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 49 institutions that hold shares in the stock, with a total of 3.14 Million shares, which have been reported (via 13F filing form) to have a value of $55.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
15,374
shares
|
$269,813
0.0% of portfolio
|
Q3 2025
Added 31.39%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
15,050
shares
|
$264,127
0.01% of portfolio
|
Q3 2025
Added 50.5%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
12,915
shares
|
$226,658
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
12,560
shares
|
$220,428
0.02% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,500
shares
|
$201,825
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,170
shares
|
$178,483
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,552
shares
|
$132,537
0.0% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
7,140
shares
|
$125,307
0.0% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,300
shares
|
$93,015
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,215
shares
|
$56,423
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,907
shares
|
$51,017
0.0% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,015
shares
|
$17,813
0.0% of portfolio
|
Q1 2025
Reduced 24.42%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
1,000
shares
|
$17,550
0.01% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
932
shares
|
$16,356
0.0% of portfolio
|
Q2 2025
Added 628.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
800
shares
|
$14,040
0.0% of portfolio
|
Q1 2020
Added 1.5%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
766
shares
|
$13,443
0.0% of portfolio
|
Q1 2025
Added 51.98%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$8,775
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
495
shares
|
$8,687
0.01% of portfolio
|
Q4 2018
Added 890.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
486
shares
|
$8,529
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
414
shares
|
$7,265
0.01% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
400
shares
|
$7,020
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
176
shares
|
$3,088
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
140
shares
|
$2,457
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|