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Flaherty & Crumrine Total Return Fund (FLC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Total Return Fund (NYSE:FLC)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$5.12M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$628.66K
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FLC Institutional Buying and Selling by Quarter

Flaherty & Crumrine Total Return Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Matisse Capital77,505$1.20M0.6%+87.7%0.000%
2/12/2024Relative Value Partners Group LLC60,839$885K0.1%N/A0.000%
2/8/2024Matisse Capital41,286$601K0.3%N/A0.000%
2/6/2024MeadowBrook Investment Advisors LLC2,140$31K0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC93,269$1.36M0.0%-1.4%0.000%
1/29/2024Koshinski Asset Management Inc.25,120$365K0.1%+100.0%0.000%
1/24/2024Sowell Financial Services LLC199,078$2.90M0.2%-5.7%0.000%
11/14/2023AQR Arbitrage LLC68,465$937K0.0%+364.3%0.000%
11/14/2023Saba Capital Management L.P.44,933$615K0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC94,613$1.30M0.0%+211.1%0.000%
11/8/2023HighTower Advisors LLC24,313$319K0.0%+63.7%0.000%
10/16/2023 Capital Investment Advisors LLC11,835$162K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC30,417$437K0.0%+39.1%0.000%
7/31/2023LPL Financial LLC116,869$1.68M0.0%+10.9%0.000%
7/28/2023Koshinski Asset Management Inc.12,560$180K0.0%-50.0%0.000%
5/12/2023 Navis Wealth Advisors LLC12,732$187K0.2%-7.8%0.000%
5/10/2023 Cascade Investment Advisors Inc.2,700$40K0.0%N/A0.000%
5/9/2023Wedbush Securities Inc.14,100$207K0.0%-6.0%0.000%
5/8/2023Wolverine Asset Management LLC21,865$321K0.0%-41.2%0.000%
5/1/2023 CWM LLC3,293$48K0.0%+39.1%0.000%
4/28/2023Ameritas Advisory Services LLC6,972$103K0.0%-39.2%0.000%
2/10/2023Ameritas Advisory Services LLC11,474$181K0.0%+6.3%0.000%
2/9/2023Sowell Financial Services LLC216,975$3.43M0.2%-6.7%0.000%
2/9/2023Ceera Investments LLC14,080$222K0.1%-23.5%0.000%
2/7/2023LPL Financial LLC102,182$1.61M0.0%+3.7%0.000%
2/1/2023Wolverine Asset Management LLC37,173$587K0.0%N/A0.000%
2/1/2023 CWM LLC2,368$37K0.0%+105.7%0.000%
1/31/2023Geneos Wealth Management Inc.1,615$26K0.0%-49.4%0.000%
11/15/2022Logan Stone Capital LLC13,744$215K0.1%N/A0.000%
11/2/2022Rockefeller Capital Management L.P.8,507$132K0.0%+87.8%0.000%
10/27/2022 Navis Wealth Advisors LLC13,715$214K0.3%N/A0.000%
8/11/2022Cetera Advisor Networks LLC14,319$257K0.0%-4.1%0.000%
8/4/2022Steward Partners Investment Advisory LLC26,410$474K0.0%-40.9%0.000%
7/29/2022 Walker Asset Management LLC208,288$3.91M0.3%N/A0.000%
7/25/2022 Walker Asset Management LLC208,288$3.91M0.0%N/A0.000%
7/22/2022Geneos Wealth Management Inc.22,262$398K0.0%-3.8%0.000%
7/21/2022Wedbush Securities Inc.15,000$269K0.0%+19.5%0.000%
7/6/2022 Capital Investment Advisors LLC12,920$232K0.0%N/A0.000%
5/9/2022Northwestern Mutual Wealth Management Co.4,450$89K0.0%-45.9%0.000%
5/2/2022Steward Partners Investment Advisory LLC44,700$892K0.0%-37.3%0.000%
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4/19/2022Wedbush Securities Inc.12,550$250K0.0%-21.8%0.000%
2/10/2022Nwam LLC18,240$416K0.0%-21.5%0.000%
2/10/2022HighTower Advisors LLC11,802$268K0.0%-12.9%0.000%
2/9/2022Wolverine Asset Management LLC21,943$500K0.0%+872.7%0.000%
2/9/2022Sowell Financial Services LLC173,915$3.96M0.2%-26.2%0.000%
2/9/2022Geneos Wealth Management Inc.25,899$590K0.0%-11.9%0.000%
2/8/2022Steward Partners Investment Advisory LLC71,275$1.62M0.0%-4.7%0.000%
2/8/2022Bank of America Corp DE458,117$10.44M0.0%+3.0%0.000%
2/7/2022Ameritas Advisory Services LLC10,576$241K0.0%N/A0.000%
2/3/2022Northwestern Mutual Wealth Management Co.8,221$187K0.0%+5,380.7%0.000%
1/10/2022 Capital Investment Advisors LLC10,220$233K0.0%-8.9%0.000%
11/16/2021Cetera Investment Advisers19,868$476K0.0%+98.2%0.000%
11/16/2021LPL Financial LLC90,154$2.16M0.0%+4.4%0.000%
11/15/2021Invesco Ltd.93,211$2.24M0.0%+18.2%0.000%
11/15/2021HighTower Advisors LLC13,548$322K0.0%-5.1%0.000%
11/12/2021Wolverine Asset Management LLC2,256$54K0.0%N/A0.000%
11/12/2021Rockefeller Capital Management L.P.4,531$108K0.0%-71.5%0.000%
11/9/2021Geneos Wealth Management Inc.29,392$703K0.0%-6.8%0.000%
11/4/2021Sowell Financial Services LLC235,543$5.65M0.4%-1.2%0.000%
11/3/2021Nwam LLC23,240$557K0.1%-2.1%0.000%
10/28/2021Morris Retirement Advisors LLC10,428$250K0.2%+23.7%0.000%
10/13/2021FNY Investment Advisers LLC1,300$31K0.0%N/A0.000%
10/12/2021Koshinski Asset Management Inc.25,120$602K0.1%+100.0%0.000%
8/17/2021Invesco Ltd.78,875$1.93M0.0%+8.7%0.000%
8/16/2021Bank of America Corp DE428,227$10.45M0.0%-2.2%0.000%
8/16/2021Royal Bank of Canada27,510$671K0.0%+2.0%0.000%
8/13/2021LPL Financial LLC86,393$2.11M0.0%+3.0%0.000%
8/10/2021Rockefeller Capital Management L.P.15,881$387K0.0%+349.8%0.000%
8/6/2021HighTower Advisors LLC14,278$348K0.0%-6.1%0.000%
8/5/2021Sowell Financial Services LLC238,320$5.82M0.4%+4.3%0.000%
8/4/2021 CX Institutional2,151$53K0.0%N/A0.000%
8/4/2021Nwam LLC23,740$579K0.1%-77.8%0.000%
5/13/2021Sit Investment Associates Inc.12,508$305K0.0%-47.1%0.000%
5/12/2021UBS Group AG33,836$825K0.0%-2.6%0.000%
5/10/2021HighTower Advisors LLC15,213$372K0.0%+9.9%0.000%
5/7/2021 Cambridge Investment Research Advisors Inc.10,397$254K0.0%-20.9%0.000%
5/7/2021Sowell Financial Services LLC228,420$5.60M0.2%N/A0.000%
5/6/2021Ceera Investments LLC18,765$458K0.4%N/A0.000%
4/23/2021Nwam LLC106,957$2.61M0.3%-62.5%0.000%
4/22/2021Private Advisor Group LLC27,300$666K0.0%-16.3%0.000%
4/14/2021 AdvisorNet Financial Inc9,130$223K0.0%+70.2%0.000%
3/4/2021 Navis Wealth Advisors LLC5,098$121K0.1%N/A0.000%
2/16/2021Ameritas Investment Company LLC10,525$249K0.0%N/A0.000%
2/11/2021Citigroup Inc.2,155$51K0.0%+159.6%0.000%
2/11/2021Steward Partners Investment Advisory LLC46,925$1.11M0.0%+107.6%0.000%
2/10/2021HighTower Advisors LLC13,840$323K0.0%-6.3%0.000%
2/9/2021Wells Fargo & Company MN23,233$550K0.0%+2.4%0.000%
2/5/2021Koshinski Asset Management Inc.12,560$595K0.1%-50.0%0.000%
2/5/2021Claraphi Advisory Network LLC11,847$280K0.1%+5.6%0.000%
2/4/2021 AdvisorNet Financial Inc5,365$127K0.0%+57.8%0.000%
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2/1/2021Morris Retirement Advisors LLC8,762$207K0.2%N/A0.000%
1/27/2021 CWM LLC1,500$36K0.0%N/A0.000%
1/22/2021Nwam LLC284,895$6.74M0.8%-0.7%0.000%
1/20/2021Kestra Advisory Services LLC10,589$250K0.0%N/A0.000%
11/13/2020Morgan Stanley9,262$198K0.0%+38.3%0.000%
11/5/2020Wells Fargo & Company MN22,689$486K0.0%+4.6%0.000%
11/2/2020Private Advisor Group LLC34,550$739K0.0%+40.2%0.000%
10/30/2020Steward Partners Investment Advisory LLC22,600$484K0.0%N/A0.000%
10/20/2020Wedbush Securities Inc.16,400$351K0.0%-13.5%0.000%
10/16/2020Nwam LLC286,845$6.14M1.0%-0.8%0.000%
(Data available from 1/1/2016 forward)

FLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLC shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Flaherty & Crumrine Total Return Fund. The most heavily invested institutionals were Walker Asset Management LLC ($3.91M), Sowell Financial Services LLC ($2.90M), LPL Financial LLC ($1.68M), Wolverine Asset Management LLC ($1.36M), Matisse Capital ($1.20M), AQR Arbitrage LLC ($937K), and Relative Value Partners Group LLC ($885K).Learn more on FLC's institutional investors.

Which institutional investors have been buying Flaherty & Crumrine Total Return Fund stock?

Of the 18 institutional investors that purchased Flaherty & Crumrine Total Return Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Walker Asset Management LLC ($416.58K), Wolverine Asset Management LLC ($109.92K), Matisse Capital ($77.51K), Relative Value Partners Group LLC ($60.84K), AQR Arbitrage LLC ($53.72K), Saba Capital Management L.P. ($44.93K), and Capital Investment Advisors LLC ($24.76K).

How much institutional buying is happening at Flaherty & Crumrine Total Return Fund?

Institutional investors have bought a total of 866,977 shares in the last 24 months. This purchase volume represents approximately $14.03M in transactions.

Which Flaherty & Crumrine Total Return Fund major shareholders have been selling company stock?

Of the 11 institutional investors that sold Flaherty & Crumrine Total Return Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Steward Partners Investment Advisory LLC ($44.87K), Sowell Financial Services LLC ($27.50K), Wolverine Asset Management LLC ($16.65K), Koshinski Asset Management Inc. ($12.56K), Ameritas Advisory Services LLC ($4.50K), Ceera Investments LLC ($4.33K), and Northwestern Mutual Wealth Management Co. ($3.77K).

How much institutional selling is happening at Flaherty & Crumrine Total Return Fund?

Institutional investors have sold a total of 119,213 shares in the last 24 months. This volume of shares sold represents approximately $1.99M in transactions.


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This page (NYSE:FLC) was last updated on 5/1/2024 by MarketBeat.com Staff

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