FLC

Flaherty & Crumrine Total Return Fund

27 hedge funds and large institutions have $16.6M invested in Flaherty & Crumrine Total Return Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.79M -$85K -5,437 -1%
SFS
2
Sowell Financial Services
Arkansas
$3.63M
Invesco
3
Invesco
Georgia
$1.63M +$323K +20,668 +25%
LPL Financial
4
LPL Financial
California
$1.54M +$19K +1,214 +1%
UBS Group
5
UBS Group
Switzerland
$452K +$7.33K +469 +2%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$393K
SPIA
7
Steward Partners Investment Advisory
New York
$342K -$70.7K -4,525 -17%
Wells Fargo
8
Wells Fargo
California
$331K
CI
9
Ceera Investments
Texas
$288K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$246K +$1.39K +89 +0.6%
WS
11
Wedbush Securities
California
$234K
LSC
12
Logan Stone Capital
Illinois
$215K +$215K +13,744 New
NWA
13
Navis Wealth Advisors
New York
$214K +$214K +13,715 New
CIA
14
Capital Investment Advisors
Georgia
$202K
NA
15
NewEdge Advisors
Louisiana
$199K +$19.1K +1,221 +11%
Osaic Holdings
16
Osaic Holdings
Arizona
$189K +$29.1K +1,853 +18%
Morgan Stanley
17
Morgan Stanley
New York
$181K -$35.2K -2,249 -16%
AAS
18
Ameritas Advisory Services
Nebraska
$169K -$2.44K -156 -1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$132K +$61.7K +3,976 +88%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$72K +$15.7K +1,000 +28%
GWM
21
Geneos Wealth Management
Colorado
$49K -$293K -19,073 -86%
WT
22
Whittier Trust
California
$47K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$35K +$18.4K +1,186 +110%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$18K +$9.29K +594 +107%
SA
25
SRH Advisors
Kansas
$16K