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 | 05/13/2026 | 1.18 M | $19.58 M | 13.48% | 11.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 274.41 K | $4.56 M | -1.79% | 2.62% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 237.35 K | $3.94 M | -0.47% | 2.27% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 217.49 K | $3.61 M | 3.22% | 2.08% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 207.72 K | $3.45 M | 0.00% | 1.99% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 199.21 K | $3.31 M | 25.46% | 1.91% |
| LPL FINANCIAL LLC | 05/06/2026 | 156.51 K | $2.60 M | 7.92% | 1.50% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 126.13 K | $2.09 M | -1.19% | 1.21% |
| INVESCO LTD. | 05/12/2026 | 124.77 K | $2.07 M | -1.11% | 1.19% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 96.01 K | $1.59 M | 33.87% | 0.92% |
| MORGAN STANLEY | 05/15/2026 | 93.00 K | $1.54 M | -2.66% | 0.89% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 72.10 K | $1.20 M | -50.30% | 0.69% |
| FIERA CAPITAL CORP | 05/12/2026 | 67.89 K | $1.13 M | -3.57% | 0.65% |
| 05/11/2026 | 45.07 K | $748.11 K | 0.00% | 0.43% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 44.25 K | $734.49 K | 96.49% | 0.42% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 44.24 K | $734.42 K | 100.00% | 0.42% |
| COLONY GROUP, LLC | 05/15/2026 | 43.11 K | $715.54 K | -1.01% | 0.41% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 40.98 K | $680.20 K | -0.81% | 0.39% |
| CEERA INVESTMENTS, LLC | 05/06/2026 | 33.67 K | $558.92 K | -5.34% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 30.19 K | $501.19 K | 34.12% | 0.29% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 28.84 K | $478.72 K | 45.47% | 0.28% |
| SEAMOUNT FINANCIAL GROUP INC | 04/24/2026 | 20.79 K | $345.12 K | 0.00% | 0.20% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 04/13/2026 | 18.57 K | $308.29 K | 0.98% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 17.14 K | $284.58 K | -11.27% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 16.77 K | $278.33 K | 0.13% | 0.16% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 14.65 K | $243.19 K | 19.45% | 0.14% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 12.95 K | $217.23 K | 0.00% | 0.12% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 12.56 K | $208.50 K | 0.00% | 0.12% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 12.53 K | $208.00 K | -16.19% | 0.12% |
| ROYAL BANK OF CANADA | 05/15/2026 | 7.52 K | $125.00 K | -2.15% | 0.07% |
| UBS GROUP AG | 05/05/2026 | 6.65 K | $110.37 K | -24.72% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 2.87 K | $47.61 K | 0.00% | 0.03% |
| CWM, LLC | 05/14/2026 | 2.67 K | $44.39 K | -4.19% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 1.71 K | $28.39 K | 100.00% | 0.02% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 1.27 K | $21.00 K | 24.63% | 0.01% |
| IFG ADVISORY, LLC | 05/12/2026 | 1.03 K | $17.10 K | 100.00% | 0.01% |
| ROCKY MOUNTAIN ADVISERS, LLC | 04/29/2026 | 1.00 K | $16.60 K | 0.00% | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 899 | $14.92 K | 100.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 732 | $12.15 K | -21.46% | 0.01% |
| GHP INVESTMENT ADVISORS, INC. | 04/21/2026 | 561 | $9.31 K | 100.00% | 0.01% |
| CHUNG WU INVESTMENT GROUP, LLC | 05/12/2026 | 400 | $6.64 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 354 | $5.94 K | 100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 345 | $5.73 K | 100.00% | 0.00% |
| POM INVESTMENT STRATEGIES, LLC | 05/11/2026 | 319 | $5.30 K | 100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 309 | $5.13 K | 0.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 253 | $4.25 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 170 | $2.82 K | 100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 140 | $2.32 K | 0.00% | 0.00% |
| STRATEGIC ADVOCATES LLC | 05/15/2026 | 98 | $1.63 K | -99.64% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 68 | $1.11 K | 100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Flaherty & Crumrine Total Return Fund Inc institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Flaherty & Crumrine Total Return Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.18 M
BANK OF AMERICA CORP /DE/: 274,408
Advisors Asset Management, Inc.: 237,348
Noble Wealth Management PBC: 217,490
Sowell Financial Services LLC: 207,722
Hennion & Walsh Asset Management, Inc.: 199,205
33.64% of Flaherty & Crumrine Total Return Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.47 M shares in the last 24 months. This purchase volume represents approximately $75.96 M in transactions.