FLC

Flaherty & Crumrine Total Return Fund

33 hedge funds and large institutions have $15.8M invested in Flaherty & Crumrine Total Return Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.89M -$543K -36,924 -12%
SFS
2
Sowell Financial Services
Arkansas
$3.1M -$88.2K -6,000 -3%
Invesco
3
Invesco
Georgia
$1.76M -$85.8K -5,838 -5%
LPL Financial
4
LPL Financial
California
$1.55M +$47.1K +3,202 +3%
Morgan Stanley
5
Morgan Stanley
New York
$988K -$75.6K -5,146 -7%
PFA
6
Pathway Financial Advisers
Indiana
$471K -$9.31K -633 -2%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$369K
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$361K +$129K +8,765 +56%
UBS Group
9
UBS Group
Switzerland
$338K -$91K -6,189 -21%
WAM
10
Wolverine Asset Management
Illinois
$321K -$225K -15,308 -41%
Wells Fargo
11
Wells Fargo
California
$318K +$22.3K +1,515 +8%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$249K +$104K +7,100 +72%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$235K +$235K +16,000 New
HighTower Advisors
14
HighTower Advisors
Illinois
$219K +$22.1K +1,500 +11%
NA
15
NewEdge Advisors
Louisiana
$213K +$29.6K +2,150 +16%
WS
16
Wedbush Securities
California
$207K -$13.2K -900 -6%
CI
17
Ceera Investments
Texas
$207K
NWA
18
Navis Wealth Advisors
New York
$187K -$15.8K -1,073 -8%
CIA
19
Capital Investment Advisors
Georgia
$174K -$8.82K -600 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
$174K +$8.82K +600 +5%
AAS
21
Ameritas Advisory Services
Nebraska
$103K -$66.2K -4,502 -39%
SPIA
22
Steward Partners Investment Advisory
New York
$67.6K -$95K -6,460 -58%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$52.9K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$48K +$13.5K +925 +39%
WT
25
Whittier Trust
California
$44.1K