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Flaherty & Crumrine Total Return Fund (FLC) Institutional Ownership

Flaherty & Crumrine Total Return Fund logo
$16.12 -0.12 (-0.76%)
As of 10:50 AM Eastern
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Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Total Return Fund (NYSE:FLC)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$15.16M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.27M
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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
8/23/2026 Readystate Asset Management LP15,420$261K0.0%N/A0.000%
8/20/2026 Susquehanna International Group LLP17,578$297K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE261,186$4.41M0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC3,382$57K0.0%N/A0.000%
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%
5/19/2026 Bank of America Corp DE274,408$4.56M0.0%-1.8%0.000%
5/13/2026 Cetera Investment Advisers28,839$479K0.0%+45.5%0.000%
5/6/2026 Ceera Investments LLC33,670$559K0.2%-5.3%0.000%
2/25/2026 Sit Investment Associates Inc.1,039,130$18.19M0.4%+6.9%0.000%
2/19/2026 Invesco 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%
2/17/2026 Guggenheim Capital LLC71,714$1.26M0.0%+71.6%0.000%
2/17/2026 AQR Arbitrage LLC30,394$532K0.0%-42.2%0.000%
2/17/2026 Cetera Investment Advisers19,825$347K0.0%+29.0%0.000%
2/17/2026 Kovack Advisors Inc.12,946$227K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.19,320$338K0.0%+7.0%0.000%
2/13/2026 Wells Fargo & Company MN22,518$394K0.0%+9.6%0.000%
2/12/2026 Advisors Asset Management Inc.238,459$4.17M0.1%+0.8%0.000%
2/12/2026 Sit 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%
2/11/2026 Strategic Advocates LLC27,526$481K0.1%-13.6%0.000%
2/11/2026 LPL Financial LLC145,027$2.54M0.0%+11.9%0.000%
2/11/2026 Fiera 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%
2/9/2026 Ceera Investments LLC35,570$622K0.2%+19.6%0.000%
2/6/2026 Global Retirement Partners LLC3,261$57K0.0%N/A0.000%
2/6/2026 HighTower 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%
11/26/2025 Strategic Advocates LLC31,865$568K0.1%-41.7%0.000%
11/17/2025 Bank of America Corp DE274,361$4.89M0.0%-1.5%0.000%
11/14/2025 AQR Arbitrage LLC52,568$937K0.0%-30.6%0.000%
11/13/2025 Pathstone Holdings LLC119,566$2.13M0.0%+8.2%0.000%
11/13/2025 Seven Mile Advisory12,915$230K0.0%N/A0.000%
11/7/2025 Fiera Capital Corp32,843$585K0.0%N/A0.000%
11/7/2025 PNC 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%
11/6/2025 Advisors Asset Management Inc.236,457$4.21M0.1%+29.0%0.000%
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11/5/2025 Ceera Investments LLC29,730$530K0.2%+28.3%0.000%
11/5/2025 Envestnet 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%
10/23/2025 Capital Investment Advisors LLC10,170$181K0.0%N/A0.000%
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%
9/4/2025 Osaic Holdings Inc.17,196$292K0.0%+3.8%0.000%
8/15/2025 Bank of America Corp DE278,475$4.73M0.0%-7.4%0.000%
8/15/2025 AQR Arbitrage LLC75,697$1.29M0.0%-12.8%0.000%
8/14/2025 Raymond James Financial Inc.17,729$301K0.0%-8.2%0.000%
8/13/2025 Baird Financial Group Inc.41,340$703K0.0%+105.6%0.000%
8/13/2025 Invesco Ltd.145,617$2.48M0.0%+2.4%0.000%
8/12/2025 Advisors Asset Management Inc.183,370$3.12M0.1%+81.4%0.000%
8/8/2025 Cetera Investment Advisers11,701$199K0.0%N/A0.000%
8/8/2025 PNC Financial Services Group Inc.10,600$180K0.0%N/A0.000%
8/5/2025 Ceera Investments LLC23,170$394K0.1%N/A0.000%
8/4/2025 Kovack Advisors Inc.21,183$360K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC4,193$71K0.0%+185.4%0.000%
8/1/2025 Envestnet 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%
7/8/2025 Strategic 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%
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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%
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%


FLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 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 ($4.41M), 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 37 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), Bank of America Corp DE ($261.19K), 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), and Independent Advisor Alliance ($83.20K).

Institutional investors have bought a total of 875,583 shares in the last 24 months. This purchase volume represents approximately $15.16M in transactions.

Of the 11 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 ($45.30K), Strategic Advocates LLC ($27.16K), Invesco Ltd. ($20.43K), Bank of America Corp DE ($9.13K), 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 129,098 shares in the last 24 months. This volume of shares sold represents approximately $2.27M in transactions.


Related Companies

Institutional ownership data for NYSE:FLC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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