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.
Q4 2024 vs. Q3 2024
How the institutions holding Flaherty & Crumrine Total Return Fund Inc changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 35 | 1 | 43 | +9 |
| Shares | 1.71M | 11.5K | 2.55M | +842.6K (+49.5%) |
| Value | $29.6M | $198.8K | $42.5M | +$13.1M (+44.4%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Flaherty & Crumrine Total Return Fund Inc at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Noble Wealth Management PBC | 147,767 | $2.47M | 1.71% |
| Smith Asset Management Co., LLC | 140,242 | $2.34M | 2.28% |
| Independent Advisor Alliance | 83,202 | $1.39M | 0.02% |
| Rivernorth Capital Management, LLC | 50,316 | $840.3K | 0.04% |
| Raymond James Financial Inc | 19,937 | $333.0K | 0.00% |
| Mallini Complete Financial Planning LLC | 18,061 | $301.6K | 0.29% |
| Hennion & Walsh Asset Management, Inc. | 16,634 | $277.8K | 0.01% |
| Wedbush Securities Inc | 10,000 | $167.0K | 0.01% |
| Sound Income Strategies, LLC | 504 | $8.41K | 0.00% |
| Luminist Capital LLC | 426 | $7.11K | 0.01% |
Sold out (1)
Institutions that held Flaherty & Crumrine Total Return Fund Inc at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Gilliland Jeter Wealth Management LLC | 2,875 | $49.7K |
Not filed for Q4 2024 yet (1)
Institutions that held Flaherty & Crumrine Total Return Fund Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 11,500 | $198.8K |