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Flaherty & Crumrine Total Return Fund (FLC) Institutional Ownership

Flaherty & Crumrine Total Return Fund logo
$16.51 +0.18 (+1.13%)
Closing price 05/2/2025 03:56 PM Eastern
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$16.75 +0.24 (+1.43%)
As of 05/2/2025 04:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Total Return Fund (NYSE:FLC)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$14.65M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.92M
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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
4/29/2025 Envestnet Asset Management Inc.22,586$379K0.0%N/A0.000%
4/24/2025 Mallini Complete Financial Planning LLC17,185$288K0.3%-4.9%0.000%
4/24/2025 Matisse Capital76,304$1.28M0.7%-19.9%0.000%
4/15/2025 Noble Wealth Management PBC161,245$2.71M1.8%+9.1%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.33,500$562K0.0%+101.4%0.000%
2/17/2025Bank of America Corp DE311,606$5.20M0.0%-2.2%0.000%
2/14/2025AQR Arbitrage LLC103,093$1.72M0.0%-21.1%0.000%
2/14/2025Kovitz Investment Group Partners LLC52,968$885K0.0%-6.5%0.000%
2/13/2025NewEdge Advisors LLC10,830$181K0.0%-7.6%0.000%
2/13/2025Guggenheim Capital LLC32,625$545K0.0%+67.9%0.000%
2/13/2025Raymond James Financial Inc.19,937$333K0.0%N/A0.000%
2/13/2025Invesco Ltd.143,839$2.40M0.0%+4.0%0.000%
2/13/2025Wedbush Securities Inc.10,000$167K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.559,576$9.35M0.2%+123.8%0.000%
2/11/2025LPL Financial LLC131,427$2.20M0.0%-4.3%0.000%
2/7/2025HighTower Advisors LLC19,424$324K0.0%-7.7%0.000%
2/7/2025Independent Advisor Alliance83,202$1.39M0.0%N/A0.000%
2/7/2025 Sowell Financial Services LLC208,369$3.48M0.2%+5.9%0.000%
2/6/2025Raymond James Financial Inc.19,937$333K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC147,767$2.47M1.7%N/A0.000%
1/29/2025 MeadowBrook Investment Advisors LLC2,720$45K0.0%+67.9%0.000%
1/28/2025 Seamount Financial Group Inc.20,790$347K0.2%-8.3%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.16,634$278K0.0%N/A0.000%
11/15/2024Kovitz Investment Group Partners LLC56,655$980K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC21,042$363K0.0%+36.0%0.000%
11/7/2024Pathstone Holdings LLC88,513$1.53M0.0%+153.9%0.000%
10/30/2024 Catalina Capital Group LLC10,277$178K0.1%N/A0.000%
10/25/2024Pathway Financial Advisers LLC22,447$388K0.0%-16.1%0.000%
10/24/2024Pathway Financial Advisers LLC22,447$388K0.0%-16.1%0.000%
10/4/2024 MRA Advisory Group10,234$177K0.1%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.10,636$165K0.0%+11.5%0.000%
8/2/2024Wolverine Asset Management LLC76,929$1.20M0.0%-26.8%0.000%
7/30/2024 Matisse Capital95,300$1.48M0.7%+23.0%0.000%
5/29/2024Pathway Financial Advisers LLC26,815$415K0.1%N/A0.000%
5/9/2024 Koshinski Asset Management Inc.12,560$194K0.0%-50.0%0.000%
5/6/2024 ORG Partners LLC2,405$37K0.1%N/A0.000%
5/1/2024 Matisse Capital77,505$1.20M0.6%+87.7%0.000%
2/12/2024Relative Value Partners Group LLC60,839$885K0.1%N/A0.000%
2/8/2024 Matisse Capital41,286$601K0.3%N/A0.000%
2/6/2024 MeadowBrook Investment Advisors LLC2,140$31K0.0%N/A0.000%
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2/1/2024Wolverine Asset Management LLC93,269$1.36M0.0%-1.4%0.000%
1/29/2024 Koshinski Asset Management Inc.25,120$365K0.1%+100.0%0.000%
1/24/2024 Sowell 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%
7/28/2023 Koshinski 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%
4/28/2023 Ameritas Advisory Services LLC6,972$103K0.0%-39.2%0.000%
2/10/2023 Ameritas Advisory Services LLC11,474$181K0.0%+6.3%0.000%
2/9/2023 Sowell Financial Services LLC216,975$3.43M0.2%-6.7%0.000%
2/9/2023 Ceera 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%
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%
2/9/2022 Sowell 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%
2/7/2022 Ameritas 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%
Virtually Limitless Energy? (Ad)

A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discovered a new form of power—what some are calling “Helios” technology. It’s not solar, wind, or even nuclear fission. In fact, it could yield more energy than oil, gas, and coal combined—without harmful byproducts. This obscure company could be at the center of the next trillion-dollar energy revolution.

One company’s discovery could change power forever
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%
11/4/2021 Sowell Financial Services LLC235,543$5.65M0.4%-1.2%0.000%
11/3/2021Nwam LLC23,240$557K0.1%-2.1%0.000%
10/28/2021 Morris Retirement Advisors LLC10,428$250K0.2%+23.7%0.000%
10/13/2021 FNY Investment Advisers LLC1,300$31K0.0%N/A0.000%
10/12/2021 Koshinski Asset Management Inc.25,120$602K0.1%+100.0%0.000%
8/17/2021Invesco Ltd.78,875$1.93M0.0%+8.7%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, 33 institutional investors and hedge funds held shares of Flaherty & Crumrine Total Return Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($9.35M), Bank of America Corp DE ($5.20M), Sowell Financial Services LLC ($3.48M), Noble Wealth Management PBC ($2.71M), Invesco Ltd. ($2.40M), LPL Financial LLC ($2.20M), and AQR Arbitrage LLC ($1.72M).Learn more on FLC's institutional investors.

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

Of the 28 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: Sit Investment Associates Inc. ($309.59K), Noble Wealth Management PBC ($161.25K), Matisse Capital ($95.30K), Independent Advisor Alliance ($83.20K), Wolverine Asset Management LLC ($72.75K), Relative Value Partners Group LLC ($60.84K), and Kovitz Investment Group Partners LLC ($56.66K).

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

Institutional investors have bought a total of 1,235,840 shares in the last 24 months. This purchase volume represents approximately $19.76M in transactions.

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

Of the 15 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: Wolverine Asset Management LLC ($44.79K), AQR Arbitrage LLC ($27.62K), Koshinski Asset Management Inc. ($25.12K), Matisse Capital ($19.00K), Sowell Financial Services LLC ($12.00K), Pathway Financial Advisers LLC ($8.63K), and Bank of America Corp DE ($6.88K).

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

Institutional investors have sold a total of 160,899 shares in the last 24 months. This volume of shares sold represents approximately $2.55M in transactions.


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This page (NYSE:FLC) was last updated on 5/3/2025 by MarketBeat.com Staff
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