We are live on ! Find out more
FLC

Flaherty & Crumrine Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$18.2M +$1.17M +66,761 +7%
Bank of America
2
Bank of America
North Carolina
$4.89M +$88.6K +5,058 +2%
AAM
3
Advisors Asset Management
Colorado
$4.19M +$35.1K +2,002 +0.8%
NWMP
4
Noble Wealth Management PBC
Colorado
$3.69M -$32.8K -1,873 -0.9%
SFS
5
Sowell Financial Services
Arkansas
$3.64M -$33.2K -1,892 -0.9%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.78M +$1.01M +57,626 +57%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$2.54M +$447K +25,499 +21%
LPL Financial
8
LPL Financial
California
$2.54M +$269K +15,375 +12%
SAM
9
Smith Asset Management
Florida
$2.23M -$52K -2,967 -2%
Invesco
10
Invesco
Georgia
$2.21M -$358K -20,426 -14%
Morgan Stanley
11
Morgan Stanley
New York
$1.67M +$107K +6,084 +7%
GC
12
Guggenheim Capital
Illinois
$1.25M +$525K +29,927 +72%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.23M +$658K +37,558 +114%
CEFA
14
Closed-End Fund Advisors
Virginia
$789K +$790K +45,067 New
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$762K +$763K +43,544 New
Baird Financial Group
16
Baird Financial Group
Wisconsin
$723K -$5.5K -314 -0.8%
CI
17
Ceera Investments
Texas
$622K +$102K +5,840 +20%
AA
18
AQR Arbitrage
Connecticut
$532K -$389K -22,174 -42%
SA
19
Strategic Advocates
Utah
$481K -$76K -4,339 -14%
Wells Fargo
20
Wells Fargo
California
$394K +$34.5K +1,967 +10%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$394K +$49.7K +2,837 +14%
SFG
22
Seamount Financial Group
Colorado
$364K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$347K +$78K +4,451 +29%
Osaic Holdings
24
Osaic Holdings
Arizona
$338K +$22K +1,258 +7%
MCFP
25
Mallini Complete Financial Planning
Florida
$322K +$2.73K +156 +0.9%