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 2.46 Million shares, which have been reported (via 13F filing form) to have a value of $41.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,193
shares
|
$221,510
0.0% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
12,560
shares
|
$210,882
0.02% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
12,272
shares
|
$206,046
0.0% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,500
shares
|
$193,085
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
10,391
shares
|
$174,464
0.09% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,339
shares
|
$173,591
0.0% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
10,000
shares
|
$167,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,809
shares
|
$131,113
0.0% of portfolio
|
Q1 2025
Reduced 67.98%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,415
shares
|
$57,337
0.0% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
2,720
shares
|
$45,668
0.04% of portfolio
|
Q4 2024
Added 67.9%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
1,469
shares
|
$24,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
1,015
shares
|
$17,041
0.0% of portfolio
|
Q1 2025
Reduced 24.42%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
1,000
shares
|
$16,790
0.01% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,000
shares
|
$16,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
800
shares
|
$13,432
0.0% of portfolio
|
Q1 2020
Added 1.5%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
766
shares
|
$12,861
0.0% of portfolio
|
Q1 2025
Added 51.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
700
shares
|
$11,753
0.0% of portfolio
|
Q3 2024
Reduced 93.42%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$8,395
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
495
shares
|
$8,311
0.01% of portfolio
|
Q4 2018
Added 890.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
426
shares
|
$7,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
170
shares
|
$2,854
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
140
shares
|
$2,350
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
128
shares
|
$2,149
0.0% of portfolio
|
Q1 2025
Reduced 56.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|