 2024 |
1,000
shares
|
$17,200
0.01% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
800
shares
|
$13,760
0.0% of portfolio
|
Q1 2020
Added 1.5%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
568
shares
|
$9,769
0.0% of portfolio
|
Q1 2024
Added 1793.33%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$8,600
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
495
shares
|
$8,514
0.01% of portfolio
|
Q4 2018
Added 890.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
323
shares
|
$5,555
0.0% of portfolio
|
Q2 2024
Added 3.53%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
162
shares
|
$2,786
0.0% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
140
shares
|
$2,408
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|