Flaherty & Crumrine Total Return Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 972.37 K | $17.33 M | 45.33% | 9.30% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 274.36 K | $4.89 M | -1.48% | 2.62% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 236.46 K | $4.21 M | 28.95% | 2.26% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 212.58 K | $3.79 M | 100.00% | 2.03% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 209.61 K | $3.74 M | 0.59% | 2.00% |
| INVESCO LTD. | 11/13/2025 | 146.60 K | $2.61 M | 0.67% | 1.40% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 130.62 K | $2.33 M | -1.66% | 1.25% |
| LPL FINANCIAL LLC | 11/12/2025 | 129.65 K | $2.31 M | 4.87% | 1.24% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 119.57 K | $2.13 M | 8.24% | 1.14% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 101.16 K | $1.80 M | 30.73% | 0.97% |
| MORGAN STANLEY | 11/14/2025 | 89.47 K | $1.59 M | 0.27% | 0.86% |
| AQR ARBITRAGE LLC | 11/14/2025 | 52.57 K | $936.76 K | -30.55% | 0.50% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 45.23 K | $805.96 K | -7.59% | 0.43% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 41.79 K | $744.65 K | -2.46% | 0.40% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 41.62 K | $741.72 K | 0.68% | 0.40% |
| FIERA CAPITAL CORP | 11/07/2025 | 32.84 K | $585.26 K | 100.00% | 0.31% |
| STRATEGIC ADVOCATES LLC | 11/26/2025 | 31.87 K | $567.83 K | -41.73% | 0.30% |
| CEERA INVESTMENTS, LLC | 11/05/2025 | 29.73 K | $529.79 K | 28.31% | 0.28% |
| SEAMOUNT FINANCIAL GROUP INC | 10/24/2025 | 20.79 K | $370.48 K | 0.00% | 0.20% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 20.55 K | $366.23 K | 9.22% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 19.68 K | $350.60 K | -17.08% | 0.19% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 19.16 K | $341.38 K | -2.93% | 0.18% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 10/20/2025 | 18.24 K | $324.94 K | 0.90% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 18.06 K | $318.22 K | 5.04% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 17.74 K | $316.16 K | 0.07% | 0.17% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 15.37 K | $273.97 K | 31.39% | 0.15% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 15.05 K | $268.00 K | 50.50% | 0.14% |
| SEVEN MILE ADVISORY | 11/13/2025 | 12.92 K | $230.14 K | 100.00% | 0.12% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 11/10/2025 | 12.56 K | $223.82 K | 0.00% | 0.12% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 10.17 K | $181.23 K | 100.00% | 0.10% |
| ROYAL BANK OF CANADA | 11/14/2025 | 7.55 K | $135.00 K | -34.72% | 0.07% |
| UBS GROUP AG | 11/13/2025 | 7.14 K | $127.24 K | -16.31% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 5.30 K | $94.45 K | -50.00% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 3.22 K | $57.29 K | 100.00% | 0.03% |
| CWM, LLC | 10/15/2025 | 2.91 K | $52.00 K | -15.02% | 0.03% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 1.02 K | $18.09 K | 0.00% | 0.01% |
| ROCKY MOUNTAIN ADVISERS, LLC | 10/17/2025 | 1.00 K | $17.82 K | 0.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 932 | $16.61 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 766 | $13.69 K | 0.00% | 0.01% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 486 | $8.67 K | 0.83% | 0.00% |
| LUMINIST CAPITAL LLC | 11/14/2025 | 414 | $7.38 K | 0.00% | 0.00% |
| CHUNG WU INVESTMENT GROUP, LLC | 11/04/2025 | 400 | $7.13 K | 0.00% | 0.00% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 176 | $3.14 K | 1.73% | 0.00% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 140 | $2.50 K | 0.00% | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 0 | $0 | -100.00% | 0.00% |
| MATISSE CAPITAL | 10/29/2025 | 0 | $0 | -100.00% | 0.00% |
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Flaherty & Crumrine Total Return Fund Inc institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of Flaherty & Crumrine Total Return Fund Inc. The most heavily invested institutionals were:
Noble Wealth Management PBC: 210,704
Hennion & Walsh Asset Management, Inc.: 158,784
Koshinski Asset Management, Inc.: 12,560
ROCKY MOUNTAIN ADVISERS, LLC: 1,000
Chung Wu Investment Group, LLC: 400
Ameritas Advisory Services, LLC: 0
29.93% of Flaherty & Crumrine Total Return Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.89 M shares in the last 24 months. This purchase volume represents approximately $69.44 M in transactions.