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 | 08/12/2026 | 1.27 M | $21.47 M | 7.75% | 12.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 261.19 K | $4.41 M | -4.82% | 2.50% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 241.47 K | $4.08 M | 21.22% | 2.31% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 230.91 K | $3.90 M | -2.71% | 2.21% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 225.75 K | $3.82 M | 3.80% | 2.16% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 204.61 K | $3.46 M | -1.50% | 1.96% |
| LPL FINANCIAL LLC | 08/07/2026 | 157.60 K | $2.66 M | 0.69% | 1.51% |
| INVESCO LTD. | 08/14/2026 | 129.88 K | $2.20 M | 4.10% | 1.24% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 124.01 K | $2.10 M | -1.68% | 1.19% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 100.67 K | $1.70 M | 4.86% | 0.96% |
| MORGAN STANLEY | 08/13/2026 | 97.22 K | $1.64 M | 4.53% | 0.93% |
| CEERA INVESTMENTS, LLC | 08/06/2026 | 69.93 K | $1.18 M | 107.69% | 0.67% |
| FIERA CAPITAL CORP | 08/07/2026 | 69.76 K | $1.18 M | 2.76% | 0.67% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 46.53 K | $786.31 K | 3.24% | 0.44% |
| COLONY GROUP, LLC | 08/12/2026 | 43.33 K | $732.35 K | 0.53% | 0.41% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 42.36 K | $715.89 K | -4.26% | 0.41% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 40.38 K | $682.41 K | -1.46% | 0.39% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 25.35 K | $428.48 K | 7,062.15% | 0.24% |
| SEAMOUNT FINANCIAL GROUP INC | 07/24/2026 | 20.79 K | $351.36 K | 0.00% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 19.47 K | $329.03 K | 13.57% | 0.19% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 07/08/2026 | 18.75 K | $316.92 K | 0.97% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 17.58 K | $297.07 K | 100.00% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 16.78 K | $283.62 K | 0.09% | 0.16% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 15.42 K | $260.60 K | 100.00% | 0.15% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 14.65 K | $247.59 K | 0.00% | 0.14% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 14.22 K | $240.28 K | 100.00% | 0.14% |
| TRAUB CAPITAL MANAGEMENT LLC | 07/23/2026 | 12.89 K | $217.77 K | 100.00% | 0.12% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 12.56 K | $212.26 K | 0.00% | 0.12% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 12.53 K | $212.00 K | 0.00% | 0.12% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 11.20 K | $189.21 K | 100.00% | 0.11% |
| ROYAL BANK OF CANADA | 08/14/2026 | 7.67 K | $130.00 K | 2.02% | 0.07% |
| UBS GROUP AG | 08/13/2026 | 6.64 K | $112.13 K | -0.21% | 0.06% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 5.08 K | $85.82 K | 464.85% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 3.38 K | $57.15 K | 100.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 2.87 K | $48.47 K | 0.00% | 0.03% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 1.71 K | $28.90 K | 0.06% | 0.02% |
| IFG ADVISORY, LLC | 08/14/2026 | 1.68 K | $28.39 K | 63.11% | 0.02% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 1.02 K | $17.15 K | -19.76% | 0.01% |
| ROCKY MOUNTAIN ADVISERS, LLC | 07/24/2026 | 1.00 K | $16.90 K | 0.00% | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 732 | $12.37 K | 0.00% | 0.01% |
| GHP INVESTMENT ADVISORS, INC. | 07/20/2026 | 561 | $9.48 K | 0.00% | 0.01% |
| NALLS SHERBAKOFF GROUP, LLC | 08/17/2026 | 495 | $8.37 K | 0.00% | 0.00% |
| LUMINIST CAPITAL LLC | 08/07/2026 | 414 | $7.00 K | 100.00% | 0.00% |
| CHUNG WU INVESTMENT GROUP, LLC | 07/31/2026 | 400 | $6.76 K | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 345 | $5.83 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 309 | $5.22 K | 0.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 272 | $4.61 K | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 176 | $2.98 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 170 | $2.87 K | 0.00% | 0.00% |
| FIRST HORIZON CORP | 07/20/2026 | 100 | $1.69 K | 100.00% | 0.00% |
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Flaherty & Crumrine Total Return Fund Inc institutional Ownership - FAQ's
During the previous two years, 81 institutional investors and hedge funds held shares of Flaherty & Crumrine Total Return Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.27 M
BANK OF AMERICA CORP /DE/: 261,186
Hennion & Walsh Asset Management, Inc.: 241,468
Advisors Asset Management, Inc.: 230,907
Noble Wealth Management PBC: 225,747
Sowell Financial Services LLC: 204,611
34.46% of Flaherty & Crumrine Total Return Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.60 M shares in the last 24 months. This purchase volume represents approximately $78.18 M in transactions.