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 | 02/12/2026 | 1.04 M | $18.19 M | 6.87% | 9.94% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 279.42 K | $4.89 M | 1.84% | 2.67% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 238.46 K | $4.17 M | 0.85% | 2.28% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 210.70 K | $3.69 M | -0.88% | 2.02% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 207.72 K | $3.64 M | -0.90% | 1.99% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 158.78 K | $2.78 M | 56.97% | 1.52% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 145.07 K | $2.54 M | 21.33% | 1.39% |
| LPL FINANCIAL LLC | 02/11/2026 | 145.03 K | $2.54 M | 11.86% | 1.39% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 127.65 K | $2.23 M | -2.27% | 1.22% |
| INVESCO LTD. | 02/19/2026 | 126.17 K | $2.21 M | -13.93% | 1.21% |
| MORGAN STANLEY | 02/13/2026 | 95.55 K | $1.67 M | 6.80% | 0.91% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 71.71 K | $1.25 M | 71.62% | 0.69% |
| FIERA CAPITAL CORP | 02/11/2026 | 70.40 K | $1.23 M | 114.36% | 0.67% |
| 02/11/2026 | 45.07 K | $788.67 M | 100.00% | 0.43% | |
| COLONY GROUP, LLC | 02/13/2026 | 43.54 K | $762.04 K | 100.00% | 0.42% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 41.31 K | $722.91 K | -0.75% | 0.40% |
| CEERA INVESTMENTS, LLC | 02/09/2026 | 35.57 K | $622.48 K | 19.64% | 0.34% |
| AQR ARBITRAGE LLC | 02/17/2026 | 30.39 K | $531.90 K | -42.18% | 0.29% |
| STRATEGIC ADVOCATES LLC | 02/11/2026 | 27.53 K | $480.60 K | -13.62% | 0.26% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 22.52 K | $394.06 K | 9.57% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 22.51 K | $393.96 K | 14.42% | 0.22% |
| SEAMOUNT FINANCIAL GROUP INC | 01/26/2026 | 20.79 K | $363.83 K | 0.00% | 0.20% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 19.83 K | $346.94 K | 28.95% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 19.32 K | $338.13 K | 6.96% | 0.18% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 01/06/2026 | 18.39 K | $321.85 K | 0.86% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 16.75 K | $293.05 K | -5.61% | 0.16% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 14.95 K | $262.00 K | -0.66% | 0.14% |
| SEVEN MILE ADVISORY | 02/13/2026 | 13.16 K | $230.36 K | 1.92% | 0.13% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 12.95 K | $226.56 K | 100.00% | 0.12% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 12.56 K | $219.80 K | 0.00% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 12.27 K | $214.64 K | -35.98% | 0.12% |
| UBS GROUP AG | 01/29/2026 | 8.83 K | $154.56 K | 23.70% | 0.08% |
| ROYAL BANK OF CANADA | 02/17/2026 | 7.69 K | $134.00 K | 1.76% | 0.07% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 3.26 K | $57.07 K | 100.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 2.87 K | $50.19 K | -10.79% | 0.03% |
| CWM, LLC | 01/26/2026 | 2.79 K | $49.00 K | -3.99% | 0.03% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 1.02 K | $17.76 K | 0.00% | 0.01% |
| ROCKY MOUNTAIN ADVISERS, LLC | 01/21/2026 | 1.00 K | $17.50 K | 0.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 932 | $16.31 K | 0.00% | 0.01% |
| LUMINIST CAPITAL LLC | 02/13/2026 | 414 | $7.25 K | 0.00% | 0.00% |
| CHUNG WU INVESTMENT GROUP, LLC | 02/02/2026 | 400 | $7.00 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 309 | $5.41 K | 100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 140 | $2.45 K | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 0 | $0 | -100.00% | 0.00% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/20/2026 | 0 | $0 | -100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 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, 68 institutional investors and hedge funds held shares of Flaherty & Crumrine Total Return Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.04 M
BANK OF AMERICA CORP /DE/: 279,419
Advisors Asset Management, Inc.: 238,459
Noble Wealth Management PBC: 210,704
Sowell Financial Services LLC: 207,717
Hennion & Walsh Asset Management, Inc.: 158,784
32.27% of Flaherty & Crumrine Total Return Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.33 M shares in the last 24 months. This purchase volume represents approximately $77.04 M in transactions.