Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free FLC Stock Alerts

Flaherty & Crumrine Total Return Fund (FLC) Institutional Ownership

Flaherty & Crumrine Total Return Fund logo
$16.82 +0.14 (+0.84%)
Closing price 03:59 PM Eastern
Extended Trading
$16.82 0.00 (0.00%)
As of 04:10 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$13.14M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.87M
Get FLC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Flaherty & Crumrine Total Return Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FLC Institutional Buying and Selling by Quarter

Flaherty & Crumrine Total Return Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Hennion & Walsh Asset Management Inc.241,468$4.08M0.1%+21.2%0.000%
7/1/2026 Noble Wealth Management PBC225,747$3.82M1.7%+3.8%0.000%
5/19/2026Bank of America Corp DE274,408$4.56M0.0%-1.8%0.000%
5/13/2026Cetera Investment Advisers28,839$479K0.0%+45.5%0.000%
5/6/2026Ceera Investments LLC33,670$559K0.2%-5.3%0.000%
2/25/2026Sit Investment Associates Inc.1,039,130$18.19M0.4%+6.9%0.000%
2/19/2026Invesco Ltd.126,171$2.21M0.0%-13.9%0.000%
2/19/2026 Smith Asset Management Co. LLC127,651$2.23M1.8%-2.3%0.000%
2/17/2026Guggenheim Capital LLC71,714$1.26M0.0%+71.6%0.000%
2/17/2026AQR Arbitrage LLC30,394$532K0.0%-42.2%0.000%
2/17/2026Cetera Investment Advisers19,825$347K0.0%+29.0%0.000%
2/17/2026 Kovack Advisors Inc.12,946$227K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.19,320$338K0.0%+7.0%0.000%
2/13/2026Wells Fargo & Company MN22,518$394K0.0%+9.6%0.000%
2/12/2026Advisors Asset Management Inc.238,459$4.17M0.1%+0.8%0.000%
2/12/2026Sit Investment Associates Inc.1,039,130$18.19M0.4%+6.9%0.000%
2/12/2026 Kovack Advisors Inc.12,946$226K0.0%N/A0.000%
2/11/2026Strategic Advocates LLC27,526$481K0.1%-13.6%0.000%
2/11/2026LPL Financial LLC145,027$2.54M0.0%+11.9%0.000%
2/11/2026Fiera Capital Corp70,401$1.23M0.0%+114.4%0.000%
2/11/2026 Closed End Fund Advisors Inc.45,067$789K0.5%N/A0.000%
2/9/2026Ceera Investments LLC35,570$622K0.2%+19.6%0.000%
2/6/2026Global Retirement Partners LLC3,261$57K0.0%N/A0.000%
2/6/2026HighTower Advisors LLC12,265$215K0.0%-36.0%0.000%
1/21/2026 Sowell Financial Services LLC207,717$3.64M0.1%-0.9%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.158,784$2.78M0.1%+57.0%0.000%
1/5/2026 Noble Wealth Management PBC210,704$3.69M1.9%-0.9%0.000%
11/26/2025Strategic Advocates LLC31,865$568K0.1%-41.7%0.000%
11/17/2025Bank of America Corp DE274,361$4.89M0.0%-1.5%0.000%
11/14/2025AQR Arbitrage LLC52,568$937K0.0%-30.6%0.000%
11/13/2025Pathstone Holdings LLC119,566$2.13M0.0%+8.2%0.000%
11/13/2025Seven Mile Advisory12,915$230K0.0%N/A0.000%
11/7/2025Fiera Capital Corp32,843$585K0.0%N/A0.000%
11/7/2025PNC Financial Services Group Inc.5,300$94K0.0%-50.0%0.000%
11/6/2025 Wedbush Securities Inc.15,050$268K0.0%+50.5%0.000%
11/6/2025Advisors Asset Management Inc.236,457$4.21M0.1%+29.0%0.000%
11/5/2025Ceera Investments LLC29,730$530K0.2%+28.3%0.000%
11/5/2025Envestnet Asset Management Inc.19,675$351K0.0%-17.1%0.000%
11/3/2025 Smith Asset Management Co. LLC130,618$2.33M1.9%-1.7%0.000%
10/23/2025Capital Investment Advisors LLC10,170$181K0.0%N/A0.000%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
10/22/2025 Hennion & Walsh Asset Management Inc.101,158$1.80M0.1%+30.7%0.000%
10/17/2025 Sowell Financial Services LLC209,609$3.74M0.1%+0.6%0.000%
9/4/2025Osaic Holdings Inc.17,196$292K0.0%+3.8%0.000%
8/15/2025Bank of America Corp DE278,475$4.73M0.0%-7.4%0.000%
8/15/2025AQR Arbitrage LLC75,697$1.29M0.0%-12.8%0.000%
8/14/2025Raymond James Financial Inc.17,729$301K0.0%-8.2%0.000%
8/13/2025Baird Financial Group Inc.41,340$703K0.0%+105.6%0.000%
8/13/2025Invesco Ltd.145,617$2.48M0.0%+2.4%0.000%
8/12/2025Advisors Asset Management Inc.183,370$3.12M0.1%+81.4%0.000%
8/8/2025Cetera Investment Advisers11,701$199K0.0%N/A0.000%
8/8/2025PNC Financial Services Group Inc.10,600$180K0.0%N/A0.000%
8/5/2025Ceera Investments LLC23,170$394K0.1%N/A0.000%
8/4/2025 Kovack Advisors Inc.21,183$360K0.0%N/A0.000%
8/4/2025Wolverine Asset Management LLC4,193$71K0.0%+185.4%0.000%
8/1/2025Envestnet Asset Management Inc.23,728$403K0.0%+5.1%0.000%
7/11/2025 Mallini Complete Financial Planning LLC18,073$307K0.3%+5.2%0.000%
7/8/2025Strategic Advocates LLC54,688$930K0.3%+9.9%0.000%
5/19/2025Smith Asset Management Co. LLC139,384$2.34M2.2%N/A0.000%
5/16/2025AQR Arbitrage LLC86,843$1.46M0.0%-15.8%0.000%
5/16/2025Advisors Asset Management Inc.101,093$1.70M0.0%N/A0.000%
5/15/2025Royal Bank of Canada13,193$221K0.0%-14.8%0.000%
5/15/2025Baird Financial Group Inc.20,108$337K0.0%N/A0.000%
5/13/2025Kovitz Investment Group Partners LLC51,732$868K0.0%-2.3%0.000%
5/13/2025Sit Investment Associates Inc.536,508$9.00M0.2%-4.1%0.000%
5/13/2025HighTower Advisors LLC16,817$282K0.0%-13.4%0.000%
5/12/2025Invesco Ltd.142,231$2.39M0.0%-1.1%0.000%
5/12/2025Wolverine Asset Management LLC1,469$25K0.0%N/A0.000%
5/9/2025Pathway Financial Advisers LLC16,954$284K0.1%-22.8%0.000%
5/8/2025Strategic Advocates LLC49,778$835K0.3%N/A0.000%
4/29/2025Envestnet Asset Management Inc.22,586$379K0.0%N/A0.000%
4/24/2025Mallini Complete Financial Planning LLC17,185$288K0.3%-4.9%0.000%
4/24/2025Matisse Capital76,304$1.28M0.7%-19.9%0.000%
4/15/2025Noble Wealth Management PBC161,245$2.71M1.8%+9.1%0.000%
4/10/2025Hennion & 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%
2/7/2025Sowell Financial Services LLC208,369$3.48M0.2%+5.9%0.000%
2/6/2025Raymond James Financial Inc.19,937$333K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC147,767$2.47M1.7%N/A0.000%
1/29/2025MeadowBrook Investment Advisors LLC2,720$45K0.0%+67.9%0.000%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
1/28/2025Seamount Financial Group Inc.20,790$347K0.2%-8.3%0.000%
1/15/2025Hennion & 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%
10/30/2024Catalina 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%
10/4/2024MRA Advisory Group10,234$177K0.1%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.10,636$165K0.0%+11.5%0.000%


FLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 institutional investors and hedge funds held shares of Flaherty & Crumrine Total Return Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($18.19M), Bank of America Corp DE ($4.56M), Advisors Asset Management Inc. ($4.17M), Hennion & Walsh Asset Management Inc. ($4.08M), Noble Wealth Management PBC ($3.82M), Sowell Financial Services LLC ($3.64M), and LPL Financial LLC ($2.54M).Learn more on Flaherty & Crumrine Total Return Fund's institutional investors.

Of the 35 institutional investors that purchased Flaherty & Crumrine Total Return Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($443.11K), Advisors Asset Management Inc. ($238.46K), Noble Wealth Management PBC ($169.50K), Hennion & Walsh Asset Management Inc. ($157.17K), Smith Asset Management Co. LLC ($139.38K), Independent Advisor Alliance ($83.20K), and Fiera Capital Corp ($70.40K).

Institutional investors have bought a total of 754,919 shares in the last 24 months. This purchase volume represents approximately $13.14M in transactions.

Of the 12 institutional investors that sold Flaherty & Crumrine Total Return Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AQR Arbitrage LLC ($56.45K), Bank of America Corp DE ($31.34K), Strategic Advocates LLC ($27.16K), Invesco Ltd. ($20.43K), HighTower Advisors LLC ($6.89K), PNC Financial Services Group Inc. ($5.30K), and Smith Asset Management Co. LLC ($5.17K).

Institutional investors have sold a total of 164,041 shares in the last 24 months. This volume of shares sold represents approximately $2.87M in transactions.


Related Companies

This page (NYSE:FLC) was last updated on 8/3/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Once you turn 73, the IRS requires you to take distributions from your IRA, 401(k), and other retirement accou...
SmartAsset | Sponsoredtc pixel