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Flaherty & Crumrine Total Return Fund Inc

FLC
Exchange
NYSE
SEC CIK
0001245648

No open-market purchases or sales by Flaherty & Crumrine Total Return Fund Inc insiders were filed in the last 90 days; 50 institutions reported holding it in 13F filings for Q2 2026, worth $60.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Flaherty & Crumrine Total Return Fund Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
37
No complete 13F data for Q4 2020
Shares held
1.33M
No complete 13F data for Q4 2020
Total value
$32.6M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting FLC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 37 institutions
Q1 2021: 37 institutionsQ2 2021: 37 institutionsQ3 2021: 39 institutionsQ4 2021: 36 institutionsQ1 2022: 31 institutionsQ2 2022: 30 institutionsQ3 2022: 27 institutionsQ4 2022: 33 institutionsQ1 2023: 33 institutionsQ2 2023: 31 institutionsQ3 2023: 32 institutionsQ4 2023: 36 institutionsQ1 2024: 41 institutionsQ2 2024: 37 institutionsQ3 2024: 35 institutionsQ4 2024: 43 institutionsQ1 2025: 46 institutionsQ2 2025: 49 institutionsQ3 2025: 45 institutionsQ4 2025: 44 institutionsQ1 2026: 51 institutionsQ2 2026: 50 institutions
Value heldQ1 2021: $32.6M
Q1 2021: $32.6MQ2 2021: $30.0MQ3 2021: $30.5MQ4 2021: $28.2MQ1 2022: $18.6MQ2 2022: $19.2MQ3 2022: $16.6MQ4 2022: $18.1MQ1 2023: $15.8MQ2 2023: $16.0MQ3 2023: $18.1MQ4 2023: $22.5MQ1 2024: $25.3MQ2 2024: $26.3MQ3 2024: $29.6MQ4 2024: $42.5MQ1 2025: $43.4MQ2 2025: $46.1MQ3 2025: $55.8MQ4 2025: $59.1MQ1 2026: $58.4MQ2 2026: $60.9M
Institutions holding FLC and their total value by quarter
QuarterHoldersValue
Q2 202650$60.9M
Q1 202651$58.4M
Q4 202544$59.1M
Q3 202545$55.8M
Q2 202549$46.1M
Q1 202546$43.4M
Q4 202443$42.5M
Q3 202435$29.6M
Q2 202437$26.3M
Q1 202441$25.3M
Q4 202336$22.5M
Q3 202332$18.1M
Q2 202331$16.0M
Q1 202333$15.8M
Q4 202233$18.1M
Q3 202227$16.6M
Q2 202230$19.2M
Q1 202231$18.6M
Q4 202136$28.2M
Q3 202139$30.5M
Q2 202137$30.0M
Q1 202137$32.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Total Return Fund Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FLC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp437,925$10.7M0.00%––
Sowell Financial Services LLC228,420$5.60M0.19%––
Nwam LLC106,957$2.61M0.26%––
LPL Financial LLC83,905$2.05M0.00%––
Invesco Ltd.72,530$1.77M0.00%––
Steward Partners Investment Advisory, LLC62,859$1.53M0.03%––
UBS Group AG33,836$825.0K0.00%––
Geneos Wealth Management Inc.31,927$789.0K0.02%––
Private Advisor Group, LLC27,300$666.0K0.01%––
Royal Bank of Canada26,974$658.0K0.00%––
Koshinski Asset Management, Inc.25,120$613.0K0.06%––
Wells Fargo & Company22,417$547.0K0.00%––
Ceera Investments, LLC18,765$458.0K0.37%––
Wedbush Securities Inc16,050$391.0K0.02%––
HighTower Advisors, LLC15,213$372.0K0.00%––
Capital Investment Advisors, LLC12,805$312.0K0.01%––
Sit Investment Associates Inc12,508$305.0K0.01%––
Cetera Investment Advisers11,435$279.0K0.01%––
Ameritas Investment Company, LLC10,784$263.0K0.02%––
Truist Financial Corp10,801$263.0K0.00%––
Cambridge Investment Research Advisors, Inc.10,397$254.0K0.00%––
Morgan Stanley9,517$232.0K0.00%––
AdvisorNet Financial, Inc9,130$223.0K0.02%––
Morris Retirement Advisors, LLC8,669$211.0K0.20%––
Advisor Group Holdings, Inc.7,325$178.0K0.00%––
The PNC Financial Services Group, Inc.3,600$88.0K0.00%––
Rockefeller Capital Management L.P.3,531$86.0K0.00%––
Whittier Trust Co3,000$73.0K0.00%––
Cascade Investment Advisors, Inc.2,700$65.9K0.04%––
WealthShield Partners, LLC2,405$59.0K0.01%––
Rocky Mountain Advisers, LLC1,667$41.0K0.06%––
Harbour Investments, Inc.1,650$40.0K0.00%––
American Portfolios Advisors812$19.8K0.00%––
Fifth Third Bancorp400$10.0K0.00%––
Northwestern Mutual Wealth Management Co150$4.00K0.00%––
Arkadios Wealth Advisors68$1.00K0.00%––
FMR LLC2$00.00%––